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Performance Improvements
Your September December platform update is focused on improving the performance of your accessplanit platform. These changes will mean that many pages of your platform load much faster for you, in particular your DataGrid pages!
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Enhancements to the Invoice Generator to better support platforms with lots of Course Templates
We have improved the way that the Invoice Generator looks up items to be invoiced, to speed up this process in platforms that have a high volume of Course Templates.DataGrid Performance Improvements
We have improved the way that data is loaded when you first open a DataGrid page so that loading DataGrids is much quicker.DataGrid Search Performance
We have added a new option into your DataGrid Search boxes so that you can choose to search on ‘Exact Matches Only’:
This new setting not only makes your searches run much quicker, it also means that you can complete more specific and accurate searches, such as a search in the Users DataGrid for ‘Tom’ with the new ‘Exact Matches Only’ option turned on will only show you matches for ‘Tom’ and filter out any ‘Tomas’, ‘Toma’, ‘Tomé' and 'Tommie’ Users.
Credit Notes - Sessional Courses
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Currently, if you cancel or transfer a Delegate from a Sessional Course, the resulting Credit Note will only contain the parent (sessional) Course, it will not include the individual sessions that the Delegate was booked onto.
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This can make reporting on income quite tricky if you charge per Session rather than charge for the Course as a whole, particularly if any of your sessional courses span over several months! As while your income for the course will be allocated to each session, any credits will be allocated to the parent course which may have been several months earlier than some sessions.
Following this release, you will be able to have your Credit Notes for Sessional Course Delegates & Placeholders contain a line item for each Session
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If you would like your platform to be updated so that your Credit Notes list each of the Sessions that the Delegate was booked on, in addition to the parent Course, then please get in touch with a member of the accessplanit team here and we’ll get that set up for you!
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Invoices API Feed - Additional Information Available
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WorldPay - Make Payment
If you use our WorldPay Corporate Gateway integration, you can now take WorldPay payments through the Make Payment page in your platform!
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WorldPay payments are also supported in accessplanit’s Checkout basket.
If this is the only feature preventing you from switching from accessplanit’s old shopping basket to the new Checkout basket, please get in touch with your Customer Success Manager to start making the move over to our newer, more user-friendly basket option!
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Security - XSS Vulnerabilities Remedied
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Delegates are now automatically selected once they have been created in the Checkout basket
Issues with Managers accessing their Users DataGrid has been resolved
An issue where duplicate amounts were appearing on invoices has been resolved
We have fixed an issue where some DataGrids did not support exporting all pages
An issue where Booking-based Discounts were not being included on an invoice has been resolved
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🤗 If you would like any support with any of the new features or changes please get in touch with our Customer Support Team.
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