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Your September 2023 update includes support for All / Any DataGrids, and support for Account & Account Group Price Schemes in your Checkout basket

Table of Contents

Checkout - Price Schemes

This release includes support for Account & Account Group based Price Schemes in Checkout.

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  • We stringly discourage the use of varying cost types in both baskets, for example if your Course costs £100 per day we do not recommend having a Price Scheme on this Course of £300 per session. Within Checkout, if you do need to use different Cost Types you must turn on the ‘auto-commit’ Invoices functionality for thes costs to be accurately applied to Invoices.

  • Within the Checkout basket, Course Template Price Schemes are not included in the lookup of Price Schemes for Classroom and Webinar Courses, only Price Schemes that are assigned to the Course will be referenced. This means that you can confidently refer to the Price Schemes on the Course to know which Price Schemes will be valid for bookings on this Course.

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Checkout - No default Payment Type selected when there are multiple options

In this release, we have updated the Payment Type drop-down box in the Payment step of the Checkout basket to no longer pre-select a payment option for them, this means that there will be less users that miss this step and checkout using Invoice instead of paying up front!

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However, if they only have access to one payment options (i.e. just Stripe), they will continue to have this option pre-selected for them.

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Forms - Help Text

In this release we have added in our first Help Text into the platform forms!

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This help text is to provide clarity on what the settings are for in your platform, to help new team members get to grips with your accessplanit platform more quickly and confidently. Many of the help texts will also including a link to our knowledge base so that you can learn more about that feature and hopefully get more out of your accessplanit platform!

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DataGrids - All/Any Filters

We have added in support for Any/All DataGrid Filters, these allow you to build filters that treat their rules/conditions as an ‘Or’ rather than an ‘And’.

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