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April 2025 Updates (NextGen)

More control, smarter templates, and streamlined processes—2025 April’s NextGen update brings the tools you’ve been waiting for, including Enrolment Variations, new tuition fields, enhanced communications, and more.

Explore how these new features can make your workflow more efficient. 💡

Enrolments Updates

🔥 Enrolment Variations Are Now Available in NextGen

NEW

Users can now make structured changes to enrolments through a guided process, with every change clearly tracked and recorded. Whether you're updating the start date, changing the enrolment length, or cancelling or reinstating, variations ensure student records stay accurate and auditable.

You can also generate invoices—automatically including agent commission when required.

The variation options are:

For more details, please refer to the article: Enrolment Variations

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[Example] Extend Enrolments

New Tuition Amount Fields on Enrolments

NEW NEXTGEN ONLY

Two new fields have been added to the Enrolment Search and Enrolment Details default layout (finances section) to display tuition-only amounts:

  • Gross Tuition Amount: Total tuition amount for the enrolment, including agent commission (if any).

  • Net Tuition Amount: Total Tuition amount excluding the agent commission (gross less commission).


Finance Updates

Update Payer and External Reference Fields on Invoices

NEW NEXTGEN ONLY

You can now update the Payer and External Reference fields when creating or editing an invoice.


Offers Updates

Update Payer and External Reference fields on Offer Instalments

NEW

You can now add or update the Payer and External Reference fields directly in the Instalment Edit window. These fields also appear in the Offer Instalments grid, giving you a clearer view and easier control. Once the Offer is accepted, the values will automatically flow through to the related invoices.

Provider Details Now Shown in Offer Item Product List

NEW

For externally provided services, the provider name now appears beneath the product in the Offer Item window.

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Templates Updates

New Student Offers and Student Enrolments Grids

NEW NEXTGEN ONLY

Two new grids have been added to templates to display all Offers and all Enrolments of a student.

These grids can be used in the following objects:

  • Students

  • Offers

  • Enrolments

New Overdue Fees Bookmarks and Grids for Enrolments

NEW

New Overdue Fees bookmarks and grids have been added in the Enrolments object. These fields display only the overdue invoices linked to the enrolment.

New Conditional Block Helper

NEW NEXTGEN ONLY

A new template helper, Conditional Block, is now available to give you more control over which content appears in your documents. It compares the value of a selected bookmark against a specific value using a comparison operator.

Unlike the Check Field Value Block helper, Conditional Block lets you define the value to compare against. For example, you can choose to show or hide a section if the enrolment status is not ‘Cancelled’.

For details, see the Conditional section in the following article: Template Helpers

New Comparison Operators for Conditional Value and Conditional Block Helpers

NEW NEXTGEN ONLY

New comparison operators have been added to make Conditional Value and Conditional Value Block helpers even more powerful. In addition to checking for equality or difference, users can now compare values based on whether they are greater or less — including support for dates and numbers.

The new operators are:

  • eq: Equal to

  • ne: Not equal to

  • lt: Less than

  • lte: Less than or equal to

  • gt: Greater than

  • gte: Greater than or equal to

These new operators give you even more flexibility to customise your templates. For example, if you want to display a section only when the enrolment start date is after a certain date, simply use the “greater than” operator.

For more details, see the Conditional section in the following article: Template Helpers

New Dynamic Date Value for Conditional Value and Conditional Block Helpers

NEW NEXTGEN ONLY

A new dynamic value, now, has been added to the Conditional Value and Conditional Block helpers.
Users can use "now" as the Comparison Value when comparing dates to dynamically evaluate a field’s value against the current date.


Communication Updates

New Option on Merge Document and Send Messages: As of Date

NEW

A new, As of Date, option has been added to the Merge Document and Send Messages feature. This option is available for templates that use bookmarks requiring date-based calculations—such as Enrolment Overdue Fees bookmarks and grids.

The selected date will be used during the merge process to calculate values as of that specific date, providing more control and accuracy when generating date-sensitive documents.

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Users Updates

Clone Roles

NEW NEXTGEN ONLY

A new option has been added to clone existing roles. Cloning Roles lets you create a new role with the same permissions as the original, but without any assigned users. For more information, please refer to the following article: Roles


Accessibility Updates

Responsive Layout on Tabs

NEW NEXTGEN ONLY

Tabs in NextGen now automatically collapse into a More menu item when there are too many to fit the screen, improving accessibility and clarity.

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Expand/Collapse All in Details Pages

NEW NEXTGEN ONLY

A new Expand/Collapse All buttons have been added to Details pages in NextGen. This button allows users to expand or collapse all accordion sections on the page at once.

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