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January 2025 Updates (NextGen)

Welcome to January 2025 NextGen updates! Let’s kick off the new year with exciting new features for financial management (Receipts and Deposits), USI functionality, upgraded Currency Bookmark Helper, and many user experience improvements!

Finances Updates

Managing finances just took a big step forward in NextGen! We have introduced new features that allow you to manage Receipts and Deposits (Bank Deposit Reconciliation) faster and more efficiently.

🔥 New Advanced Wizard for Receipts Creation

NEW NEXTGEN ONLY

The updated receipt wizard now features a single, flexible, and powerful grid that displays all open invoices and items that can be paid with the receipt.

You can enter amounts manually, double-click to automatically allocate payments for an item or group of items, or pay items in your preferred order with just one click—making the process more efficient and customisable.

Learn more

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Edit and Delete Receipts

NEW

You can now edit key details of existing receipts, including the Receipt Date, Reference Date, and Reference Number, directly from the Receipt Details page or the Enrolments Fees page. From these pages, you can also delete receipts.

Learn more

Improved Visibility of Overpayments

NEW NEXTGEN ONLY

Overpayments are now prominently displayed on the Receipt Details page, making them easier to identify.

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🔥 Deposits (Bank Deposit Reconciliation) Feature Now Available

NEW

The Bank Deposits Reconciliation feature, along with its full functionality, is now available in NextGen! A Deposit No. field has also been added to the payment details grid on the Receipt Details page, making it easier to navigate between deposits and their associated receipts.

Learn more

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USI (Unique Student Identifier)

The USI functionality, including new features like the ability to locate (search) USIs, is now available in NextGen.

🔥New USI App

NEW NEXTGEN ONLY

A new USI App is now available to manage the integration with USI.

NextGen uses the USI Cloud Authentication & Authorisation (CAA) solution. To access the USI integration, this app must be configured, even if you are an eBECAS Classic user with an existing USI integration.

The app has been pre-installed and is ready for setup for all customers with an RTO Subscription plan.

🔥Locate (Search) a USI

NEW NEXTGEN ONLY

You can now search for a student's USI directly in the USI registry. If eBECAS identifies the USI with high confidence (single match), it will be automatically updated and verified. Learn more.

Verify USIs

NEW

You can now verify USIs for a single student or multiple students simultaneously.

When verifying USIs in bulk, the system runs the process in the background, allowing you to continue working without interruption. Once the process is complete, you will receive a notification with detailed results for each student. Learn more.

Create USIs

NEW

You can now create USIs for your students when needed. Learn more.

View Student USI Logs

NEW NEXTGEN ONLY

eBECAS keeps a record of all USI-related actions performed by users. These logs can now be viewed for each student. Learn more.

Enrolments

New Study Tour Flag on the Enrolments Object

A new Study Tour Flag field has been added to the Enrolments Object and it is now available on the Enrolments Search grid. This field indicates whether an enrolment is part of a Study Tour.

Note: Study tours are not yet supported in NextGen. To manage Study Tours, please user eBECAS/EDMISS Classic for the time being.


Templates

🔥 Enhanced Currency Helper for Custom Symbols and Formatting

NEXTGEN ONLY

The Currency Helper has been updated to offer greater flexibility in displaying currency values. In addition to using the system's default currency symbol ($), users can now:

  • Specify a different currency symbol (e.g. €)

  • Display the currency symbol at the end of the number.

Learn more


Accessibility

🔥 New Locales

NEXTGEN ONLY NEW

We’ve expanded our locale options in eBECAS/EDMISS to provide more flexibility in how data is displayed, including date formats and currency symbols.

The following new locales have been added:

  • English (United Kingdom)

  • English (Global)

Learn more


Power BI & API

Class Schedules (All Classes) Report in API and Power BI Connector

NEW POWER BI API

A new Class Schedules (All Classes) report has been added to the Equator API and Power BI Connector. This report provides a comprehensive overview of all class schedules, covering Language, VET, and Higher Education courses. It includes detailed session times, classroom assignments, and student allocations for each class.

Learn more


Relative Dates Filter

NEXTGEN ONLY

Last month, we introduced a feature that quickly became a favourite: Relative Filters.

If you missed our December 2024 update, here’s a quick recap:

The Relative Dates filter allows you to easily filter records using dynamic date ranges like Last Week, This Month, Next Quarter, or Yesterday—no need to manually input specific dates. Whether you're tracking next week’s starters, this week’s finishers, or offers issued this quarter, the Relative Dates filter simplifies the process, saving you time and effort.

Combine these filters with Views to effortlessly access the data you need.

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