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April 2026 Updates (NextGen)

April’s release brings faster payment processing, tighter control over key workflows, and clearer visibility where it matters most.

Let’s dive in 🚀

Finance Updates

🔥 Auto Reconciliation — Now Available for Existing External Payments

NEW NEXTGEN ONLY

Reconciling external payments just got faster and simpler.

  • Automatically reconcile one or multiple external payments

  • Payments are allocated to the oldest outstanding invoice first, then continue until fully applied

  • Within each invoice, allocations follow your configured fee order

You can customise the fee allocation order in your system settings to match your processes.

When reconciling multiple payments, the process runs in the background so you can keep working.

Once complete, you’ll receive a notification to review the results and quickly spot any items that need attention.

Learn more

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💰 Support for Overpayments on External Payments

NEW NEXTGEN ONLY

Auto reconciliation now supports overpayments, both during import and when triggered manually.

When a payment exceeds the student’s total outstanding balance:

  • If overpayments are disabled, the reconciliation will fail

  • If overpayments are enabled, the excess amount is recorded as an overpayment

The overpayment is created against the last receipt generated during the reconciliation.

Learn more

🔒Prevent Duplicates on External Payments Import

NEW NEXTGEN ONLY

Avoid duplicate payments with a new validation option in the import process.

  • Add a unique identifier column to your import file

  • If a value already exists for another payment, the creation of that payment will fail.

This option is not mandatory, but strongly recommended to maintain clean and accurate records.

Learn more

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💳 Support for External Payments Surcharges

NEW NEXTGEN ONLY

You can now import surcharge amounts charged by payment providers as part of external payments.

During automatic reconciliation:

  • A surcharge invoice is created automatically

  • The invoice is paid as part of the same process

Everything is handled in one flow, with no extra steps required.

Learn more

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⬆️ Import More External Payments

NEW NEXTGEN ONLY

The maximum record limit for Importing External Payments has been increased to 150 per upload, regardless of whether Auto Reconciliation is used.

Process more payments in fewer imports and save valuable time.

🔐 New Permission for Tuition Invoice Control

NEW NEXTGEN ONLY NEW PERMISSION REQUIRED

A new permission, Create Tuition Invoices, gives you better control over who can create tuition invoices.

  • Users without this permission cannot create tuition invoices

  • This applies to both enrolment variations and individual invoices

Learn more

🔢 Student No. Now Available in Due Payments Search

NEW

The Due Search Grid for Scheduled Payments now includes a Student No. column. This makes it easier to search, filter and identify payments to schedule.

Learn more

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Enrolments Updates

🔎 New Filter for Enrolments Search: Company

NEW

A new Company filter is now available in Enrolments Search.

  • Filter enrolments by Company

  • View Company directly in the grid with the new column

Learn more

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📧 On-the-Fly Email Personalisation for Enrolment Warning Email

NEW NEXTGEN ONLY

Enrolment Warning Emails are now more flexible and easier to customise.

You can:

  • Write emails from scratch

  • Start from an existing template

  • Edit and personalise content using the rich text editor

No need to rely solely on predefined templates — tailor your message exactly when you need it.

Learn more

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Job Placements Updates

👤 Assign Job Placement Officers with Ease

NEW

You can now designate users as Job Placement Officers directly in the User profile. This makes it easier to manage responsibilities and assign the right people to each job placement.

Learn more

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📝 Capture More Context with Officer and Quick Notes

NEW

Job Placement entries now support:

  • Assigning a Job Placement Officer

  • Adding Quick Notes for additional context

Everything you need to track and manage placements — in one place.

Learn more

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🔗 Link Job Placements Directly to Enrolments

NEW

A new Job Placement field is now available in Enrolments. You can directly link relevant Job Placement entries to an enrolment, giving you better visibility of a student’s placement activity alongside their study journey.

Learn more

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Student Insurance Updates

🔥 Track Insurance Numbers Directly from Offers and Invoices

NEW

You can now enter an Insurance No. directly on:

  • Offer Insurance Items

  • Invoice Insurance Items

Once the Offer is accepted or the Invoice is applied to an Enrolment, the Insurance No. is automatically recorded in the Student’s Insurance records.

Learn more

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