Invoice Offset Due Date at End of Month (AX-15907) Ideas Forum
A new 'Due at end of month' option has been added to accompany the Invoice Due Date Offset settings. The Due Date Offset causes the due date of an invoice to be a number of days after the date an invoice is created. If the offset is set to be due at the end of the month, the invoice due date will be the last day of the month that the offset due date falls within. For example, if an invoice is issued on the 10th of January with an offset of 30 days, the due date would be the 9th of February. If 'Due at end of month' is enabled, the due date would instead be the 28th of February.
This setting can be enabled by default for all invoices in the Additional Options tab of the System Settings or individually set for particular organisations to help facilitate scenarios where particular companies pay with end of month terms.
Workshop Attendance on the Contact Profile (AX-15985)
Workshop Attendance information is now displayed on the Contact Profile within the Workshop Participation Record section. A new column has been added that will show the total number of sessions for that Workshop as well as the number of sessions that have been marked as attended. Hovering over this column will display more detailed information about the attendance including the number of dates that have been marked as not-attended. For performance purposes, the Workshop Participation Record section will now also be collapsed when the Contact Details page is first loaded. This will help make the loading time of the Contact Profile page as fast as possible particularly with Contacts that have multiple Workshop enrolments.
Responsive Columns Assessment Display Component (AX-15869)
A new Assessment Display Component has been added for Responsive Columns. These columns can be used to split a section of the Assessment content into 2 or 3 columns that will span the whole width of the display area. This can be included in your Assessments by clicking the Plus icon or right-clicking in the content area and selecting it from the list. Some general improvements have also been made to the styling and formatting of some of the existing Assessment Display components (AX-16037).
- The Billing Intervals of Ezypay Subscriptions are now able to be edited after they have been activated. This means for Weekly billed Subscriptions, the day of the week can be changed and for Monthly billing, the day of the month can be changed. After changes have been made, the next billing date and future payment dates will be updated. (AX-16088)
- Some improvements have been made to the interface used to create or update Ezypay Payment Plans to make it more clear which information is required. (AX-16182)
Preserve Online Assessment Response Notes (AX-16062)
A new “Preserve Responses Notes” setting is now available for Online Assessment Types. When using Build on Attempts, this setting controls if any Notes (including Feedback and Evidence notes) present against question responses will be duplicated to the responses in the new Attempt. Additionally, an issue has been resolved where Notes duplicated to new Attempts would not have the created date and time of the original note.
Card Number USI Validation (AX-16187)
In line with the notice from the USI office, we have updated the validation for creating USIs with a driver's licence to make the card number field mandatory for all states.
Client & Agent Portal URL Changes (AX-16223)
The Client and Agent Portals have had their URLs changed to: https://clientportal.app.axcelerate.com and https://agentportal.app.axcelerate.com respectively. The previous URLs will still also be valid, meaning any existing links you have will continue to function as they would have prior to this change. This change was made as part of ongoing background improvements that aim to maintain the stability and security of the platform.
AX-15854 - An issue has been resolved where the Class Matrix View columns were not resetting correctly between views. The columns added by switching to Workshop enrollment will now be reset when the view is changed.
AX-15999 - An issue has been resolved where an error could be encountered when attempting to to Enrol all Participants booked (in a particular class) onto a selected Workshop.
AX-16035 - An issue has been resolved where an error could be encountered when attempting to add Contacts to a category.
AX-16092 - An issue has been resolved where users were unable to open the Ezypay payment plan mapping tab if any plan somehow did not have an Ezypay Payment Plan ID.
AX-16095 - An issue has been resolved where the user encountered a 404 error while attempting to pay for an invoice without a payment gateway set.
AX-16120 - An issue has been resolved where a Contact wasn't able to have an Organisation with a name longer than 80 characters. This limit has been raised to 250 characters to match the existing Organisation name limit.
AX-16124 - An issue has been resolved where users were able to duplicate eLearning Enrolments by using the back button in their browser after creating a Workshop Enrolment.
AX-16147 - An issue has been resolved where the Xero Invoice ID recorded by aXcelerate could be inconsistent.
AX-16154 - An issue has been resolved where an undefined TypeError occurred while marking online assessments.
AX-16157 - An issue has been resolved where the Select All button for Units of Competency when issuing Completed Qualification Certificate type was not working correctly.
AX-16216 - An issue has been resolved where the Learner portal Header was not using the correct font.
AX-16220 - An issue has been resolved where an API error occurred when sending workflow SMS for certain workshops.
AX-16246 - An issue has been resolved where linking a Contact with no surname to Ezypay will cause an error.
AX-16255 - An issue has been resolved where the Academic Transcript title was being displayed twice.
Online Assessment Assignment Upload improvements (AX-15813)
Learners are now able to view the contents of their pending Assessment Submissions in the Learner Portal. This includes the files and comments they provided along with the submission, as well as a timestamp.
More Assessment Authoring Display Components (AX-15863)
A Card Block and Styled Numbered List have been added as options for the Assessment Authoring content editor. These can be added by right-clicking on the Assessment Authoring content area and selecting an option.
Edit Ezypay Subscription Start Date & Total Amount (AX-15977 / AX-16089)
The Total Amount for an Ezypay Subscription can now be edited. This allows you to change the portion of the invoice related to the Subscription that is applied. The Total Amount of the Subscription can not exceed the invoice it has been linked to. The Start Date for Pending Ezypay Subscriptions can now also be adjusted at the point they are activated if the start date is set in the future.
Learner Help Request Attachments improvements (AX-15991)
Learners can now send messages to Help Requests that contain only attachments and no text. Attachments will also now display a thumbnail when the message has been sent.
Remove Unit Workshop Enrolment (AX-15890)
Workshops linked to Unit Enrolments are now able to be removed from the Unit Workshop Enrolment page. The status of the linked workshop is also now shown.
Saved Report API improvements (AX-15945)
Running Saved Reports through the /report/saved/run API end point now supports paging. The 'displayLength' and 'offsetRows' parameters have been added which control which Report rows are returned in the API response. This only applies to Warehoused Reports.
XLSX Export update (AX-15679)
The file that is generated from exports on the Report Builder, Contact Search, Qualifications, and Workshop Search pages has been updated from .xls to .xlsx.
Agent Custom Fields in Class Enrolments report (AX-13608)
Agent Custom Fields have been added as selectable Filters and Display Fields for the Class Enrolments Warehoused Report.
Bulk Update Assessments Link change (AX-15893)
Assessment names on the Class Bulk Update Assessment Details page will now link to the specific Assessment Instance they relate to. Previously this would link to the overall Assessment instead of the Instance.
Credit Card Surcharge changes (AX-15911)
The Credit Card Surcharge field that appears on the Web & Other Integrations tab of the System Settings (above the payment gateway settings) will now appear more consistently. Previously the display of this field was related to outdated settings but will now be available for more accounts.
Academic Transcript Permission changes (AX-16056)
The Academic Transcript in the admin area no longer requires the Contact Management Update User Permission to be printed.
'Last Updated' fields in Contact Details report (AX-16080)
The Last Updated By and Last Updated Date fields have been added as Display Fields and Filters for the Contact Details - Live report.
Funding Source Code updates (AX-15955)
Four new State Funding Codes (225-228) have been added for 2023 Tasmanian contracts.
AX-15008 - An issue has been resolved where Bulk Duplicating Workshops would cause problems with Virtual Classroom Links.
AX-15313 - An issue has been resolved where contact email addresses that contain an apostrophe would not link correctly to the relevant contact record in HubSpot.
AX-15465 - An issue has been resolved for the Credit Note Item Report when the User's full name was missing for the owner. To rectify this issue, a new ‘Credit Note Owner Full Name’ field has been added.
AX-15877 - An issue has been resolved where pressing the Send Email/SMS button in quick succession resulted in duplicate communications being sent.
AX-15921 - An issue has been resolved where linked Classes for Accredited Workshops were not using the default reporting state (set in the RTO/VET Settings) when created via the calendar Quick Add feature.
AX-15970 - An issue has been resolved where selected Assessment filters did not work when navigating back from the Assessment Print View page.
AX-15980 - An issue has been resolved where users without the Assessment Submissions view permission could see the 'All' tab of the assessments dashboard widget.
AX-15994 - An issue has been resolved where exporting Saved Reports was not including the Report name in the downloaded file name.
AX-16001 - An issue with the Stripe payment gateway not working within the Learner Portal has been fixed. Learners are now able to pay invoices via the Learner Portal when using Stripe.
AX-16030 - An issue has been resolved where trying to open the Print View for Assessment Mapping Review with no tasks mapped would result in an error.
AX-16035 - An issue has been resolved where some contacts were unable to have Contact Categories assigned to them.
AX-16085 - An issue has been resolved where course cards in the Learner Portal were not appearing correctly on smaller screened devices.
AX-16090 - An issue has been resolved where detailed answer feedback would not be shown when previewing a Lesson.
AX-16102 - An issue has been resolved where printing Online Assessments in the Chrome and Edge browsers resulted in an error.
AX-16111 - An issue has been resolved where Virtual Classroom Dates would not be set correctly when Bulk Updating Workshops.
AX-16131 - Issues have been resolved with the Info Block Assessment Display Component where text would not wrap correctly, and trying to select content beneath the component would give inconsistent selections.
AX-16139 - An issue has been resolved where the Academic Transcripts could not be displayed if no Default Learner Role had been set.
AX-16163 - An issue has been resolved where the Academic Transcript was not displaying the correct information in the Training Organisation field.