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<< Click to Display Table of Contents >> Navigation: »No topics above this level« 2025 Version History |
1.Reports | Participant Reports | Participant Trial Balance. A report of all financial transactions for each member. This report is akin to a detailed Accounts Receivable Trial Balance in traditional accounting software. By default, the report will print for outstanding fees only but this can be changed by selecting No to the parameter, Show Outstanding Only?.
1.Corrected an issue that could cause receipts to have a processing year of zero.
2.Reports | Participant Reports | Member Financial Status. A report of all fees, monies allocated and balance due for each member. This report is akin to a summary Accounts Receivable Trial Balance in traditional accounting software in summary form. By default, the report will print for course fees only but this can be changed by selecting No to the parameter, Show Course Fees Only?.
3.Reports | Course, Class & Schedule | Course Fees Report. A report of students, their course fees due, monies allocated and balance for each course that charges fees.
1.You can now adjust fees for one or more enrolled participants via this module.
2.The Fees Due column now reports student fees due for the course, not total fees due.
1.The Fees Due column now reports student fees due for the course, not total fees due.
2.You may now filter the grid via the Fees Due column. This, for example, allows you to select those students with fees owing only.
Note: The Fees Due column is only displayed if fees have been defined for the course.
1.The menu option name has been changed from Student Fees Paid to Student Fees Analysis.
2.A full analysis of student fees due, paid and balance for each fee type is now provided.
1.The Class Contact List now displays a Fees Due column. The amount displayed is the fee sue for the course only.
1.Items in the Filter Area now wrap if the total width exceeds the device's viewport.
1.The Home screen now has a maximise button.
1.An error that was generated after during fee adjustment has been corrected.
2.You may now filter the list by Course. This allows all participants in a course to have their fees adjusted in one transaction. The workflow is as follows...
a.Select the course required from the dropdown editor at the top of the grid. The system will display only those participants in the selected course.
b.Select the required participants from the grid.
c.Click the Adjust Fees button on the toolbar. Enter the adjustment details as requested and click Ok.
1.The Course Description editor now has a Sanitize button. Clicking this button will remove potentially malicious code from your HTML text. It should be used after copy and pasting text from another website which is quite a dangerous thing to do. In addition to cleansing your HTML of dangerous content the software will also...
a.Remove color from both the foreground and background.
b.Remove Font-Style and Font-Size attributes.
Removing color and font properties will make your text consistent whether it is displayed on-screen or on a report.
1.A new sub-menu called Custom Reports positioned under Reports has been added. Custom reports are read-only versions of the major data entry modules within the system. They show the grid and allow customisation but they do not allow the addition, edit or deletion of data. They are intended for use by those with the Report View authorisation role only to view data and create Excel or PDF reports.
2.Custom reports are available for participants, contacts, courses and venues. It is also available for member's Financial Status.
1.A new sub-menu called Analysis positioned under Reports has been added. This sub-menu will contain Pivot Tables to allow you to "slice and dice" your data. Pivot tables allow advanced analysis of numeric data.
2.Added Attendance Analysis to the sub-menu.
3.Added Member Fee Analysis to the sub-menu
1.A new menu option titled, Venue Details has been added. This will provide details of the class venue when clicked.
2.A new menu option titled, Student Fees Paid has been added. This provides an analysis of course and term fees paid by students in the course.
1.The member financial status calculation has had a performance improvement. Typically, the time to calculate financial status for all participants has gone from in excess of one minute to about a couple of seconds.
1.You may now create a grid report title extending over multiple lines.
1.Corrected an issue that caused the report to display compressed.
The algorithm to calculate printed column widths from screen column pixels has been improved.
1.The Fit to page print method now uses relative column widths in its calculation providing a much neater report with less text wrapping.
2.The Use Grid column width calculation option has been changed to Fit column width. This reflects the new calculation which uses actual column widths to create the report.
In this update our User Interface has been updated to the new Fluent theme introduced by our component supplier, DevExpress. The Fluent theme is an initiative by Microsoft to define a modern, responsive and performant User Interface for use in web applications. For more information, refer to Fluent 2 Design.
For the most part there is little difference between the new theme and the previous choices available to you. It does however remove the need to download multiple themes to your device which should make system startup a little snappier.
1.DecExpress component software updated to version 25.1
2.All modules have been reviewed to ensure compliance with the new fluent theme.
1.This module has been re-written to reflect the new DevExpress fluent theme convention...
a.Legacy themes have been removed with the choices being restricted to Fluent Light and Fluent Dark.
b.An additional parameter, Accent Color has been added which allows each user to select the primary or accent color to their preference.
1.All system reports are now displayed in full screen which occludes the menu. To return to the menu, click the green exit button on the report menu.
1.To comply with current best practice, Birth Date entry is now restricted to month and year only. All display and reporting now prints the Birth Date as month and year. Calculation based on birth date assume the day as the 15th of the month. Birth Date entry remains optional.
1.The parameters previously required to calculate Merchant Fees have been replaced with instruction on how to charge a surcharge within the Eway portal. Be aware the RBA plans to ban card surcharges from 1st July 2026.
1.The Member Details flyout displayed when the details button is clicked on a membership grid now has a Print button. This will create a PDF report of the current displayed grid being either, Statement of Account, Enrolment History, Leadership History or Leadership History.
2.An issue that caused the system to freeze if the Member Details flyout was activated while the grid was maximised has been addressed. To resolve this issue, the grid is now automatically returned to the normal state before the flyout is displayed.
1.The Export button has been replaced by a button titled, Excel.
2.Export all or export selected options have been removed from the drop-down. There is now a Selected Only? button to display only rows selected. The export option only exports visible rows.
1.When you click the Excel button a popup dialog will be displayed giving you the ability to input a title. The title is used as the downloaded data file name.
2.You can now create a PDF report from the grid's data.
3.When you click the Print button a popup dialog will be displayed giving you with the ability to input a title. The title is used as the downloaded data file name as well as the report title for the report. In addition, Pdf reports have the following options...
a.Print Portrait? by default, reports will be created in landscape orientation. Tick this box to display in portrait mode.
b.Column Widths. Your options are...
i.Fit To Page. The default is to print the report so that it will fit on one page.This may result in excessive word wrapping to make each column fit.
ii.Use Grid. The alternative is to use the relative grid column sizes when creating the report. if Auto Fit has previously been applied to the grid, this option will result in minimum word-wrapping on the report. However, reports with many columns may extend over more than one page.
c.Font Size. A choice of common font sizes, the default being 8pt.
d.Page Size. You may choose A4 or A3 page size.
Combined with the ability to manipulate the grid by sorting, grouping, filtering and column layout, you now in effect have a report writer to create your own PDF reports.
1.Images inserted into course descriptions must now be limited to 100KB in size. This has been done to ensure our software remains performant for all members. An image can be made significantly smaller by...
a.Resizing the image. A maximum image width of 480 pixels is recommended.
b.Compressing the image using tools such as TinyPNG
1.By default, the Sidebar menu is now hidden on small screen devices such as tablets or laptops. This change has been made to increase the screen space available to application content. To activate the menu you may...
a.Hover over the menu button at the top left of screen, or
b.Click the menu button at the top left of screen, or
c.Press the Escape (Esc) key.
2.The Sidebar menu button is now hidden on the report viewer. To exit the report press the exit button on the report menu. This is the button with the green exit icon.
3.Application title & subtitle have been moved to the middle of the screen on small screen devices. This change was made to increase the space around the Menu button to highlight it and prevent it from being accidentally clicked.
4.The new menu behavior is automatically enabled depending on screen. If the behavior is not to your liking, go to Settings | Theme & Settings and...
a.Select Menu Behavior of Laptop to force the new behavior, or
b.Select Menu Behavior of Desktop to force the old behavior, which displays the Sidebar menu by default.
Note that the default behavior of these changes have no effect on Large screen devices or those using the Top Menu setting.
1.DevExpress components upgraded to 24.2.8.
1.A new toolbar button, Selected Only? is now displayed if the grid has a selection column. Clicking this button will display the selected records only. Clicking the button again will display all records.
1.Corrected issues when clicking the Set Selection, Apply Student Leave and Reset Selection buttons multiple times.
1.A renewing member will now receive adjusted membership fees if paying in terms 2, 3 or 4. Previously the adjusted fee was only available to new members. Note that all membership fees are still calculated "on the fly" and are not persisted to the database. To perform the calculation, the system therefore first calculates a Fee Due Date. For new members this will be the join date. For renewing members it will be the date of the first receipt for the year or the current system date if there is no receipt. The Membership Fee for the term in which the Fee Due Date falls within the enrollment period will be charged, There is an assumption in this calculation that the first receipt received each year for each member is for membership fees.
1.The Current Cancellations tab now lists all cancellations for the current term thru to the end of year. Previously, only cancellations for the current term were displayed.
1.Two factor authentication is no longer required for those accessing the software via the U3A desktop application. While not a requirement, it is still encouraged.
1.The software now allows Eway merchant fees to be separated rather than included in membership. If separated the merchant fee will be charged in addition to rather than included in the membership fees. To enable this, three new fields have been added...
a.Separate Merchant from U3A Fees?
b.Merchant Fee fixed amount, and
c.Merchant Fee percent amount.
Refer to Membership Fees for details.
1.You may now enter a separate fee for each Term rather than one fee that covers all terms.
1.The Terms & Conditions prompt is no longer displayed when processing fees or enrollments on behalf of a member. This means you are no longer required to accept the terms & conditions on behalf of the member.
1.The new Lucky Member Draw has been added to the Participation menu. For details click Lucky Member Draw.
1.Improvements to database write conflict detection and "last write wins" strategy.
1.This module has been deprecated and removed from the menu. It's functionality has now been duplicated by the new Member History Flyout found in Add/Edit Enrolments.
1.A refund may now be entered as a negative value.
2.Added Member History flyout
3.Added Member History flyout
1. The cash receipt will new be titled Refund if the receipt amount is negative.
1.Fee & receipt transactions are now listed in chronological order.
2.There is a new button titled Allocate. This is a drop-down consisting of three options...
a.Allocate. This will allocate receipts against fees. Any unallocated items will be shown at the bottom of the list. The allocation is performed in chronological order and is capable of allocating a receipt against multiple fees.
b.Outstanding Only. This will also allocate receipts against fees but will only display those items that could not be allocated.
c.Unallocate. Re-display the transactions in chronological order.
A column titled Details has been added to the grid in the procedures, Add/Edit Participants and Enrol Participants. This column contains a button on each row that when pressed will activate a flyout for the selected participant. The flyout will contain three tabs...
1.the first providing the participant's Statement of Account
2.the second, all enrolment details for the current year and
3.the third, attendance history for the year.
1.A new menu option Admin | Database Backup has been added. This will create a dump of your database as an Excel workbook, password protect it and download it to your PC.
1.Badge for member's carers are now printed.
1.If a course is created in either the Simple or Activity view, then it must now be completed in either the Simple or Activity view. You cannot change to Detail view while creating that course. Once the course is created and saved, you may select any view you require.
2.The field, Due Date has been added to the Course Fees group. If left blank, fees will be due and payable immediately. Otherwise, they will fall due on the date entered.
3.The field, Due Date Adjustment has been added to the Term Fees group. Normally, term fees fall due as at the start of term. This will be adjusted by the number of weeks entered into this field.
In this update, support for a person's carer has been added. The carer's details will be added to the various reports available to leaders. Optionally, a carer may receive a copy of email/SMS sent to the participant.
1.A person's Carer may now be added to the Participant record. To do so, click the Carer's Details tab next to the In Case of Emergency tab. You will be prompted to add the Carer's name, their employer's company, phone number and email address.
1.A person may now add their Carer to the Participant record. To do so, click the Carer's Details tab at the top of the form, next to the Your Details tab. You will be prompted to add the Carer's name, their employer's company, phone number and email address.
1.An issue that caused participants to be omitted from leader's reports has been corrected.
2.The Communicate button is now a drop-down with two options...
a.Selected Students Only. The system will send email to the selected class students only.
b.Selected Students & Leaders. The system will send email to the selected students plus the class leader(s).
3.The Communicate button is now a drop-down with two options...
a.Selected Students Only. The system will send email to the selected class students only.
b.Selected Students & Leaders. The system will send email to the selected students plus the class leader(s).
1.The login edit form now contains the button, Reset 2FA. Two-factor authentication will be disabled for the selected login when this button is clicked. If the login has access to the administrative website the mandatory 2FA grace period will be reset to 30 days. Use this button when an administrative login is to be reassigned to a new person or a member has requested that it be removed from their account.
1.You are now advised via a small flyout window when a version has changed. Clicking the version button will hide the flyout until the next change.
1.Enforce 2FA for admin website
1.The system no longer hides the Process on behalf of combo box after a member has been selected. This allows another member to be selected without the need to return to the Member Portal menu first.
1.You may now delete a class date and its attendance history by clicking the trash button after a class date has been selected.
1.The Attendance Not Recorded grid no longer displays entries for Off-Schedule courses.
2.Issues with the display when a class date and/or time has been changed have been corrected.
1.Issues with the display when a class date and/or time has been changed have been corrected.
1.Reworked User Interface to improve workflow.
2.Included video on Microsoft Authenticator.
1.A new field, Disallowed Reason has been added to the Course record. This field is enabled when the field, Auto Enrol? is un-checked. It allows a short reason (maximum of 50 characters) to be entered to explain why auto-enrolment is not enabled. The reason is then printed on the Class Schedule.
1.Email now has a default delay of 1 hour.
2.Implemented check, re-check and cross-check features...
a.Check The total members selected, the number financial & the number not financial are displayed in an alert box.
b.Re-check. The number selected and the number of attachments are displayed in the "Are you ready" message dialogue.
c.Cross-Check. Any broadcast email queued and ready to send are displayed in a grid in Add/Edit Participants.
1.All future classes are now automatically enrolled. Thus a weekly class starting in a future term will be automatically enrolled.
2.The same caveats regarding the random allocation period as per 2025.3.25 apply.
1.Erolment requests for classes that are in a future term but have an occurrence of "Once Only" are now processed on creation. The exception to this is if ...
a.Random allocation is enabled, and
b.the random allocation period is per semester and
c.the current ernolment period is in the first semester, and
d. the class will held in the 2nd semester
or,
e.Random allocation is enabled, and
f.the random allocation period is per term.
1.The Enrolment Request pro-forma email now has specific text to explain a Waitlisted request when the request is for a class in a future term.
1.You now have the ability to enter an email Preheader when composing email to members via Add/Edit Document Templates or the Communicate module. A Preheader may include emojis.
All transactional email have been re-written for consistency in layout.
1.Transactional email text and format reviewed for "mobile-first" layout.
2.Automatic support for Dark & Light email styles.
3.Consistent preview text with emoji.
1.Improved accuracy and reliability.
2.Can now respond with class enrollment and waitlist details.
1.Class details are now correctly printed when printing the report for clerks.
1.DevExpress components updated to version 24.2.5.
1.A new menu option titled AI Chat (PREVIEW) is now available as the last item on the Participation menu. It allows chat with an AI trained on the Class Schedule.
1.The Rich Text Editors found in our Communicate and Add/Edit Document Templates now comes with AI Assistance. To access the assistant you must select some text and right-click the mouse. The assistants will be found in the first entry of the context menu.
2.The HTML Editor that allows rich text descriptions to be entered in Add/Edit Courses now comes with AI Assistance. The assistant is accessed as the first item on the toolbar menu. Note that after inserting or replacing text you must enter at least one more character to ensure the AI text is accepted by the editor. This is simply achieved by pressing the Return key.
1.There is now a Description column on the grid. Each row contains an Edit button in that column. When clicked, a pop-up form is displayed that allows you to edit the course description. This change was made to overcome a number of issues when editing the description on the main edit form.
1.The requirement to agree to the U3A's terms & conditions has now been extended to include Enrollment requests & withdrawals.
2.The date & time the terms & conditions were agreed to is now recorded on the participant's record as a read-only field.
3.The requirement to agree to the terms & conditions will be re-requested every 120 days.
1.if the ICE Contact or ICE Phone contain invalid data when the Save button is clicked, the software will automatically scroll to those fields as well as highlight the error.
1.A member is now required to agree to the terms & conditions before fee payment is allowed.
1.You may disable the requirement to force a member to agree to the terms and conditions before fee payment by clicking the check box on the Terms & Conditions tab.
1.Changed text to remind member to be courteous & respectful.
1.Allocating enrollments from the waitlist is now a background task that is queued for processing when exiting the module. Members can expect an enrollment notice within seconds of completing their request.
1.There is now a choice between Desktop and mobile view when printing the public Class Schedule.
1.Performance improvement creating leader reports
2.You may now print or email leader reports from the admin portal
1.Leader reports requested by leaders/clerks are now queued for immediate processing.
2.Leader reports requested by leaders/clerks are now queued for immediate processing.
1.Migration of all background processing to a new Windows server is now complete.
2.Implemented Microsoft durable functions to "fire & forget".
1.All queued documents are now processed via background processing.
2.The default is that queued documents will be processed immediately.
3.Processing can be delayed by entering the number of hours to delay.
1.A system error is no longer generated if an attempt is made to add a member to a course in which they are already enrolled.
2.A system error is no longer generated if the class time list is double-clicked.
1.An issue with adding/changing/deleting email addresses has been corrected.
1.The software no longer attempts to create a login for an email with space(s) prepended or appended when Populate Logins is executed.
1.Added the email address as a read only field when changing passwords.
2.Added show/hide toggle to the password field
3.Added the ability to test a password from the grid.
1.Added Attrition tab to the home page. This page provides some analysis of those members, financial last year but have yet to renew in the current year.
1.The Year component now contains a drop down button to select any year defined within the system.
2.The Year component now contains a drop down button to select any year defined within the system.
1.Implement new field, Last Login. This field is updated whenever a user logs in.
The Admin Portal has been revised with an emphasis on providing operators without full administrative privilege, the tools required to assist in solving common participant problems such as resolving online (Eway) payment issues and providing assistance for those having problems logging in.
1.Interface to summary is now via a tabbed UI. This provides a cleaner interface and more vertical space for data.
2.The Received grid now includes a toolbar with the ability to select a From and To date range.
3.The Add/Edit Member grid now includes a standard grid toolbar.
4.A new tab titled, Online Payment Status provides the ability to review the status of online payments and the ability to resubmit payments to Eway if necessary. This grid provides the same functionality as the Review Online Payment Status module.
5.A new tab titled, Review Logins provides similar functionality as Login & Role Assignment except for the following...
a.Only login records for logins without roles are displayed.
b.bulk operations such as Create Domain Login, Populate Logins, Set Email Confirmed and Reset Password have been removed.
1.Improved the welcome experience for new members. If a new member, the software will proceed directly to the Member Details form rather than displaying the menu.
1.A toast message is now displayed when a grid is restored from a saved state,
1.Revised the grid column, Other Class to display the day and start time of class if a participant is waitlisted in the selected class but enrolled in another class for the same course.
1.Revised the Enrollment Report to print the day and start time of class if a participant is waitlisted in the printing class but enrolled in another class for the same course.
1.Added new report, Unsuccessful Requests List. This is a report of members who have requested enrollment in one or more classes but are waitlisted in all. In other words, all their enrollment requests have thus far been unsuccessful.
1.A new column, 1 per Student is now displayed on the grid. It will be checked if a course with multiple classes is restricted to one class per student.
1.A new column, Other Class is now displayed on the grid if the course participation type is Different participants in each class. The column will be ticked if...
a.the participant is waitlisted in the current class, and
b.The participant is enrolled in another class in that course.