Description The following Provision fields can be changed in order to perform recalculations: Charge Type Start Date End Date Currently this means Charge/Cost transaction data is deleted. Now instead of deleting the affected record, Calculated Estimate and Edited Estimate values are set to Zero. The transaction data for these Charges/Costs remains unchanged. For example: Charge/Cost with a transaction record that […]
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Description Currently, users can change a provision’s Base when a transaction has a Status of Authorised or Issued. To prevent the association between the payment transaction and the original base being lost, an error now displays when trying to save. Base changes not allowed. Provision has authorised or issued payments. Users need to create a new provision for the student at […]
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Description Student Enquiry | Provision When a user searches for a student, a Provision Summary table displays. A column for Provision ID has been added as the last column on the summary table. This makes it easier for customers to audit Provisions. Student Enquiry | Provision | Provision Allocation | 01. Provision Details Provision ID also displays on the Provision Allocation Details […]
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Description Users can now select the desired Excel file format for exporting Student Chronology data. Data can be saved as either an Excel 97-2003 Workbook (.xls) or an Excel Workbook (.xlsx).
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Description When using the Import Tool to upload data from csv files, the character limit for the UDF field has been increased from 250 characters to 2000 characters. Additionally, Activity Id has been added in the panel 01. Activity Details in both Student level and Involvement level activities which can be used to identify Import Tool and other updates.
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