Page Comparison

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Checkout - Support for Barclays ePDQ payments

Our latest payment gateway addition to Checkout is Barclays ePDQ!

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If you are already using Barclays ePDQ to take payments through your accessplanit shopping basket, you can continue to use the same Barclays account when you transition to the new accessplanit Checkout basket. Please read through our dedicated guide for Barclays ePDQ to update your back-office settings to configure your Barclays account correctly for Checkout use.

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Checkout - Support for partial payments/deposits

It is now possible to allow your customers to make deposits for their Courses through your Checkout basket, instead of paying the full balance upfront.

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If you cannot currently see these partial payment options, please get in touch with a member of the accessplanit team to enable them for you!

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Custom Fields - Store custom information about your Resources

Your accessplanit platform is built to be configurable to support a wide range of processes and ways of working, and Custom Fields play a big role in this.

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Here are examples of the type of information you can store within Custom Fields about Trainers and Venues, to then use to select the best Resource for each course you offer!

Trainers

• Highest Qualification Level
  Store your trainers' highest academic degree or professional certifications

• Areas of Expertise
  List the subjects or topics each trainer specialises in

• Teaching Experience
  Record the number of years each trainer has been teaching

• Training Formats
  Store whether your trainers are available to lead classroom courses, webinar courses, or both!

• Feedback / avg ratings
  Store your trainers' average rating from your customer feedback

• Languages Spoken
  If you run courses in a variety of languages, store the languages each trainer can deliver in

• Training Style
  Store your trainers' approach to teaching (such as; authoritative, delegative, facilitator, demonstrator)

Venues

• Room Layout
  Store the layout of each training room (such as; classroom-style, theater-style, U-shaped, boardroom, etc.)

• Facilities and Amenities
  List available facilities such as audio-visual equipment, whiteboards, projectors, and Wi-Fi access

• Accessibility
  While your accessplanit platform already has a standard field for recording if your venues have disabled access, you may wish to report on other relevant accessibility features

• Parking
  Store information about on-site or nearby parking options

• On/Off Campus
  Define whether each venue is on or off campus
  

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Credit Notes - View which Invoices each Credit Note has been used on

You can now quickly view the details of the Invoices your Credit Notes have been linked to from your Credit Notes DataGrid!

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The Invoice References that are included in the 'Linked Invoice' DataGrid column are dynamic! This means that you can click on them to have a shortcut through to view the Invoice, and manage it in the Invoices DataGrid!

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Price Schemes - Update to price lookup on Class & Web Courses

In this release, there is an update to the way that Price Schemes are looked-up when they are applied to Bookings & Invoices.

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If you would like to learn more about Price Schemes, please take a look at our dedicated Price Schemes guide.

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Accessibility Updates

There are two accessibility changes included in this latest update!

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