New Features
Bulk invoicing from Not Yet Invoiced
The Not Yet Invoiced tab has a new By Object view that groups all uninvoiced fees by who they belong to, whether that is an enrolment, application, student, contact or organisation, showing one row per object with its fee count and total. You can select several objects and generate one invoice each in a single action rather than building them individually, and each new invoice automatically allocates the payer’s unallocated payments. Filters are available for object type, programme, intake, organisation, enrolment status, application step and start date ranges, with each dropdown showing only the values that actually appear in the list. The original By Fee Line view remains available via the toggle.
Links in the Resource Manager
A resource can now be a link instead of an uploaded file. When adding a resource you choose either File Upload or Link, and a link resource holds a web address, for example a SharePoint or Google Drive location, using none of your storage allowance. Links can only be created in the Resource Manager, so to use one as course material, create the link resource first and then select it on the programme or component. Once attached it behaves like any other course material: students see it in the portal with a link icon and an Open Link button that opens the address in a new tab, and link resources can also be placed on portal dashboard cards. The choice between file and link is fixed once a resource has been created. Existing file resources are unaffected.
Entry requirements confirmation
A new setting in the Object Configurator lets you show a programme’s entry requirements during enrolment. With it switched on, the enrolment screen presents the selected programme’s entry requirements and requires the user to acknowledge them before the enrolment can be submitted. The setting is off by default, and the step is skipped entirely where a programme has no entry requirements recorded.
Contact portal
New portal configuration allows contacts to view intake details and drill through to the enrolments for an intake. NSN now appears on student details in the contact portal, and both NSN and middle name are available when a contact enrols students.
Applications on intakes
A new Applications tab appears on the intake detail page when the feature is enabled, so you can see the applications attached to an intake without leaving it.
Duplicate student detection on form submissions
Form submissions are now flagged where the first name, surname and date of birth all match an existing student. A flagged submission gives you a button that opens the student merge screen with the two records already selected, so possible duplicates can be reviewed and resolved as they arrive. Nothing is merged automatically, and the person filling in the form sees none of this.
Zoho attachment sync and expanded field mapping
A new Attachments column in the Zoho Module Selection table lets you enable or disable attachment pull per module, and attachments now come through for enrolment-bound modules. Custom Zoho modules route their attachments to the correct SELMA record automatically based on the module’s primary entity binding, and Zoho instant notifications now register correctly. The field mapping dropdown has been expanded: students gain Other ID 1 and 2, Contact ID, Previous Name, Phone (Work) and Email (School), plus Status, Gender, Citizenship, Country of Birth and Title lookups; enrolments gain Finished Date and Withdrawal Reason; intakes gain Status; and organisations gain Legal Name, Tax Number, Active, Organisation Type and Country.
Enhancements
Cross credits: when components are cross credited by the Record of Achievement, the completion date is now set from the assessment date on the RoA. Components marked “Exclude from NZQA” are no longer cross credited even where the Record of Achievement shows a past completion.
Moodle imports: the Reload courses and Reload gradebook items buttons on a Moodle instance now open a window where you can narrow the import to a single Moodle course, and for gradebook items to a single Moodle user. Large courses that previously timed out can now be imported by supplying the ID of any user enrolled in the course. Leaving the fields blank imports everything exactly as before.
Training agreements: when a training agreement is re-sent, its student and employer sourced details, for example a corrected learner occupation code or updated employer details, are refreshed first. A corrected agreement can now be re-sent without creating a brand new one, and the original signed date is kept.
Programme intakes: the Intakes tab on a programme now has filters for start and end date and for intake status, and the date column sorts in true chronological order.
Marks on enrolment components: the Grade column in the enrolment component view now shows the numeric mark alongside the grade, for example “A (85)”, so the score is visible at a glance.
Programme components: the compliance details shown on a programme component card now match the fields in its edit form, so the information stays consistent whether you are viewing or editing.
SDR classification lists: SDR lookup data has been updated to match the latest classification, so schools and codes that are no longer listed by TEC are deprecated and newly listed ones are available.
Performance: the API documentation page now loads reliably and no longer places heavy memory load on the service, and the amount of data held for each signed-in session has been substantially reduced, which lightens the load across the platform.
Bug Fixes
Invoicing: voided invoices are no longer counted towards Amount Due on the student index application list or in any other balance calculation. A negative fee line no longer displays as positive on the Create Invoice window, so discounts subtract rather than add and the window matches the invoice once it is created. Form submissions carrying a 100% discount are now processed correctly instead of leaving the student unpaid for the full amount.
Work-Based Training: withdrawing a work-based training enrolment now withdraws its linked training agreement correctly rather than leaving it in the wrong status, and sends a single withdrawal to the DXP instead of a duplicate that logged a spurious error. Where an enrolment is missing its New Zealand study type, syncing it or changing its status now shows a clear message saying the study type is required instead of failing with an error.
UIP report: the report no longer shows false duplicate record warnings against learners with a single enrolment. Rows were being repeated wherever a campus, passport or course record existed more than once, and those repeated rows were also written into the file submitted to NZQA and inflated the record count on screen. Each enrolment component now produces a single row, so the validation screen and the generated file both reflect the true number of records.
Grid reports: the on-screen preview now preserves the order the report’s query returns rather than re-sorting by the first column. Column headers can still be clicked to sort manually.
Workflow Builder: email and text steps can now be sent to any recipient shown in the Send To list. Previously only the student and a small number of closely related recipients could be saved, and choosing anything else, such as a student’s account owner or that account owner’s contact record, was rejected on save even though the option was offered. Workflows triggered by an attendance register were affected most, as no email step could be saved at all. These now save normally.
SELMA Forms: the student organisation association type set when building a form is now applied to the student to organisation relation instead of always defaulting to Employer. The paid status on form submission PDFs no longer shows incorrectly where no payment has been recorded, and the Form Submission dashboard widget now shows the date each submission was made.
Enrolments: the Edit button on an enrolment works again, opening the edit form instead of showing an error. Re-adding components to an enrolment that already holds them as finished-incomplete now attaches each child to the active parent rather than the old one, and components that were already linked to the wrong parent are corrected on upgrade. Component mapping on a programme, intake or enrolment now lists only active components, so inactive, retired, expired and deleted components cannot be selected by mistake.
Attendance: on the attendance tab, the Show Active Enrolments and Show All Enrolments button now describes what will happen when you click it rather than what is already shown.
Portal log-in: where the same person exists as a student, a contact and a user, arriving through a portal log-in now opens their portal, their student view where they have one and otherwise their contact view, instead of always landing on the admin dashboard. Impersonating one of these people opens the correct portal too, and leaving impersonation returns staff to the view they were in.
Intake document previews: previewing reports from an intake bulk send email no longer picks up an enrolment that happens to share the intake’s ID. Enrolment reports preview against an enrolment and intake reports preview against the intake.
Campus compliance: the Australia compliance card stays visible and editable on a campus whose status is Inactive, so AVETMISS delivery location data can still be viewed and corrected.