August 2026 Updates (NextGen)

August 2026 brings major enhancements to Scheduled Payments and External Payments, making payment workflows more flexible and efficient.

This release also introduces new capabilities across Documents, APIs, Study Tours, student management and more, with practical improvements designed to simplify everyday processes.

Here’s what’s new. ✨

Finance

📆 Scheduled Payments

Export Available Payments to Schedule

NEW NEXTGEN ONLY

You can now export the list of payments available to schedule, making it easier to review, share and action payment information.

For example, you can send the exported list to an agent so they can clearly identify which payments are ready to be scheduled and which commissions are ready for invoicing.

New Credit Type Field in Payable Fees Search

NEW NEXTGEN ONLY

The Credit Type field is now available in the Payable Fees Search when scheduling Agent Commission payments. It identifies whether the payment originated from a Receipt or Fees Transfer, providing clearer visibility into the source of each payment.

If the column is not displayed by default, you can add it using the Column Chooser.

Stay on Page After Creating a Scheduled Payment

NEW NEXTGEN ONLY

A new Stay on this page option lets you remain on the Create Scheduled Payments page after scheduling a payment, making it faster to create multiple Scheduled Payments without returning to the page each time.

Your selection is remembered and automatically applied the next time you return.
Learn more

Choose Your Preferred Scheduled Payments Layout

NEW NEXTGEN ONLY

A new layout control is now available on the Create Scheduled Payments page. You can display the Payable Fees Search and Payment Summary sections side by side or stacked, depending on how you prefer to work.

Your selected layout is remembered and automatically applied the next time you return to the page.
Learn more

💳 External Payments

New Settlement Date and Net Amount Flag Fields

NEW NEXTGEN ONLY

Two new fields are now available in the External Payments object, providing more accurate payment information for reconciliation. Both fields are available in the External Payments Search Grid and on the Details page.

• Settlement Date
  Records the date the payment was settled, separately from the Transaction Date. This is useful when a payment is settled on a different date from when the transaction occurred.

• Net Amount Flag
  Identifies whether a payment is Net (excludes Agent Commission) or Gross (includes Agent Commission). This distinction ensures payments are reconciled correctly, as Net payments do not allocate funds to the Agent Fee.

Settlement Date and Net Amount Flag Available in Payments Import

NEW NEXTGEN ONLY

When importing External Payments, you can now map the new Settlement Date and Net Amount Flag fields directly from your source file.

• Settlement Date
  Map a separate settlement date column, or use the same column as the Transaction Date when both dates are the same. This ensures the Settlement Date accurately reflects when the payment was settled.

• Net Amount Flag
  To import a payment as Net, map a source column containing y, Y, or 1. If the field is not mapped, it is empty or contains any other value, the payment will be imported as Gross.

Learn more

Skip Agent Commission Allocation for Net Payments

NEW NEXTGEN ONLY

When an External Payment is marked as Net, the automated reconciliation process will not allocate funds to Agent Fee items. These Agent Fee items will remain outstanding, as a Credit Agent Fee is not created automatically.

For manual reconciliation, Agent Fee items will not be preselected for Net Payments, but they can still be selected and adjusted manually if required.

Automatic Column Mapping During Import

NEW NEXTGEN ONLY

External Payments import now automatically maps columns when the headers in the source file match the corresponding field names, reducing manual selection and making the import process faster.

Net or Gross Payment Badge in Manual Reconciliation

NEW NEXTGEN ONLY

When manually reconciling an External Payment, a new badge in the reconciliation wizard clearly identifies whether the payment is Net or Gross, making the payment type easy to see during reconciliation.

Learn more

✏️ Students

Manage Student Language Levels in Next Generation

NEW

Language Levels can now be recorded against both Students and their Enrolments in Next Generation. You can also configure Language Levels and Language Level Bands directly in Next Generation Picklists, providing a more structured way to maintain and use language proficiency information across the platform.

See our guide to learn more about configuring and using Language Levels.
Learn more

🗄️Documents Store

A Refreshed Document Details Page

NEW NEXTGEN ONLY

Documents now have a dedicated Document Details page, giving you a complete view of the document and its information in one place.

Each document also has a unique URL, making it easy to share a direct link with other users who have access to the document.

You can open the Document Details page using the Details button in the Document Preview header, or directly from the Documents grid through the Actions panel.
Learn more

Enhanced Notes Now Available On Documents

NEW NEXTGEN ONLY New Permission Required

You can now add Enhanced Notes directly to documents, providing a convenient way to add context, collaborate and keep relevant discussions connected to the document.

As with other Enhanced Notes, you can @mention users to bring something to their attention or request an action, such as reviewing or approving a document.

This is particularly useful for document workflows that require input or follow-up from multiple team members, keeping the communication and document together in one place.

🎓 Study Tours

Apply Student Count to Student Multiplier

NEW NEXTGEN ONLY

A new button has been added to Study Tour Offer Items, allowing the current Student Count from the Study Tour Offer to be applied directly to the Student Multiplier. The button also displays the current Student Count, making it easy to confirm the value before applying it to the Offer Item.
Learn more

Arrived Field for Study Tour Enrolments

NEW

A new Arrived field is now available for Study Tour Enrolments. When a Study Tour Enrolment is marked as Arrived, the Arrived status is also applied to all linked individual Student Enrolments.

Study Tour Enrolment Number on Individual Student Enrolments

NEW NEXTGEN ONLY

Individual student enrolments that are part of a Study Tour now display the associated Study Tour Enrolment Number in the header.

The enrolment number links directly to the parent Study Tour Enrolment, making it easier to move between the individual student enrolment and its associated Study Tour.

🪄 Usability

Students

Open Students in a New Tab or Window from Quick Search

NEW NEXTGEN ONLY

Student Quick Search now gives you more flexibility when opening search results. Right-click a student to choose how you want to open the record, or use familiar browser shortcuts:

• Ctrl / Command + Click to open in a new tab

• Ctrl / Command + Shift + Click to open in a new window

Offers and Invoices

Flexible Length Entry for Insurance Items on Offers and Invoices

NEW

When adding or editing an Insurance type product that is Weekly/Daily based on an Offer or Invoice, the coverage period can now be entered using a combination of Weeks and Days.
Learn more

Finance

Quick Link to Deposit in Receipt Details

NEW NEXTGEN ONLY

A direct link to the associated Deposit is now available from Receipt Details when the Receipt has been verified to a Deposit.

Agents

Agent Contract Start and End Dates at a Glance

NEW NEXTGEN ONLY

The Start Date and End Date of an Agent Contract are now displayed in the header section of Agent Contract Details.

Apps and Integrations Updates

🚀 API Version 2 Updates

Agent Employee Endpoints

NEW API v2

New endpoints to get, search and create Agent Employees are now available.

Get Notified When a New Token Is Created

NEW API v2

For greater visibility and security, an in-app and email notification is now sent to the user whenever they create a new API v2 token.

This provides immediate confirmation and helps users keep track of new API access.

See Who Created Each API Token

NEW API v2

The API token list now displays the user who created each token, making it easier to identify token ownership and keep track of API access.

📊 API Version 1 Updates

Booking Date Field in Revenue by Start/Booking Date Report

NEW API v1

The Booking Date field is now included in both the Revenue by Start Date (/revenuebystartdate) and Revenue by Booking Date (/revenuebybookingdate) reports.

🌐 Students/Teachers Portal Updates

Update Your College Logo for the Portal Login Screen

NEW

A new option has been added to Portals Administration Options for uploading the College Logo displayed on the Student and Teacher Portal login screen.

Learn more