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Xero Integration Guide

The Xero integration allows you to seamlessly connect your accounting workflow with Xero. This integration enables automatic syncing of contacts, products, and invoices between your SELMA and Xero. If you would like to have integration with Xero enabled, please contact our support team. Key Features Contact Synchronisation: Automatically map your payers with Xero contacts by …

Google (Account-Level Emails) – Setup

Enabling the Google Integration in SELMA allows you to use your organisation’s Google mailbox(es) for emailing directly in SELMA. As such, emails sent from within SELMA are stored in the mailbox’s ‘sent’ folder as well. Note: The below instructions serve as a guide only – please ask your IT Team/Provider about what’s best for your …

Google (User-Level Emails) – Setup

Enabling the Google Integration in SELMA lets your organisation’s users use their Gmail mailbox for emailing directly in SELMA. As such, emails sent from within SELMA are stored in the user’s Gmail ‘sent’ folder as well (and replies will go to the user’s inbox). Note: The below instructions serve as a guide only – please …

3.10.0 Release Notes

Features/Improvements Stripe Integration Integration with Stripe payment processing is now available for handling online payments. Intake Component Propagation When mapping components to an intake, you now have the option to: If propagating to enrolments: NZQA Enhancements Single-Student ROL Generation Added “Generate ROL Request File” button directly in the Student’s “Achieved Unit Standards” section, allowing administrators …

10. ILN, WLN, ACE Reports

In this Section: SELMA ILN, WLN and ACE Reporting For New Zealand education providers delivering programmes funded under the Intensive Literacy and Numeracy (ILN), Workplace Literacy and Numeracy (WLN), or Adult and Community Education (ACE) funding streams, accurate and timely reporting is essential to meet Tertiary Education Commission (TEC) requirements. SELMA supports all the aforementioned …

06. NZQA Qualification Reporting (QE1)

If you deliver Unit Standards, it is crucial to report completed Unit Standards to NZQA, and no later than 2 months after completion. SELMA allows you to create a batch file to upload to NZQA for Unit Standard reporting, i.e. a report detailing multiple completed Unit Standards. Read further to understand how to create a …

3.09.0 Release Notes

Features/Improvements Student Enrolment Validation When enrolling a student directly from the student page, validation now runs when selecting an intake. If the student is not validated for that intake, they will be deselected with a notification. Valid students for the selected intake will appear in the selectable list. When changing intakes after adding students, validation …

3.08.0 Release Notes

Features/Improvements Event Management Student and Enrolment Management Communication Enhancements Intake and Class Improvements User Interface Improvements Reporting and Compliance Integration Improvements Performance Improvements Bug Fixes Search and Filter Fixes Email and Communication Fixes Student Management Fixes Enrolment and Component Fixes Class and Attendance Fixes Date and Time Fixes Reporting Fixes

3. Link Organisations and Students

In this Section: Link Existing Organisation to Student You can link any Organisation with an “Active” status to a Student. On the Student profile, go to the “Stakeholders” tab. You’ll see two groups: Related Contacts and Related Organisations. Figure 1i: Student | Stakeholders Tab Click the following “+Add” button under “Related Organisations”. Figure 1ii: Link an Organisation to the Student Fill out the required Organisation details, marked …

3.07.0 Release Notes

Features NSI Integration USI Verification  Allows users to verify a student’s USI directly within the platform. Note: This release includes verification only — creation and updating of USIs are not yet supported. Marking Campus Level Public Holidays as N/A When Attendance Registers Are Created Added a new attendance code, ‘NA’ (Not Applicable). When generating attendance …