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August 2025 Updates (NextGen)

The August release introduces three key features. Agent Contracts provide a structured way to manage agreements with agents, keeping commissions, documents, and history together. Offer Prepayments let you decide which instalments must be paid before an offer is accepted, giving you clearer control over deposit requirements. And for VET providers, a dedicated AVETMISS tab is now available in enrolments, making compliance data easier to record and manage.

You’ll also find enhancements in enrolments, diaries, templates, and system settings that make managing data smoother than ever. Whether you’re focused on compliance, finance, or student support, there’s something here to make your work easier.

Let’s take a look at what’s new. 🚀


Agents Updates

🔥Introducing Agent Contracts

NEW NEXTGEN ONLY

Managing agent agreements just got easier. While you could already track agreements at the agent level, Agent Contracts take it to the next level with more structure and control.

  • Decide exactly when an agreement becomes active and ready to use

  • Keep a clear history of every agreement

  • Tie commissions and documents directly to the right contract

  • Merge contract documents in just a few clicks

  • Strengthen compliance while making day-to-day work smoother

To complement the Agent Contracts:

  • A Contract field has been added to Offer Details. Selecting a contract limits the available commissions to those within it. If the agent has only one active contract, it will be pre-selected automatically.

  • A Contract field is now available in Enrolments. If an offer with a contract is accepted, the contract flows through automatically.

  • Contract fields are included in the Offers and Enrolments grids for quick visibility.

  • A new Agent Contract object is available in the Object Manager, allowing you to create custom fields, layouts, and templates.

  • New Contract bookmarks for templates are available for Agents and Agent Contracts.

Agent Contracts are recommended but optional. If you’re not ready to use them yet, nothing changes — you can continue managing agents and commissions as before. When you’re ready to step up your agent management, contracts are here waiting for you.

👉Read more in our Blog | See how to get started with Contracts

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Contracts Tab in Agent Contracts


Offers Updates

🔥New Feature: Offers Prepayment

NEW

Prepayments let you define which instalments must be paid before an Offer can be accepted. Think on the prepayments as the Offer Deposit.
Instalments can be set or unset as prepayment anytime, as long as the Offer is not yet accepted.

You can mark any tuition or non-tuition instalments as Prepayment – whether single or multiple.

  • Instalments marked as prepayment display a ‘Prepayment’ tag in the instalments grid (use the column chooser if the column isn’t visible).

  • New Prepayment Summary fields have been added to the Offer details, shown in the default layout under the Prepayment section.

  • These fields are also available in Offer search and as template bookmarks.

👉Learn more about Offer Prepayment

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Prepayment Column in the Offer Instalments Grid

Offer Enrolment Redirect

NEW NEXTGEN ONLY

The flow after accepting an offer has been improved. Now, when an offer is accepted:

  • If a single enrolment is created, you’ll be taken straight to that enrolment.

  • If multiple enrolments are created, you’ll be taken to the student’s enrolments, automatically filtered by the accepted offer.

This saves you from manually navigating to the enrolments, making the process faster and more efficient.

Offer Enrolment Button

NEW NEXTGEN ONLY

A new option has been added to quickly navigate from the Offer to the Enrolment(s) created by accepting the offer.

  • If the is single enrolment for that offer, you’ll be taken straight to that enrolment.

  • If there are multiple enrolments, you’ll be taken to the student’s enrolments, automatically filtered by that offer.

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Offer Enrolments Button


Students Updates

⚠️Student Special Support – Now More Visible

NEW NEXTGEN ONLY

In July 2025, we introduced Student Special Support, allowing you to record and track support needs.

With the August 2025 release, if a student has an active Special Support entry, a tag now appears on the Student, Offers, and Enrolments headers. This ensures staff can easily see support requirements and provide the right assistance throughout the student’s journey.

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Special Support Tag

Student Enrolments New Filter: Offers

NEW NEXTGEN ONLY

A new filter is now available in the Enrolments tab under Students.

This filter lets you quickly select an Offer and view only the enrolments created from that offer’s acceptance.

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Finance Updates

External Reference and Payer in Ne Invoices

NEW NEXTGEN ONLY

When creating a new invoice from an enrolment, you can now specify both the Payer and an External Reference for the invoice.

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New Invoice Modal

Customise Payment Types

NEW

Over time, some Payment Types used for recording financial transactions (such as receipts) may become outdated or irrelevant. You can now manage these by marking them as Inactive or deleting them if they’re no longer needed.

Payment Types that have already been used in transactions cannot be deleted, but they can be set to Inactive to prevent further use.


Templates Updates

Data in Template Section

NEW NEXTGEN ONLY

Identifying which bookmarks are used in a template is now easier. A new Data in Template widget has been added to the Template Details page. This widget displays the objects and grids included in the template, making it simpler to troubleshoot issues and confirm that the right data is being included.

👉 Learn more

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Data in Template Widget


System Settings Updates

⚙️Offers Settings Now Available in NextGen

NEW

Offer configuration and settings are now available in NextGen, with a clearer, more user-friendly design.

👉 Learn more

⚙️Finance Settings Now Available in NextGen

Alongside the new Offer Settings page, the General Finance Settings are now also available in NextGen.

👉 Learn more

Download eBECAS/EDMISS Classic from NextGen

NEW NEXTGEN ONLY

System Administrators can now access and download the latest eBECAS/EDMISS Classic installer and manual update files directly from the Company Information page in NextGen.

No more waiting around — installers are available whenever you need them.

👉 Learn more

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Classic Download


Diary Updates

Updated Diary Page

NEW NEXTGEN ONLY

The Diary grids under Students, Agents, and Leads have been improved with faster loading, smoother navigation, and a refreshed design. They are now aligned with the Shared Diary Search introduced in July 2025.

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Student Diary Tab

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