Product Enhancements

Platform adjustments
We have made some adjustments to various features in the platform:

• Class List enrolment - Enrol button name changed to Direct Enrol
• Cancel Program flow updated - When cancelling a program, you will now be prompted to withdraw all enrolled learners, and send notifications to the learners of the program's cancellation
• Cancelled Programs added to My Programs in Program Delivery
• Program Settings now includes a dropdown option to select the Program's Business Model: Open or Private. If Private has been selected, you can also attach Customers, if enabled.
• Guest Facilitators, with permissions to view shared task feed and commenting enabled, can now be assigned as the Facilitator to comment on learner responses via Social Learning
• Pathways can now be filtered by Location Groups
• Class List Actions - Coordinators can now select the actions ‘Remove from Program’ and ‘Move to Another Program’ when managing direct enrolled learners
• Applications - When referring or enrolling an application learner into a different program from that they applied for, they will still appear in the Applications tab for the program, but their status will be ‘successful’ rather than ‘enrolled’, as they had a successful application, just not for the program they originally applied for
• Enrol Learners popup screen has been cleaned up, removing the step process from the top of the screen
• Transaction/Finance report has been removed from the Reports tab as all Financial reporting will now be done through the Finance System
• Finance emails have been removed from Program level emails, and has been moved to Portal emails

Onboarding - Acknowledge Calendar Download 
We have updated the Calendar screen in the Program Onboarding to include a new toggle, ‘Require invite add and availability acknowledgement’. When this toggle is enabled, learners are required to interact with the Add Session button at least one session listed in the program calendar screen of the Onboarding. They then also have to tick an acknowledgement box before they can proceed to the next screen.

Sales and Finance Suite
The Academy Sales and Finance suite is now available. It includes tools for creating and managing invoices, tracking payment status, and storing program withdrawal terms. The Sales and Finance suite centralises sales and finance functionality for internal teams and customers.

The Sales and Finance suite allows sales teams to create proposals with multiple courses and learners, and send quotes directly to clients. Configured pricing rules – such as early bird rates, corporate discounts, and staff pricing – are applied automatically to quotes. Confirmed orders are converted to invoices for payment.

Revenue and transaction reporting provides finance teams with visibility by program, customer, or organisational unit. Refund requests are managed from a centralised inbox, card payments are reconciled via Stripe, and transaction data can be exported to an accounting system. Credits on hold are tracked across available, expiring soon, and expired categories.

Customers can manage enrolments for themselves or their learners, including selecting course dates, transferring to a different program, or withdrawing. Purchase terms are configured once and applied automatically. Credits on hold are tracked and applied automatically when a customer transfers.

For a more detailed overview of the new Sales and Finance Suite, please watch our Product Launch Webinar Recording

For more information about the Sales and Finance Suite, and how it can be enabled for your platform, please reach out to our team.