December 2022

Performance Improvements

Your September 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!

Here are the headline performance improvements coming to your platform:

1. 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.

2. 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.

3. 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

Following this release you will be able to opt-in to a change to the way that your Credit Notes are displayed for Sessional Courses.

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.

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

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!

Invoices API Feed - Additional Information Available

In this release there are several additional fields available in the accessplanit Invoices API Feed endpoint:

1. Invoice Type
   This will either display Invoice or Credit Note to indicate if the item in the feed is a Invoice or a Credit.

2. Currency Code
   This will display the currency code of the Invoice, such as GBP, EUR or USD.

3. Tax Rate
   This will display the rate of tax for this invoice, please bear in mind that the tax rate may differ for individual items on the invoice if any of the items purchased are tax exempt.

4. Invoice Address
   This will display a link to the address API Feed endpoint so that you can lookup the address for the Invoice.

Invoice Generator - Select to Invoice Users or Accounts

In this release we have made a update to a setting within the Invoice Generator so that it works in the same way when generating Invoices for Course Bookings, and Product Purchases.

The setting, previously a checkbox option labelled ‘Include Private Bookings’ has been updated to be a drop-down box.

With these changes, you will select from the new “Generate Invoices for Target Type” drop-down box whether you would like to generate Invoices for Accounts or for Users.

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.

Security - XSS Vulnerabilities Remedied

Finally, within this release we have remedied several XSS Vulnerabilities identified within penetration testing to prevent hackers intercepting requests, and modifying them in an attempt to introduce malicious client side code.

These updates include:

1. Sanitisation of user inputted data.

2. Prevention of non-accepted characters being accepted in request parameters.

3. Preventing cookie information from being retrieved by users.

Bug Fixes

• Delegates are now automatically selected once they have been created in the Checkout basket

• Issues with Managers accessing their Users DataGrid has been resolved

🤗 If you would like any support with any of the new features or changes please get in touch with our Customer Support Team.

🤔 If you have any ideas of how we can improve the product further, please log these on our Product Portal.

Finally, if you would like to be a part of our product development process, you can join our Product Loop Club! Read more about our Loop Club.