February 2025 Updates (NextGen)

We’ve got some exciting updates this month that make managing your offers, agents, and finances easier than ever.

Check out what’s new and see how these updates can help you work smarter, not harder! 🎉

Finance Updates

🔥 Financial Credits Transactions Now in NextGen

NEWNEW PERMISSION REQUIRED

All credit transaction types are now available in NextGen with a streamlined and efficient workflow.

The Credit Wizard lets you create credits for single or multiple items with ease—offering both power and flexibility.

To learn more about Credits Management, please visit this article: Credits

New Fields for Bank Deposits Reconciliation

The creation details and the user who performed a Bank Deposit Reconciliation are now available on the:

• Bank Deposit Reconciliation Search grid

• Deposit Details Page (header)

Offers Updates

🔥 Quick Create & Attach Agent Employees to Offers

NEW NEXTGEN ONLY

We've streamlined the process of adding an agent employee (counsellor) to an offer without disrupting your workflow.

Now, while creating or editing an offer, you can quickly search for an agent employee—and if they don’t exist, create and attach one in just a few clicks, all without leaving the offer page.

Once attached, the agent employee is automatically linked to the enrolments generated when the offer is accepted.

This ensures consistent data and allows you to include the assigned employee when sending emails from the system—no need for custom fields, everything is seamlessly integrated!

Agents Updates

🔥 New Active Status for Agent Commission

NEW

You can now deactivate agent commissions, preventing them from being selected in new offers.

Deactivated commissions can be reactivated anytime if needed.

Manage commissions individually or in bulk. Learn more here.

Accessibility

Search by Student’s Preferred Name

NEW

Users can now search records by a student’s Preferred Name on the following sections:

• Quick Search on the header

• Students Search

• Offers Search

• Enrolments Search

• Pathways Search

• Invoices Search

• Receipts Search