New Features
Organisation Merge. Organisations can now be merged into one another, with fine-grained control over which areas to carry across — invoices, academic relations, contacts, custom fields, and more.
Visa Subtype and Valid To. Visa records now support an optional Visa Subtype (e.g. AEWV, Subclass 500, NZeTA) that sits under the existing Visa Type, plus a separate Valid To date for cases where a visa’s study window is shorter than its overall expiry. Visa Subtype is hidden by default and can be turned on under Account Configuration; the system ships with around fifty common NZ and AU visas pre-seeded. Default Visa Type labels have also been tidied up. New mail merge tokens are available — {{studentlatestvisasubtype}}, {{studentlatestvalidto}}, and :visasubtype: / :validto: inside the {{studentvisatable}} loop — and the new fields are available in the Report Builder under Student → Visas.
Texting (TXT) UI/UX Rewrite. The text messaging interface has been redesigned as a modern chat-style conversation view. On Student and Enrolment pages you now see the full message history with chat bubbles, delivery status indicators (sent, delivered, failed — supplier-dependent), date separators, and a “Load older messages” button to scroll back through history. The compose bar sits at the bottom with a character counter and template selector. Bulk texting from Intake and Class pages keeps a streamlined compose-only view. Dark mode is supported throughout.
Dual Role Access and Portal Switcher. A single login can now hold any combination of Student, Contact, and Staff/Admin access — for example, a parent who’s also a former student no longer needs separate logins for each record. When a login holds more than one role, a switcher in the profile dropdown lets the user move between portals without logging out. When creating a user with an email that’s already linked to another portal account, admins see a clear confirmation prompt explaining who that account belongs to and offering to link the new record onto it. Profile pages show a linked accounts badge, and admins can unlink a single role from a multi-role login. Email sync between linked records behaves intelligently based on whether the student portal is enabled. Lock warnings on shared logins are clearer, and SELMA Admins / Primary Users can no longer be locked from a Student or Contact record.
Enhancements
Public Trust on Applications. Public Trust submissions can now be set up during the Application stage, not just on the Enrolment. The Public Trust card appears on a new NZ Compliance tab on the Application page and behaves the same as on the Enrolment — submit, view the reference, record received and refunded amounts, and reverse the submission. When an Application is converted to an Enrolment, the existing Public Trust submission carries through automatically, so edits made from either page stay in sync. Existing enrolment-level submissions continue to display on the Enrolment unchanged.
Class Enrolments grid. Six new opt-in columns are available via the Column Manager: First Name, Surname, Start Date, End Date, Time Elapsed (percentage of the enrolment window that has passed), and Progress (percentage of enrolment components marked complete). All six default to off, so existing layouts are unchanged.
Column Manager. The Column Manager admin screen has been refreshed. Grid types are now grouped by domain (Students, Enrolments, Classes, Curriculum, Finance, Accommodation, etc.) rather than presented as one flat list, role columns stay in view as you scroll, and grids belonging to a feature your account has switched off (Accommodation, Placements, Applications, Orders, Quotes) no longer appear. Individual columns are also feature-gated — the Total EFTS column on the class enrolments grid now only appears for accounts using the NZ SDR module.
Grading Schemes — Past Days Warning. A new Past Days Warning field has been added to Grading Schemes (System → Grading Schemes). When a value is set, a yellow warning banner appears in the Grade Selected modal if the attempt date is at least that many days in the past. Leaving the field blank disables the warning.
Custom Fields in the API. Custom field values are now available through the API on Components, Enrolment Components, Intake Components, Students, Enrolments, Intakes, Campuses, Classes, Placements and Users. Each parent resource lists its custom field values as a collection of references; following a reference returns the value alongside the field’s label, API name, and type. Values can also be created, updated, and soft-deleted via the API. Writes are validated against the field’s configured constraints (mandatory, max length, regex, type, options) and account-scoped, so consumers cannot reference or modify another tenant’s data. Field definitions themselves remain admin-only and are not writable through the API.
Exclude from SDR via the API. The Exclude from SDR flag on a New Zealand enrolment component is now available through the public API on the /api/new_zealand_enrolment_component_extensions endpoint, so external integrations can read and update it without using the web interface.
NZ enrolment fields in Workflow Builder. New Zealand enrolment component fields — Exclude from SDR, Funding Source, Funding Category, Attendance Mode, International Fee Category, Course EFTS, Course Credits, tuition and foreign/compulsory cost fees, SDR Committed Date, Apprenticeships, Secondary School Programme Indicator, Unit Standard, Off Job Delivery, Off Job Delivery Provider, and related off-job delivery fields — are now available in the field picker for the Enrolment Component Updated trigger.
Report Builder — Student Identifier. A Student Identifier field has been added to the Report Builder for tracking students who have custom IDs different to the SELMA Student ID.
Event Report Export. The Event Report CSV export now correctly shows the Assigned To user for each event, and the column heading has been updated from “Assigned By” to “Assigned To” so the label matches the data.
Bug Fixes
UIP Report — validation, delivery site, offshore visa and timezones. UIP Report validation no longer blocks providers with NZ citizens or domestic fee-paying learners — missing Passport Number and Immigration Status are now warnings rather than errors unless the learner is International Fee-Paying (fee paying status 02), and Immigration Status code 99 (“Other, e.g. offshore”) is accepted as valid. The UIP delivery site code now assembles from the provider’s MoE number and the campus’s delivery site suffix (e.g. 7375/6 for online delivery) rather than the generic campus code — set the “Course Delivery Site” field on each campus before regenerating the file. International fee-paying students with no visa record on a campus marked as offshore (delivery site 6) are automatically reported as immigration status 99; students with no visa on other campuses still surface as validation errors. Dates in the submission file are now formatted in New Zealand time, fixing a one-day shift that could move a Friday end date to Thursday. The “Course Delivery Site” field on the campus compliance card is now visible to accounts with UIP enabled (previously only visible with SDR).
Background task notifications. Background task notifications now reliably progress from Pending to Processing to Completed (or Failed). Previously some notifications stayed on Pending after the underlying job had finished.
Bulk Enrolment Status Change. Fixed an issue where bulk enrolment status changes were failing to update to withdrawn.
Grading schemes API timeout. The /api/grading_schemes endpoint no longer times out on tenants with large amounts of curriculum data. The response now returns each scheme with its identifying fields (code, name, label, numerical_grading, active, system_default) and its grade definitions inline. The programme components and intake components collections have been removed from the response payload — consumers who need to know which programme or intake components are linked to a grading scheme should query those endpoints directly with the grading_scheme filter, e.g. /api/programme_components?grading_scheme=/api/grading_schemes/{id}.