Welcome to the latest update for TEAMS
We’re happy to announce that we have released the new update on the TEAMS site. Some key changes made in this update are:
- Save as a Template Feature in the Application process
- Enhanced Financial Tab
- Upgraded Application Dashboard
- Multiple Next of Kin Options
- Improved Visibility for Student Notes
- Agent Bonus Invoices Section in Commission due report
- Save and Print Receipt Functionality
- LMS Finance Enhancements
- Automatic Dates/Weeks Calculation
- New Student Receipt Date Column
- Improved Enrolment Statement of Account
Save as a Template Feature in the Application process
An improvisation has been added while creating an application on our TEAMS software. This improvement is designed to boost efficiency and ensure consistency across multiple applications. It significantly cuts down on repetitive tasks and saves time, as you no longer need to start from scratch for similar applications.
A “Save as Template” checkbox is introduced to the final step of the application process. This allows users to save a new application as a reusable template, streamlining future submissions.
A user doesn’t need to repeat the same steps while creating a new application now. With this feature, users can easily create and save templates of frequently used application formats, making it quicker and simpler to generate new applications with consistent information.
For more information, please refer to the video or click here for more information
Enhanced Enrolment Financial Tab
We have enhanced the size/view of the Enrolemnt Financial Tab in our latest update.
This enhancement means no more scrolling through long lists of invoices—everything you need is visible at a glance.
For more information, please refer to the video.
Upgraded Application Dashboard
The application dashboard now features new buttons to Edit, Decline and Approve applications, giving you more control and flexibility in managing applications.
A user does not need to move to the applicant dashboard to Edit, Decline or Approve an application as this all can be done on the application dashboard now.
For more information, please refer to the video.
Multiple Next of Kin Options
We’ve now expanded the feature of adding Next of Kin, allowing you to add more than one Next of Kin. This functionality ensures that a user can add multiple Next of Kin contacts provided by the student.
A user can add multiple NOKs for Overseas and Local on both Applicant and Student Dashboards.
For more information, please refer to the video.
Improved Visibility for Student Notes
We have improvised the “Student Notes” section on the details tab of the Student Dashboard.
This update enhances user experience by making note information readily accessible without additional clicks.
For more information, please refer to the video.
Agent Bonus Invoices Section in Commission due report
This new “Agent Bonus Invoice Section” provides greater transparency and accuracy in tracking commission bonuses for agents in the Commission Due report.
It simplifies your reporting process by combining bonus details with commission data in one comprehensive report.
For more information, please refer to the video.
Save and Print Receipt Functionality
You can now “Save and Print” receipt templates for future use.
This improvement allows you to easily store and reuse your custom receipt templates, smooth-running your workflow and ensuring consistency.
For more information, please refer to the video.
LMS Finance Enhancements
A new functionality to our TEAMS software has been introduced that will make managing fees even easier.
A new block has been added which is displayed as “Total overdue amount” along with some more labels such as “Paid”, “Active” and ” Overdue”. Earlier, the overdue invoices were also labelled as “Due” but now it has been changed. These updates are designed to streamline user’s fee management process and ensure that they stay on top of any outstanding balances effortlessly.
For more information, please refer to the video.
Automatic Dates/Weeks Calculation
You can now easily update the enrolment date and time directly from the student dashboard.
This modification also allows automatic adjustment of the end date when you modify study and holiday weeks and vice versa. In addition, the holiday weeks are now editable, which gives you greater flexibility in managing your dates.
For more information, please refer to the video.
New Student Receipt Date Column in Agent Payment Report
The “Student Receipt Date†column is designed to provide greater clarity and convenience in managing tuition payments.
This upgrade ensures accurate, efficient reconciliation and reporting.
For more information, please refer to the video.
Improved Enrolment Statement of Account
To streamline tracking and management of student fees, we’ve introduced two new columns: Invoice Due Date and Is Paid.
- Invoice Due Date: This new column displays the due date for each student’s invoice, providing a clear view of payment deadlines.
- Is Paid: This column indicates whether a student has fully settled their fees. A “Yes” in this column confirms that the invoice has been paid in full.
Additionally, we’ve added an Overdue column. If the due date has passed and the fees remain unpaid, this column will display “Yes,” highlighting overdue accounts for prompt action.
For more information, please refer to the video.