Our latest update will be applied to your live system w/c 15th July and features new payment gateway integrations with Adyen & WPM Education, the highly anticipated Custom Field Builder, and lots of little improvements and additions to your accessplanit system!
It is now possible to build your own custom fields within your accessplanit system!
If you need to store any additional information about your Users, Delegates, Courses or Course Templates, simply create a new field in your system to store it. You can create free text fields, numeric fields, checkbox fields and date fields using this new tool.
Access the new Custom Field Builder via the Administration menu options.
We have integrated with the Dutch payment gateway Adyen, Adyen are a good payment solution for large, low-risk businesses.
Adyen currently work with a bunch of well-known names including Uber, eBay, Microsoft, Esty, Evernote and Spotify and have plenty of blog posts and online reviews praising their service.
Our integration with Ayden uses their 'Components' approach, where the Adyen service is built into your accessplanit shopping basket so that the user is not taken away from their basket to complete their payment.
If you would like to know anymore about Adyen, please take a look at their website.
If you would like to know how to set this up or about what is involved, take a look at our dedicated Ayden Guide.
Payment Gateway - WPM Education
Another new payment option! WPM Education are an education-industry based payment platform that work with many big named universities including the University of Manchester, Harper Adams University, University of Oxford and University of Birmingham.
Our integration with WPM Education allows you to organise and manage your accessplanit payments alongside other education based payments such as accommodation fees, library costs and course loans.
If you are interested in getting use out of the integration between WPM & accessplanit please take a look at our dedicated guide.
The Success Overview provides delegates with detail about how well they performed on the course, if you allow your delegates to resit eLearning courses you can now hide this info from them by unchecking the 'Show Success Overview for Delegates' option within your eLearning course package settings.
Displaying CourseDate fields in UserCourseDate templates
Displaying User fields in UserAward templates
Displaying CourseTemplate fields in CourseDate templates
The format required for this is @@ModelName.PropertyName
Here are some examples
Shopping Basket - VAT % now hidden
The percentage value of VAT on the final stage of the shopping basket has been hidden. This previously displayed the VAT % relating to the training provider (i.e. '20%') whether this was accurate for the user's shopping basket or not! So to prevent confusion, we have tucked it away behind the scenes and now the user just sees the value of the VAT being added to their basket.
Invoices - Drive Delegate status based on Invoice status
You can now drive the status of your delegates based on the status of their invoice!
Choose the status that is assigned to delegates when
Their invoice is outstanding
Their invoice is part completed
Their invoice is completed
This means that you can (for example) set all of your delegates to be 'Provisional' or 'On Hold' until you have received full payment for their booking, at which point they will automatically be updated to the status of 'Booked'.
Have a chat with your CSM here at accessplanit it you would like to start using this!
Quick disclaimer: please bear in mind that this functionality will not work with any other auto-status functionality such as auto-promote waiting list delegates to booked when a place becomes available. This functionality also will not work in conjunction with the transfer wizard, as Delegates will automatically be added as Booked on the new course.
Send invoices as 'not posted' You can now send your invoices from accessplanit to Sage with a status of not-posted, allowing you to make changes to them before they are fully committed.
Hide Global Tax Rate and Global Nominal Code from the feed You can now hide the two 'Global' values from the feed so that the tax rate and nominal codes are pulled from each individual invoice item rather than the invoice itself
Both of these new settings are available now so please get in touch with a member of the helpdesk team to get them enabled or to ask any questions about them.
Course Templates - New field for managing Cost Centre
You can now store the cost centre for your courses within your accessplanit system, this is a new field available against each of your Course Templates.