Application dashboard > Financial tile > Burger Menu > Invoice Recreation Enrolment dashboard > Financial tile > Burger Menu > Invoice Recreation Invoice recreation enables you to break down a specific… Read More »Invoice Recreation
Alerts – General > Student Requests – Done (last 30 Days) The Student Requests Done (Last 30 Days) screen focuses on requests submitted and successfully processed within… Read More »Student Requests – Done (Last 30 Days)
Alert – General > Student Request – New Student Requests – New: option from the Alerts – General tile on the Main Dashboard serves as… Read More »Student request – New
Enrolment dashboard > Financial tile > Agent Tab > Add/Update Agent A Financial tile on the Enrolment Dashboard offers functions to add and update an agent linked to… Read More »Enrolment Dashboard – Add/Update Agent
Filters, or parameters, can be used to narrow down the data displayed on the screen, or in the reports you generate. While this may sound… Read More »Report/Screen Filters
Marketing > Marketing Dashboard > Agent Performance Tile This pie chart depicts the information about the agent’s business performance, which includes the application and the invoice information.… Read More »Agent Performance Tile
Enrolment Dashboard > Financials Tile > Agent Tab Delete icon If you want to remove the agent linked with the student enrolment, then you can… Read More »Delete Agent
Columns and their explanation, will be printed in the generated report. Columns Explanation Payment Date Payment Date Enrolment No The invoice number of the student… Read More »Agent Payment Report Data Columns
The General and Advanced Filters tab on the Agent Payment Report screen provides various filters that allow you to refine the data displayed in the… Read More »Agent Payment Report Filters
Finance > Agent Payment Report The Agent Payment report is accessible through the Finance menu, which provides a concise overview of Agent Payment-related information. This report offers… Read More »Agent Payment Report