Generate Bulk Invoice
When you have many students with overdue invoices or need to raise fees for a class of students, it can be time-consuming to do so… Read More »Generate Bulk Invoice
TEAMS software Australia
Agents Merge Fields
Merge Fields Explanation {Agent Code} Add the agent code in this field {Agent Name} Add the agent name in this field {Agent Phone Number} Add… Read More »Agents Merge Fields
Print Letter
Printing letters in bulk from the listing screens is a helpful feature that allows you to quickly generate and distribute various letters to students, such… Read More »Print Letter
Manage Request Documents
Alerts – General > Student Requests – Done (last 30 Days) > +Manage Request Documents On this screen, you will find a grid displaying a list of… Read More »Manage Request Documents
Cancel Multiple Invoices
Enrolment dashboard > Financial tile > Cancel Multiple Invoice On the Student Financial Detail screen, there is a process for cancelling multiple invoices in bulk. This functionality introduces… Read More »Cancel Multiple Invoices
Invoice Recreation
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
Student Requests – Done (Last 30 Days)
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)
Enrolment Dashboard – Add/Update OSHC
Enrolment dashboard > Financial tile > Add/Update OSHC The Enrolment Dashboard features a Financial tile that provides functionality related to linking a Healthcare Provider. By… Read More »Enrolment Dashboard – Add/Update OSHC
Student request – New
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
Report/Screen Filters
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