AXIS | manageAll® administration system for language schools and training centres

category

date

description

scheduling   scheduling

15/10/18

weekly activity by trainer

scheduling   scheduling

10/10/18

'language' and 'specialisation' filters added to schedule views by trainer

global   global

19/09/18

week number of lesson date added to scheduled and completed lessons

scheduling   scheduling

18/09/18

ability to send iCalendar file of lesson schedule to trainee by email

training contracts   training contracts

27/07/18

list of reminders with filters

training contracts   training contracts

27/07/18

ability to enter reminder dates in the contract record

training contracts   training contracts

27/07/18

'comments' section in the contract record renamed as reminders

trainee questionnaires   trainee questionnaires

23/07/18

ability to set trigger for cold questionnaire delivery based on course end date

trainee questionnaires   trainee questionnaires

18/07/18

ability to send cold questionnaire

global   global

17/07/18

relevant internal accounting entity logo displayed on screens accessible to trainees

global   global

17/07/18

relevant internal accounting entity logo displayed on screens accessible to clients

scheduling   scheduling

05/07/18

option to send modification notification by email if lesson training room modified

scheduling   scheduling

05/07/18

option to send modification notification by email if lesson trainer modified

scheduling   scheduling

22/06/18

daily schedule by client

scheduling   scheduling

19/06/18

first and last lesson date added to schedule views

scheduling   scheduling

13/06/18

function to update trainer and/or location for scheduled lessons not completed

scheduling   scheduling

13/06/18

filters added to scheduled lessons not completed

hours reporting   hours reporting

12/06/18

column for first course date added to contract history listing

training contracts   training contracts

05/06/18

export to Excel of contracts with multiple training types

global   global

25/05/18

privacy policy and protection of personal data

reports and statistics   reports and statistics

11/04/18

number of trainees included in hours completed report

training contracts   training contracts

10/04/18

links to needs analysis, online level test, sent/completed trainee questionnaires, active/completed/locked course reports added to tasks menu and useful links in the contract record where one trainee on the contract

training contracts   training contracts

10/04/18

link to schedule first lesson based on course start date from the contract record

training contracts   training contracts

10/04/18

link to hours entry and presence sheets added to tasks menu and useful links in the contract record where one trainee or group on the contract

prospecting   prospecting

29/03/18

ability to add standard text to appear on all training proposals

hours reporting   hours reporting

27/03/18

export of hours completed or locked between selected dates to manageAll partner centre

initial evaluation reporting   initial evaluation reporting

27/03/18

option to ask the native language of the future trainee

invoicing   invoicing

20/03/18

ability to show amounts outstanding at date other than today's date

global   global

08/03/18

unit price to 3 decimal places

hours reporting   hours reporting

27/02/18

import of hours completed or locked between selected dates from manageAll partner centre

reports and statistics   reports and statistics

09/02/18

gross margin summary and reports by internal accounting entity, trainer, client, contract, language, salesperson

hours reporting   hours reporting

05/02/18

import of hours locked between selected dates from manageAll partner centre

hours reporting   hours reporting

05/02/18

export of hours locked between selected dates to manageAll partner centre

site administration   site administration

02/02/18

ability to enter manageAll partner centres

initial evaluation reporting   initial evaluation reporting

13/01/18

ability to add weighting to multiple choice questions in the online placement test

scheduling   scheduling

05/01/18

option to allow/disallow client access to the lesson scheduling module

invoicing   invoicing

04/01/18

hours taught and absences by trainee included in monthly invoice annex

prospecting   prospecting

06/12/17

ability to create nominative training programmes by language and level

prospecting   prospecting

06/12/17

option to show trainee current and objective levels in the training proposal

trainee questionnaires   trainee questionnaires

27/11/17

batch sending/resending of questionnaires by trainee and questionnaire type

initial evaluation reporting   initial evaluation reporting

22/11/17

option to ask trainee the activity code or training fund if known

initial evaluation reporting   initial evaluation reporting

22/11/17

option to ask trainee whether the purpose of the training is personal or professional

initial evaluation reporting   initial evaluation reporting

22/11/17

option to ask the profession of the future trainee

initial evaluation reporting   initial evaluation reporting

22/11/17

option to ask whether the future trainee has initiated the request for training

initial evaluation reporting   initial evaluation reporting

22/11/17

option to ask trainee how the training will be financed

initial evaluation reporting   initial evaluation reporting

22/11/17

option to ask trainee the number of training hours requested

initial evaluation reporting   initial evaluation reporting

22/11/17

option to ask trainee whether the training will take place during or outside of work hours

hours reporting   hours reporting

20/11/17

option to include your company information in presence sheet footer

hours reporting   hours reporting

20/11/17

option to include your cancellation deadline in presence sheet

hours reporting   hours reporting

20/11/17

option to include supplementary text in presence sheet footer

prospecting   prospecting

15/11/17

supplementary fields added to the training proposal

prospecting   prospecting

15/11/17

option to show trainee contact details in the training proposal

hours reporting   hours reporting

10/11/17

course content notes appear in monthly summaries

global   global

31/10/17

certification costs added to training proposals, contracts and invoicing

hours reporting   hours reporting

31/10/17

option to include include hours remaining/to date on monthly presence sheets

hours reporting   hours reporting

31/10/17

ability to select logo on presence sheets

trainees   trainees

31/10/17

certification test scores added to trainee history

trainees   trainees

31/10/17

most recent level and certification test score by trainee report

global   global

30/09/17

filter by client group entities added to client access area

hours reporting   hours reporting

31/08/17

training type shown when locking/unlocking/deleting hours

training contracts   training contracts

31/08/17

ability to create sub groups within an inter-company course

site administration   site administration

31/07/17

ability to create non-linguistic training proposals and contracts

prospecting   prospecting

28/06/17

'contract created' filter added to proposal listings

site administration   site administration

27/06/17

extranet access details added to administrator records

site administration   site administration

20/06/17

ability to create sales terms and conditions document

trainers   trainers

20/06/17

addition of training number field in the trainer record

site administration   site administration

07/06/17

ability to enter training fund standard rates

site administration   site administration

06/06/17

ability to create nominative training programme templates by language and level

training contracts   training contracts

06/06/17

ability to create nominative training programmes by language and level

clients   clients

02/06/17

filter function by type of service provided in contact listings

translating and interpreting   translating and interpreting

02/06/17

filter function by type of service provided in contact listing

reports and statistics   reports and statistics

31/05/17

eneral objective of the training provided for the pedagogical and financial report

clients   clients

19/05/17

inactive contacts shown in grey in client record

translating and interpreting   translating and interpreting

19/05/17

inactive contacts shown in grey in client record

translating and interpreting   translating and interpreting

15/05/17

ability to record down payments for your quotations

course reporting   course reporting

03/05/17

hours completed and link to completed lessons from tasks page

hours reporting   hours reporting

02/05/17

non-training billable hours added to trainer monthly summary

scheduling   scheduling

02/05/17

lesson duration appears in schedule views

scheduling   scheduling

02/05/17

trainee name for individual lessons appears in schedule views

invoicing   invoicing

26/04/17

cumulative columns added to invoicing history by contract

invoicing   invoicing

26/04/17

'VAT' column added to payment listings

invoicing   invoicing

29/03/17

export to Excel of payment details

invoicing   invoicing

29/03/17

export to Excel of credit note details

invoicing   invoicing

29/03/17

export to Excel of invoice details

invoicing   invoicing

28/03/17

ability to replicate free-form training invoice

training contracts   training contracts

22/03/17

link to inter-company course from 'contract' results added to generic search facility, if appropriate

invoicing   invoicing

21/03/17

invoice line order corresponds to the order of data entry for free-form invoices

prospecting   prospecting

21/03/17

breakdown of training types ordered according to the order of data entry in proposals

training contracts   training contracts

21/03/17

breakdown of training types ordered according to the order of data entry in contracts

trainees   trainees

07/03/17

application number field added to trainee record

translating and interpreting   translating and interpreting

22/02/17

multiple criteria search for payments

translating and interpreting   translating and interpreting

22/02/17

average days to payment by client

translating and interpreting   translating and interpreting

22/02/17

payments menu allows you to view, update and search for payment information by invoice

translating and interpreting   translating and interpreting

22/02/17

ability to record payments on your invoices

initial evaluation reporting   initial evaluation reporting

17/02/17

option to convert trainee online level test score to trainee start level

initial evaluation reporting   initial evaluation reporting

13/02/17

ability to insert standard free text into training programmes

scheduling   scheduling

09/02/17

ability to activate/deactivate lesson rooms

scheduling   scheduling

08/02/17

option to send email to trainee if a scheduled lesson is modified

scheduling   scheduling

08/02/17

option to send email to trainer if a scheduled lesson is modified

scheduling   scheduling

08/02/17

option to send email to dossier manager if a scheduled lesson is modified

initial evaluation reporting   initial evaluation reporting

07/02/17

option to allow/disallow client access to the trainee programme based on needs anamysis

trainees   trainees

25/01/17

trainee position added to training certificate

trainees   trainees

25/01/17

course location added to training certificate

trainees   trainees

25/01/17

training objectives in initial evaluation report can be added to training certificate if the course report is not available

trainees   trainees

25/01/17

ability to capture trainee maiden name

translating and interpreting   translating and interpreting

24/01/17

ability to invoice multiple quotations on one invoice

prospecting   prospecting

17/01/17

trainee address shows in 'CPF' proposals outside of work time

training contracts   training contracts

17/01/17

trainee address shows in 'CPF' contracts outside of work time

training contracts   training contracts

12/01/17

'order reference' and 'training instrument' filters added to contract listing in client access area

reports and statistics   reports and statistics

11/01/17

ability to view reports by training fund and training instrument

initial evaluation reporting   initial evaluation reporting

10/01/17

export to Excel of trainee needs analysis and online level test tracking screen

trainers   trainers

10/01/17

'contract duration', 'hours completed contract' and 'hours remaining contract' columns added to trainer employment details listing

trainers   trainers

09/01/17

option to create trainer assignment agreements by inter-company course

training contracts   training contracts

07/01/17

'contract signed/returned by client' column added to contract listing in client access area

trainers   trainers

06/01/17

option to create trainer assignment agreements by contract/group and by training type

site administration   site administration

29/12/16

access to and update of training types in the pedagogy section

site administration   site administration

27/12/16

ability to activate/deactivate menu items from the course specialisations listing

site administration   site administration

27/12/16

ability to activate/deactivate menu items from the course type listing

invoicing   invoicing

26/12/16

export of payments to EBP accounting software

invoicing   invoicing

23/12/16

ability to adjust amount invoiced by contract

clients   clients

19/12/16

'salesperson' filter added to client and contact listings

translating and interpreting   translating and interpreting

19/12/16

'salesperson' filter added to client and contact listings

site administration   site administration

18/12/16

ability to delete administrator

prospecting   prospecting

16/12/16

default course formula, course location and cancellation conditions by course type

training contracts   training contracts

16/12/16

default course formula, course location and cancellation conditions by course type

course reporting   course reporting

15/12/16

ability to activate/deactivate menu items from the main listing

initial evaluation reporting   initial evaluation reporting

15/12/16

ability to activate/deactivate menu items from the main listing

trainee questionnaires   trainee questionnaires

15/12/16

ability to activate/deactivate questions from the main listing

trainee questionnaires   trainee questionnaires

12/12/16

'total hours trainee', 'hours remaining' and '% hours completed' columns added to trainee listings

prospecting   prospecting

07/12/16

'training instrument' filter added to listings

training contracts   training contracts

07/12/16

'training instrument' filter added to listings

hours reporting   hours reporting

06/12/16

'training instrument' filter added to listings

clients   clients

05/12/16

'contacts' column added to client listing

hours reporting   hours reporting

04/12/16

'training fund' filter added to listings

initial evaluation reporting   initial evaluation reporting

01/12/16

pre-requisite level added to training programmes

trainees   trainees

11/11/16

trainee comments shown in list of trainee details by contract

trainees   trainees

11/11/16

trainee address and comments shown in list of trainee history and contact details

initial evaluation reporting   initial evaluation reporting

08/11/16

contract information shown in training programme based on needs analysis if needs analysis is linked to training contract

initial evaluation reporting   initial evaluation reporting

08/11/16

ability to link the needs analysis to the trainee record in a training contract

invoicing   invoicing

15/10/16

export to Excel of invoicing status by contract

clients   clients

08/10/16

ability to invoice directly from the client record

invoicing   invoicing

08/10/16

the invoices pending amount is shown upon creation of invoices

initial evaluation reporting   initial evaluation reporting

26/09/16

trainee levels for speaking abilities, oral comprehension, writing abilities and written comprehension added to initial evaluation report

initial evaluation reporting   initial evaluation reporting

26/09/16

trainee levels for speaking abilities, oral comprehension, writing abilities and written comprehension added to trainee needs analysis and online level test tracking screen

clients   clients

13/09/16

upload facility for trainee/group details from CSV template

clients   clients

13/09/16

link added to client record to upload facility for trainee details from CSV template

training contracts   training contracts

16/08/16

'multi-trainer' field added to search facilities

hours reporting   hours reporting

12/08/16

'client group' filter added to presence sheet listings

trainers   trainers

11/08/16

addition of IBAN and SWIFT fields in the trainer record

translating and interpreting   translating and interpreting

11/08/16

addition of IBAN and SWIFT fields in the translator/interpreter record

clients   clients

09/08/16

batch sending of account login information to client contacts

trainers   trainers

09/08/16

batch sending of account login information to trainers

clients   clients

08/08/16

link added to client record to send send account login information

trainers   trainers

08/08/16

link added to trainer record to send send account login information

trainers   trainers

03/08/16

ability to enter trainer standard rates

trainees   trainees

02/08/16

upload facility for trainee details from CSV template

global   global

01/08/16

installation country selected by default upon creation of a new record

clients   clients

13/07/16

ability to enter client standard rates

invoicing   invoicing

01/07/16

username stored with invoice creation or modification

invoicing   invoicing

30/06/16

bank accounting codes added to payments

site administration   site administration

30/06/16

bank accounting codes added to bank details

invoicing   invoicing

21/06/16

'hours remaining' filter (completed and/or scheduled) added to 'invoicing status by contract' report

hours reporting   hours reporting

23/05/16

trainee history listing including attendance rates by contract

site administration   site administration

30/04/16

ability to enter training fund standard rates

translating and interpreting   translating and interpreting

30/04/16

ability to enter translator/interpreter standard rates

translating and interpreting   translating and interpreting

30/04/16

ability to enter client standard rates

clients   clients

23/04/16

trainee attendance rate added to client record

trainees   trainees

23/04/16

attendance rate added to trainee record

clients   clients

20/04/16

client group added to client listing

reports and statistics   reports and statistics

07/04/16

update of reports: financial

reports and statistics   reports and statistics

07/04/16

forecast hours by month/year and between selected dates

invoicing   invoicing

04/04/16

update of financial summary by client

training contracts   training contracts

29/03/16

courses and contracts menu added to client access area

invoicing   invoicing

05/03/16

ability to set invoice body height

prospecting   prospecting

05/03/16

ability to set summary financial proposal body height

translating and interpreting   translating and interpreting

05/03/16

ability to set quotation body height

global   global

25/02/16

training funds contacts added to generic search facility

global   global

25/02/16

training funds added to generic search facility

scheduling   scheduling

22/02/16

weekly schedules for all trainers and all training rooms

clients   clients

18/02/16

extranet username and access level added to client listing

initial evaluation reporting   initial evaluation reporting

18/02/16

ability to filter online level tests not sent, uncompleted and completed

initial evaluation reporting   initial evaluation reporting

18/02/16

ability to filter needs analyses not sent, uncompleted and completed

trainee questionnaires   trainee questionnaires

18/02/16

ability to filter intermediate questionnaires not sent, uncompleted and completed

trainee questionnaires   trainee questionnaires

18/02/16

ability to filter end of course questionnaires not sent, uncompleted and completed

trainers   trainers

18/02/16

extranet username and access level added to trainer listing

initial evaluation reporting   initial evaluation reporting

17/02/16

ability to delete populated initial evaluation report

prospecting   prospecting

17/02/16

ability to delete sales activity/action from sales activity log

prospecting   prospecting

17/02/16

'today' filter added to 'sales activity' report

prospecting   prospecting

17/02/16

default filter for'sales tasks' report set to priority and uncompleted tasks

prospecting   prospecting

17/02/16

'today' filter added to 'sales tasks' report

course reporting   course reporting

15/02/16

start and end levels, attendance rate added to report summary

course reporting   course reporting

15/02/16

default report template by client

initial evaluation reporting   initial evaluation reporting

15/02/16

default report template by client

site administration   site administration

08/02/16

ability to upload training programmes based on start level to the server

reports and statistics   reports and statistics

01/02/16

contract date added to report 'hours completed not invoiced and hours invoiced not completed'

global   global

21/01/16

link to sales activity log added to generic search facilities

clients   clients

13/01/16

activity code added to the client record

site administration   site administration

13/01/16

telephone and mobile nimbers added to administrator record

initial evaluation reporting   initial evaluation reporting

16/11/15

ability to modify email content for sending of initial evaluation report to client

initial evaluation reporting   initial evaluation reporting

16/11/15

ability to modify email content for sending of needs analysis to trainee

invoicing   invoicing

12/11/15

ability to modify invoice details

prospecting   prospecting

03/11/15

ability to create 'CPF' proposals

training contracts   training contracts

03/11/15

ability to create 'CPF' contracts

invoicing   invoicing

08/10/15

option to show/hide trainee names on invoices

site administration   site administration

01/10/15

'website' column added to training funds listing

hours reporting   hours reporting

28/09/15

contract number added to inter-company presence sheets

initial evaluation reporting   initial evaluation reporting

25/09/15

'email address' column added to tracking needs analysis and online level test by trainee screen

trainers   trainers

25/09/15

trainer status filter added to trainer listings

invoicing   invoicing

21/09/15

ability to integrate inter-company courses into periodic invoices

invoicing   invoicing

21/09/15

new version of invoicing module

invoicing   invoicing

21/09/15

ability to create credit note not related to an invoice

invoicing   invoicing

21/09/15

ability to create partial credit note for periodic invoice

invoicing   invoicing

21/09/15

ability to add costs to periodic invoices

invoicing   invoicing

21/09/15

client name automatically inserted into invoices addressed to training funds

invoicing   invoicing

21/09/15

turnover reports by month, year to date and between selected dates

invoicing   invoicing

21/09/15

invoicing plan breakdown by invoicing terms and by client

invoicing   invoicing

21/09/15

ability to create free-form invoices with an unlimited number of lines

invoicing   invoicing

21/09/15

ability to create invoices bi-monthly, three-monthly and between selected dates

trainees   trainees

31/08/15

export to Excel of end of course management at a glance

training contracts   training contracts

31/08/15

export to Excel of end of course management at a glance

reports and statistics   reports and statistics

14/08/15

update of report 'hours completed not invoiced and hours invoiced not completed'

hours reporting   hours reporting

31/07/15

trainee attendance rate reports by internal accounting entity, trainer, client group, client, language, course type and salesperson

hours reporting   hours reporting

27/07/15

at a glance hours reporting information by client group directly accessible from the module menu

global   global

24/07/15

'client group' filter added to listings

trainee questionnaires   trainee questionnaires

24/07/15

option to authorise intermediate and end of course questionnaires by default

scheduling   scheduling

23/07/15

management of unavailable slots by training room

trainees   trainees

22/07/15

'scheduled lessons remaining' and 'last scheduled lesson date' columns added to end of course management at a glance

training contracts   training contracts

22/07/15

'scheduled lessons remaining' and 'last scheduled lesson date' columns added to end of course management at a glance

trainees   trainees

17/07/15

useful links added to trainee history

global   global

10/07/15

useful links added to generic search facilities

global   global

10/07/15

generic search facility added to trainer main menu

global   global

29/06/15

email address validation plug-in updated

global   global

29/06/15

alphanumeric validation of group names

trainers   trainers

24/06/15

'valid driving licence' column and filter added to trainer listing

trainers   trainers

24/06/15

further fields added to trainer employment details listing

initial evaluation reporting   initial evaluation reporting

17/06/15

ability to archive needs analysis

hours reporting   hours reporting

05/06/15

function to import lessons from external platforms

trainees   trainees

29/05/15

option to show breakdown of training hours by training type on the training certificate

trainees   trainees

29/05/15

contract number added to training certificate

training contracts   training contracts

28/05/15

dossier manager added to trainer assignment agreement

initial evaluation reporting   initial evaluation reporting

22/05/15

ability to receive notification of completed needs analyses and online level tests via the salesperson email address or a default outgoing email address

scheduling   scheduling

21/05/15

ability to add link to uploaded file from trainee convocation

scheduling   scheduling

21/05/15

lesson cancellation deadline added to convocation

prospecting   prospecting

20/05/15

company training number inserted into training proposal

training contracts   training contracts

20/05/15

company training number inserted into training contract

hours reporting   hours reporting

17/04/15

trainee telephone/mobile number and email address added to hours entry screens

scheduling   scheduling

17/04/15

trainees tab added to the lesson scheduling screens

trainees   trainees

10/04/15

job seeker field added to trainee record

trainees   trainees

09/04/15

histogram of trainee progression added to trainee record

global   global

08/04/15

credit notes added to generic search facility

trainees   trainees

03/04/15

language levels and progression by trainee

trainees   trainees

02/04/15

client group filter added to the trainee history and contact details listing

hours reporting   hours reporting

19/03/15

report detaining number of trainee absences

hours reporting   hours reporting

19/03/15

histograms added to trainee attendance rate reports

hours reporting   hours reporting

08/12/14

ability to select print sections for contract history and inter-company course history reports

hours reporting   hours reporting

08/12/14

ability to select print sections for monthly summaries and summaries between selected dates

course reporting   course reporting

24/11/14

ability to create multiple course report by trainee

course reporting   course reporting

04/11/14

ability to set current or end level as tested or estimated by default

hours reporting   hours reporting

03/11/14

option to require entry of course content notes upon hours entry

initial evaluation reporting   initial evaluation reporting

03/11/14

option to require trainee entry of telephone number upon completion of needs analysis or online test

training contracts   training contracts

22/10/14

comments tab added to the contract record

hours reporting   hours reporting

20/10/14

tracking of hours completed by week

training contracts   training contracts

20/10/14

tracking of hours to be completed and hours completed by week from the contract record

hours reporting   hours reporting

17/10/14

option to print presence sheets with scheduled lessons

training contracts   training contracts

17/10/14

group level field added to group data

global   global

11/10/14

generic search facility added to main menu

invoicing   invoicing

08/10/14

multiple criteria search for payments

invoicing   invoicing

30/09/14

ability to create reminder letter for multiple invoices

invoicing   invoicing

30/09/14

ability to create pro forma invoice

clients   clients

23/09/14

usernames linked to a client group can view reports for all clients in the group

site administration   site administration

23/09/14

ability to filter usernames by access level

clients   clients

18/09/14

ability to link multiple usernames to the same client group

clients   clients

18/09/14

ability to link multiple usernames to the same client

clients   clients

18/09/14

extranet access details shown for each client in the client group record

course reporting   course reporting

10/09/14

histogram of trainee progression added to tasks page

course reporting   course reporting

10/09/14

online level test, needs analysis and initial evaluation report can be viewed from the tasks page

course reporting   course reporting

08/09/14

ability to filter trainees and track course report from trainer area

initial evaluation reporting   initial evaluation reporting

08/09/14

initial evaluation report can be viewed from the trainee needs analysis and online level test tracking screen

initial evaluation reporting   initial evaluation reporting

08/09/14

ability to select template and evaluator for multiple initial evaluation reports

initial evaluation reporting   initial evaluation reporting

08/09/14

contracts linked to the initial evaluation report listed on the tasks page

initial evaluation reporting   initial evaluation reporting

08/09/14

search for trainees by surname, first name or either name

trainees   trainees

27/08/14

ability to copy/paste most recent language level from trainee history into trainee record

hours reporting   hours reporting

22/08/14

non-training billable hours added to reports by trainer

scheduling   scheduling

22/08/14

ability to flag trainer unavailable slots as billable

course reporting   course reporting

21/08/14

ability to preview course report templates

initial evaluation reporting   initial evaluation reporting

21/08/14

ability to preview initial evaluation report templates

course reporting   course reporting

04/08/14

ability to differentiate between good, very good and significant progress towards objectives

training centres   training centres

31/07/14

new version of training centres module

site administration   site administration

11/07/14

website field added to training fund record

training centres   training centres

11/07/14

'website' column added to training centres listing

training centres   training centres

11/07/14

website field added to training centre record

invoicing   invoicing

04/07/14

financial summary (contracts/invoices/credit notes/payments) by training fund

clients   clients

01/07/14

link to training fund from client record

translating and interpreting   translating and interpreting

17/05/14

links to invoices, credit notes, payments and invoicing history by quotation from the client record

training contracts   training contracts

13/05/14

dossier manager added to training contract search results

course reporting   course reporting

12/05/14

'expected end date' column added to trainee listings

translating and interpreting   translating and interpreting

07/05/14

reminders and quotations accepted following reminder added to KPI summary

global   global

06/05/14

links opening in a new tab/window are flagged with an icon to this effect

trainees   trainees

05/05/14

salesperson filter added to end of course management at a glance

training contracts   training contracts

05/05/14

salesperson filter added to end of course management at a glance

trainee questionnaires   trainee questionnaires

16/04/14

'language' and 'course type' columns and filters added to trainee listings

translating and interpreting   translating and interpreting

09/04/14

KPI summary

translating and interpreting   translating and interpreting

08/04/14

totals for quotations accepted, awaiting go-ahead, refused and jobs completed added to quotation listings

translating and interpreting   translating and interpreting

07/04/14

'client contact' column added to quotation listings

translating and interpreting   translating and interpreting

07/04/14

addition of field to record quotation request date

prospecting   prospecting

03/04/14

ability to relate training proposal and/or translation or interpreting quotation to a sales activity

course reporting   course reporting

25/03/14

option to add summary only of training hours received to course report

global   global

25/03/14

outgoing emails linked to the internal accounting entity of origin

prospecting   prospecting

25/03/14

access to contact sales activity logs from client record

clients   clients

18/03/14

ability to classify previous clients

prospecting   prospecting

18/03/14

creation of mailing function

training contracts   training contracts

07/03/14

introductory contract text includes trainee name required for 'DIF' contracts

training contracts   training contracts

03/03/14

ability to link training proposal or initial evaluation report to a training contract

trainees   trainees

27/02/14

ability to show trainee start and/or end levels in the training certificate

reports and statistics   reports and statistics

06/02/14

archived training contracts shown in management reports

global   global

05/02/14

link to your company website from the home page

prospecting   prospecting

04/02/14

ability to price costs shown on training proposals by trainee, group or a total amount

training contracts   training contracts

04/02/14

ability to price costs shown on training contracts by trainee, group or a total amount

hours reporting   hours reporting

24/01/14

ability to print individual presence sheets for intra-company group courses

trainees   trainees

23/01/14

trainee course history updated

hours reporting   hours reporting

20/01/14

ability to define free text column heading by course type on presence sheets

hours reporting   hours reporting

20/01/14

ability to show/hide free text column by course type on presence sheets

initial evaluation reporting   initial evaluation reporting

17/01/14

ability to batch create new and/or existing trainees from a list of email addresses for needs analysis and level testing

training contracts   training contracts

15/01/14

ability to flag multiple training contracts as completed from the end of course management at a glance screen

training contracts   training contracts

15/01/14

trainee TOEIC and BULATS test scores added to the file cover sheet

translating and interpreting   translating and interpreting

15/01/14

column added to quotation listings indicating the event date for interpreting jobs

initial evaluation reporting   initial evaluation reporting

14/01/14

ability to enter oral test dates, times and scores

initial evaluation reporting   initial evaluation reporting

14/01/14

ability to preview needs analysis template

trainers   trainers

31/12/13

new version of trainers module

trainers   trainers

30/12/13

Google Maps integration in the trainer record

trainers   trainers

30/12/13

team/location filter added to trainer listings

trainers   trainers

30/12/13

summary information section added to trainer record

trainers   trainers

30/12/13

useful links section added to trainer record

site administration   site administration

20/12/13

option to give trainers access to other trainer details

hours reporting   hours reporting

17/12/13

option to include 'DIF' information on presence sheets

hours reporting   hours reporting

17/12/13

ability to print individual presence sheets for inter-company courses

hours reporting   hours reporting

17/12/13

option to include course location on presence sheets

trainee questionnaires   trainee questionnaires

17/12/13

ability to complete a satisfaction questionnaire on trainee's behalf even if the questionnaire has not been sent

translating and interpreting   translating and interpreting

13/12/13

Google Maps integration in the translator/interpreter record

translating and interpreting   translating and interpreting

13/12/13

summary information section added to translator/interpreter record

translating and interpreting   translating and interpreting

13/12/13

addition of field for translator/interpreter valid driving licence

translating and interpreting   translating and interpreting

13/12/13

useful links section added to translator/interpreter record

hours reporting   hours reporting

12/12/13

option to include order reference on presence sheets

trainers   trainers

11/12/13

addition of field for valid driving licence

hours reporting   hours reporting

10/12/13

history by trainee

clients   clients

06/12/13

selection of internal accounting entity in client record no longer required

hours reporting   hours reporting

05/12/13

trainers can view trainee date of birth

prospecting   prospecting

05/12/13

ability to capture trainee work address upon creation of trainee

scheduling   scheduling

05/12/13

summaries between selected dates

scheduling   scheduling

05/12/13

year to date reports

scheduling   scheduling

05/12/13

monthly summaries

training contracts   training contracts

05/12/13

ability to enter trainee work address upon creation of trainee

training contracts   training contracts

05/12/13

ability to modify selected internal accounting entity in contract record if no amount billed

training contracts   training contracts

05/12/13

trainee date of birth visible in inter-company course record

training contracts   training contracts

05/12/13

trainee date of birth visible in contract record

course reporting   course reporting

20/11/13

if trainee remains within the same level during the course, the level description is no longer repeated

course reporting   course reporting

20/11/13

course start and end dates are taken from lessons entered; if no lessons have been entered the planned start and end dates from the trainee record are used

invoicing   invoicing

15/11/13

ability to show all bank details or IBAN and/or SWIFT codes only

clients   clients

14/11/13

request and receipt of training fund information added to client record

site administration   site administration

14/11/13

training fund details requested and/or received by client

training contracts   training contracts

14/11/13

acceptance date by training fund added to the contract record

trainees   trainees

13/11/13

course type filter added to end of course management at a glance

training contracts   training contracts

13/11/13

course type filter added to end of course management at a glance

prospecting   prospecting

08/11/13

number of trainee records added to proposal shown with colour code according to the planned number of trainees

training contracts   training contracts

08/11/13

number of trainee records added to contract shown with colour code according to the planned number of trainees

training contracts   training contracts

06/11/13

next and most recent lessons added to the tasks menu and useful links in the contract record

prospecting   prospecting

31/10/13

'trainee or group' column added to listing of proposals awaiting validation

training contracts   training contracts

31/10/13

'trainee or group' column added to listing of contracts awaiting validation

trainees   trainees

22/10/13

internal accounting entity and salesperson added to trainee listing by contract

global   global

21/10/13

update of Google Maps API

hours reporting   hours reporting

20/10/13

trainers can view whether items such as level tests and pedagogical materials have been added to the training contract

scheduling   scheduling

20/10/13

trainers can view whether items such as level tests and pedagogical materials have been added to the training contract

site administration   site administration

20/10/13

option to give access to financial information by contract to the trainers concerned

training contracts   training contracts

20/10/13

ability to create global contracts

scheduling   scheduling

04/10/13

option to include course content in trainee convocation

clients   clients

30/09/13

useful links section added to client group record

clients   clients

30/09/13

Google Maps integration in the client record

clients   clients

30/09/13

useful links section added to client record

clients   clients

30/09/13

summary information section added to client record

site administration   site administration

30/09/13

useful links section added to training fund record

translating and interpreting   translating and interpreting

30/09/13

Google Maps integration in the client record

translating and interpreting   translating and interpreting

30/09/13

useful links section added to client record

translating and interpreting   translating and interpreting

30/09/13

summary information section added to client record

trainees   trainees

16/09/13

ability to record TOEIC and BULATS test scores at course start and end

scheduling   scheduling

13/09/13

monthly schedule view for trainers

trainees   trainees

12/09/13

update of training certificate content

initial evaluation reporting   initial evaluation reporting

10/09/13

ability to record TOEIC and BULATS test scores

trainees   trainees

05/09/13

ability to capture trainee date of birth

prospecting   prospecting

02/08/13

archived training proposals flagged in searches

training contracts   training contracts

02/08/13

archived training contracts flagged in searches

training contracts   training contracts

02/08/13

archived training contracts shown in listings

training contracts   training contracts

29/07/13

order reference added to filters

hours reporting   hours reporting

16/07/13

year to date report by client group

hours reporting   hours reporting

12/07/13

filters added to year to date reports

hours reporting   hours reporting

09/07/13

option to allow manual entry of running balance on presence sheets

hours reporting   hours reporting

09/07/13

option to allow free text column on presence sheets

prospecting   prospecting

08/07/13

ability to link the needs analysis to the trainee record in a sales proposal

course reporting   course reporting

05/07/13

ability to send links to course reports to clients via the username email address, the salesperson email address, the dossier manager email address or a default outgoing email address

initial evaluation reporting   initial evaluation reporting

05/07/13

ability to send links to initial evaluation reports to clients via the username email address, the salesperson email address or a default outgoing email address

initial evaluation reporting   initial evaluation reporting

05/07/13

ability to send links to needs analyses and online level tests to trainees via the username email address, the salesperson email address or a default outgoing email address

trainee questionnaires   trainee questionnaires

05/07/13

ability to receive trainee questionnaire responses via the salesperson email address, the dossier manager email address or a default outgoing email address

trainee questionnaires   trainee questionnaires

05/07/13

ability to send links to questionnaires to trainees via the username email address, the salesperson email address, the dossier manager email address or a default outgoing email address

reports and statistics   reports and statistics

04/07/13

course start date filter added to reports for inactive contracts and contracts with no hours entered

reports and statistics   reports and statistics

04/07/13

export to Excel of reports for inactive contracts and contracts with no hours entered

initial evaluation reporting   initial evaluation reporting

28/06/13

option to ask trainee other languages known

initial evaluation reporting   initial evaluation reporting

28/06/13

option to ask trainee information concerning professional experience in the target language

initial evaluation reporting   initial evaluation reporting

28/06/13

option to ask trainee the name of his/her training manager

initial evaluation reporting   initial evaluation reporting

28/06/13

option to ask trainee information concerning training and diplomas in the target language

trainee questionnaires   trainee questionnaires

27/05/13

trainee overall rating appears in the questionnaire listings exported to Excel

global   global

19/05/13

table row background colour changes upon hovering of the cursor

initial evaluation reporting   initial evaluation reporting

19/05/13

option to ask trainee the number of years he/she has studied the target language

initial evaluation reporting   initial evaluation reporting

19/05/13

previous needs analyses and online level tests can be viewed from the trainee needs analysis and online level test tracking screen

initial evaluation reporting   initial evaluation reporting

19/05/13

ability to capture trainee work address and mobile phone number upon completion of needs analysis or online level test

initial evaluation reporting   initial evaluation reporting

19/05/13

ability to batch select existing trainees for needs analysis and level testing

initial evaluation reporting   initial evaluation reporting

19/05/13

option to ask trainee the frequency of use of the target language

course reporting   course reporting

26/04/13

report dates (activated, completed, locked) added to listings

course reporting   course reporting

26/04/13

ability to disable course report creation by course duration and type and by client

clients   clients

24/04/13

ability to deactivate client contacts

training contracts   training contracts

22/04/13

creation of amendments to contracts

scheduling   scheduling

15/04/13

monthly schedule view by trainer

scheduling   scheduling

15/04/13

management of unavailable slots by trainer

translating and interpreting   translating and interpreting

15/04/13

satisfaction questionnaires summary across client group

translating and interpreting   translating and interpreting

15/04/13

useful links section added to client group record

translating and interpreting   translating and interpreting

15/04/13

links to client group record

trainee questionnaires   trainee questionnaires

05/04/13

end of course questionnaires summary across client group

trainee questionnaires   trainee questionnaires

05/04/13

intermediate questionnaires summary across client group

course reporting   course reporting

31/03/13

colour code for course reports due in trainee listings

hours reporting   hours reporting

01/03/13

option to include client contact person on presence sheets

reports and statistics   reports and statistics

01/03/13

monthly and year to date reporting by trainee across client group

scheduling   scheduling

01/03/13

late-cancellations appear in red in schedule views

scheduling   scheduling

01/03/13

parameters added to lesson scheduling module

clients   clients

28/02/13

option to require entry of client contact email address

course reporting   course reporting

28/02/13

ability to filter trainees and track course report by course type and duration

course reporting   course reporting

28/02/13

for groups, the ability to complete common section of course reports once only

reports and statistics   reports and statistics

28/02/13

trainer access to listing of his/her inactive contracts

reports and statistics   reports and statistics

28/02/13

update of reports: management

reports and statistics   reports and statistics

28/02/13

update of financial report: sales

reports and statistics   reports and statistics

28/02/13

update of financial report: proposals

reports and statistics   reports and statistics

28/02/13

trainer access to listing of his/her contracts with no hours entered

trainee questionnaires   trainee questionnaires

28/02/13

summary by course type

trainee questionnaires   trainee questionnaires

28/02/13

summary by language

trainees   trainees

28/02/13

email addresses appear in trainee listings by contract

scheduling   scheduling

15/02/13

group convocation via the auto-fill lesson schedule function

reports and statistics   reports and statistics

31/12/12

update of pedagogical and financial report

global   global

30/11/12

ability to specify month end, date of invoice payment terms

scheduling   scheduling

30/11/12

update of conflict management regarding time slots

scheduling   scheduling

30/11/12

option for trainers to view daily schedules by trainer and by training room

scheduling   scheduling

30/11/12

daily schedules for all trainers and all training rooms

prospecting   prospecting

31/10/12

training proposal templates by internal accounting entity and language

prospecting   prospecting

31/10/12

proposal covering letters by internal accounting entity and language

prospecting   prospecting

31/10/12

ability to replicate training proposal

prospecting   prospecting

31/10/12

trainee or group name in proposal listings

prospecting   prospecting

31/10/12

new version of prospecting module

prospecting   prospecting

31/10/12

ability to archive training proposal

prospecting   prospecting

31/10/12

ability to export training proposal data to Excel for mail merge

prospecting   prospecting

31/10/12

ability to modify client name in training proposal without starting over

initial evaluation reporting   initial evaluation reporting

15/10/12

ability to select language for the sending of needs analysis/online level test emails to trainees

trainee questionnaires   trainee questionnaires

15/10/12

ability to select language for the sending of questionnaire emails to trainees

translating and interpreting   translating and interpreting

15/10/12

ability to select language for the sending of questionnaire emails to clients

reports and statistics   reports and statistics

30/09/12

trainees at a glance information by client

reports and statistics   reports and statistics

30/09/12

trainees at a glance information across client group

reports and statistics   reports and statistics

28/09/12

trainer access to trainee history and contact details for his/her trainees

reports and statistics   reports and statistics

28/09/12

trainer access to needs analysis, programme, trainee questionnaires, end of course report and course history concerning his/her trainees

scheduling   scheduling

30/06/12

read-only option for trainers to view schedules

trainees   trainees

30/06/12

end of course management at a glance

training contracts   training contracts

30/06/12

training contract covering letters by internal accounting entity and language

training contracts   training contracts

30/06/12

new version of courses and contracts module

training contracts   training contracts

30/06/12

training contract templates by internal accounting entity and language

training contracts   training contracts

30/06/12

ability to replicate training contract

training contracts   training contracts

30/06/12

ability to archive inter-company course

training contracts   training contracts

30/06/12

contract listing view by course details and by financial information

training contracts   training contracts

30/06/12

ability to archive training contract

training contracts   training contracts

30/06/12

contracts with multiple training types at a glance

training contracts   training contracts

30/06/12

ability to modify selected client in contract record if no amount billed

training contracts   training contracts

30/06/12

ability to deactivate trainee from inter-company course

training contracts   training contracts

30/06/12

ability to create trainee contract before creation of the corresponding inter-company course

training contracts   training contracts

30/06/12

multi-criteria search facility for inter-company training

training contracts   training contracts

30/06/12

order reference added to multi-criteria search facility

training contracts   training contracts

30/06/12

contract listing by criterion

training contracts   training contracts

30/06/12

end of course management at a glance

training contracts   training contracts

30/06/12

group size and trainees registered in contract listings with colour code

training contracts   training contracts

30/06/12

contracts awaiting return and/or order reference from client

trainees   trainees

30/03/12

ability to create training programme based on needs analysis

scheduling   scheduling

20/02/12

creation of trainee convocation via the auto-fill lesson schedule function

trainees   trainees

20/02/12

link to trainee convocation from trainee record

scheduling   scheduling

15/01/12

public holidays taken into account with auto-fill lesson schedule function (possibility to carry over lessons to end of proposed schedule)

site administration   site administration

07/01/12

ability to attribute module access authorizations by administrator

site administration   site administration

07/01/12

ability to associate newly-created username to corresponding client or trainer record directly

site administration   site administration

07/01/12

global view of module access authorizations by administrator

trainees   trainees

02/01/12

update of training certificate content

site administration   site administration

31/12/11

ability to upload miscellaneous documents to the server

site administration   site administration

31/12/11

filtering of emails generated by module

invoicing   invoicing

30/11/11

export to Excel (invoices/credit notes/payments) from financial summary by client

invoicing   invoicing

30/11/11

financial summary (contracts/invoices/credit notes/payments) by client

invoicing   invoicing

30/11/11

average days to payment by client

translating and interpreting   translating and interpreting

31/10/11

quotations between selected dates report

translating and interpreting   translating and interpreting

31/10/11

quotations year to date report

translating and interpreting   translating and interpreting

31/10/11

advanced filtering of quotation listing

translating and interpreting   translating and interpreting

31/10/11

ability to flag quotations as accepted or refused

scheduling   scheduling

30/09/11

update of daily schedule view

scheduling   scheduling

30/09/11

update of weekly schedule views by trainer, training room, course or contract/group

scheduling   scheduling

30/09/11

ability to sort weekly schedule view by contract/group (contract number or group name)

scheduling   scheduling

30/09/11

ability to sort weekly schedule view by contract/group (contract number or group name)

trainees   trainees

31/07/11

useful links section added to trainee record

trainees   trainees

31/07/11

certificate of training updated

trainees   trainees

31/07/11

trainee course history updated

trainees   trainees

31/07/11

language levels tab added to trainee history (summary and history by language)

trainees   trainees

31/07/11

ability to attribute a language level in the trainee history at any time

trainees   trainees

31/07/11

ability to link the needs analysis to the trainee record in a training contract

trainees   trainees

31/07/11

advanced filtering and export to Excel of trainee listing by contract

trainees   trainees

31/07/11

advanced filtering and export to Excel of trainee history and contact details

clients   clients

30/06/11

advanced filtering and export to Excel of contact listing

clients   clients

30/06/11

useful links section added to client record

clients   clients

30/06/11

advanced filtering and export to Excel of client listing

prospecting   prospecting

30/06/11

update of sales activity log

prospecting   prospecting

30/06/11

advanced filtering of sales activity report

prospecting   prospecting

30/06/11

advanced filtering of contacts and clients by classification listing

prospecting   prospecting

30/06/11

advanced filtering of sales tasks report

prospecting   prospecting

30/06/11

ability to flag sales activity priorities

trainers   trainers

30/06/11

advanced filtering and export to Excel of trainer listing

trainers   trainers

30/06/11

trainer employment details listing with export to Excel

hours reporting   hours reporting

21/05/11

ability to add link to uploaded file from presence sheet

site administration   site administration

31/03/11

ability to list files uploaded to the server

trainee questionnaires   trainee questionnaires

31/03/11

new version of trainee questionnaires module

trainee questionnaires   trainee questionnaires

31/03/11

ability to add questions of yes/no type

clients   clients

31/12/10

new version of clients module

translating and interpreting   translating and interpreting

31/08/10

new version of translation and interpreting module

global   global

23/06/10

HTML-formatted and plain text emails

invoicing   invoicing

18/06/10

ability to activate/deactivate bank details

initial evaluation reporting   initial evaluation reporting

11/06/10

new version of initial evaluation reporting module

course reporting   course reporting

30/04/10

new version of course reporting module

course reporting   course reporting

03/03/10

ability to attribute numerical codes to dropdown menu items for reference during report creation

course reporting   course reporting

03/03/10

ability to select course report template in the trainee file

course reporting   course reporting

23/02/10

option to insert page break between course report and training hours received

invoicing   invoicing

22/02/10

export of invoices and credit notes to Quadratus accounting software

training contracts   training contracts

18/02/10

ability to manually flag inter company courses as completed

training contracts   training contracts

18/02/10

'creation date' column added to inter company course listing

training contracts   training contracts

17/02/10

ability to add further text to invoicing terms

inter-intra   inter-intra

16/02/10

inter-intra module

clients   clients

10/02/10

ability to link to 3rd party e-learning platforms by client

course reporting   course reporting

10/02/10

filter function by internal accounting entity and year in trainee listings

hours reporting   hours reporting

08/02/10

absences total by trainee includes group cancellations

hours reporting   hours reporting

02/02/10

lesson cancellations appear in monthly summary by trainer

training contracts   training contracts

25/01/10

option to show client contact person on training contracts

training contracts   training contracts

25/01/10

option to show your bank account details on training contracts

clients   clients

22/01/10

client file includes link to presence sheet template if available

clients   clients

22/01/10

client file includes link to invoice export template if available

initial evaluation reporting   initial evaluation reporting

21/01/10

option to show/hide corrected answers from trainee in the online placement test

scheduling   scheduling

21/01/10

printable version of lessons scheduled, completed and locked by contract

initial evaluation reporting   initial evaluation reporting

20/01/10

unavailable periods added to needs analysis as an option

initial evaluation reporting   initial evaluation reporting

19/01/10

ability to add free text questions to the online placement test

initial evaluation reporting   initial evaluation reporting

18/01/10

ability to set up and modify online placement test by language

clients   clients

15/01/10

further fields added to the client group record

training contracts   training contracts

15/01/10

ability to issue training contracts at grouped client level whilst maintaining data at client entity level

initial evaluation reporting   initial evaluation reporting

12/01/10

ability to add non-interrogative phrases and headings to the online placement test

reports and statistics   reports and statistics

08/01/10

sales reports by internal accounting entity, client, contract, language, salesperson

pedagogical materials   pedagogical materials

06/01/10

new version of pedagogical materials module

training centres   training centres

06/01/10

ability to invoice pedagogical materials ordered by training centres

invoicing   invoicing

18/12/09

link to contract details from invoice

pedagogical materials   pedagogical materials

17/12/09

inclusion of delivery costs in order listings

pedagogical materials   pedagogical materials

17/12/09

presentation of delivery costs and multiple V.A.T. rates in orders

hours reporting   hours reporting

15/12/09

course title included in monthly summaries by trainer and by client

hours reporting   hours reporting

15/12/09

option to display inactive current contracts in the trainer monthly summary by contract

hours reporting   hours reporting

15/12/09

total contract hours and hours remaining included in monthly summaries by trainer

hours reporting   hours reporting

14/12/09

option to allow entry of hours prior to lessons

hours reporting   hours reporting

14/12/09

breakdown of hours completed and remaining on multi-training type contracts

invoicing   invoicing

14/12/09

filter function by client in invoicing status report by contract

invoicing   invoicing

09/12/09

amounts inclusive of V.A.T. shown by contract and by lesson on monthly invoice annex

reports and statistics   reports and statistics

09/12/09

columns for start and end dates in at a glance hours reporting information by trainee in client access area now based on entries in the hours reporting module

translating and interpreting   translating and interpreting

01/12/09

invoicing of quotations

clients   clients

24/11/09

client group data automatically copied over to new client records

invoicing   invoicing

24/11/09

export of invoice and credit note data to Sage for external invoicing

invoicing   invoicing

20/11/09

filter function by internal accounting entity in invoicing status report by contract

invoicing   invoicing

20/11/09

search function to locate contracts directly in invoicing status report by contract

invoicing   invoicing

20/11/09

contract date added to invoicing status report by contract

scheduling   scheduling

17/11/09

lesson end time added to daily lesson scheduling view

scheduling   scheduling

17/11/09

default hours expanded to 7am-8pm

reports and statistics   reports and statistics

09/11/09

salesperson, training fund and link to contract details added to management reports

training contracts   training contracts

09/11/09

course formula added to multi-criteria search facility

trainees   trainees

04/11/09

search functions to locate trainee histories and details directly

trainees   trainees

04/11/09

filter function by internal accounting entity in trainee listings

training contracts   training contracts

03/11/09

option to deactivate contracts

training contracts   training contracts

03/11/09

comments added to contract summary in the contract record

training contracts   training contracts

03/11/09

list of deactivated contracts

hours reporting   hours reporting

02/11/09

'absences' column added to monthly hours locking screens

clients   clients

01/11/09

filter functions by type of service provided and internal accounting entity in clients to be deleted listing

invoicing   invoicing

01/11/09

invoice listings by client group

training contracts   training contracts

30/10/09

dossier manager added to the contract record

reports and statistics   reports and statistics

27/10/09

hours remaining to be scheduled by client

clients   clients

13/10/09

filter function by type of service provided in client listing

hours reporting   hours reporting

10/10/09

option to include trainee email addresses on presence sheets

hours reporting   hours reporting

10/10/09

option to include contract date on presence sheets

invoicing   invoicing

05/10/09

filter function by internal accounting entity in invoice listings

initial evaluation reporting   initial evaluation reporting

24/09/09

online placement test

invoicing   invoicing

23/09/09

export of invoices and credit notes to ComptabilitéExpert accounting software

clients   clients

22/09/09

filter function by internal accounting entity in client and contact listings

site administration   site administration

22/09/09

search function to locate user details directly

global   global

21/09/09

recording of emails generated by module

site administration   site administration

21/09/09

list of recently generated emails

training contracts   training contracts

15/09/09

filter function by internal accounting entity in contract listings

invoicing   invoicing

12/09/09

export of invoices and credit notes to Cégid Expert accounting software

prospecting   prospecting

08/09/09

link to training contract if created from the proposal

prospecting   prospecting

08/09/09

column added to proposal listings indicating the creation of training contracts

training contracts   training contracts

08/09/09

link to proposal from the contract record

training contracts   training contracts

05/09/09

creation of new contracts as extensions to existing contracts

prospecting   prospecting

04/09/09

quick selection of current year end date possible for expected end date of training

training contracts   training contracts

04/09/09

quick selection of current year end date possible for expected end date of training

initial evaluation reporting   initial evaluation reporting

01/09/09

tabulation of multiple choice questions and responses in the needs analysis

translating and interpreting   translating and interpreting

01/09/09

ability to create quotations by type with multiple language combinations

hours reporting   hours reporting

28/08/09

inter-company hours reporting appears in the client access area

site administration   site administration

26/08/09

access to and update of workshop themes in the pedagogy section

clients   clients

25/08/09

tabulation of contact details in the client record

invoicing   invoicing

25/08/09

search function to locate outstanding invoices directly

reports and statistics   reports and statistics

25/08/09

work outstanding report by trainer broken down by contract

trainers   trainers

25/08/09

ability to record/update/delete trainer contract types and dates in the trainer file

reports and statistics   reports and statistics

23/08/09

work outstanding reports by internal accounting entity, trainer, client, contract, language, salesperson

trainees   trainees

19/08/09

ability to delete/modify certificates of training by trainee

reports and statistics   reports and statistics

16/08/09

export to Excel of at a glance hours reporting information by trainee from client access area

trainers   trainers

01/08/09

trainer contract types added to module setup

invoicing   invoicing

31/07/09

search function to locate invoices directly

trainees   trainees

31/07/09

search function to locate trainees directly

trainers   trainers

31/07/09

search function to locate trainers details directly

trainers   trainers

30/07/09

date left company added to trainer record

hours reporting   hours reporting

28/07/09

ability to enter lesson duration every 15 minutes up until 8 hours

scheduling   scheduling

28/07/09

ability to schedule lesson duration every 15 minutes up until 8 hours

trainee questionnaires   trainee questionnaires

28/07/09

global rating and histograms for each question added to completed trainee questionnaire views

hours reporting   hours reporting

27/07/09

hours entry by training type and trainee in multi-training type contracts

trainee questionnaires   trainee questionnaires

24/07/09

listing of completed questionnaires, intermediate, end of course, by client, by trainer and by year

hours reporting   hours reporting

23/07/09

export to Excel of all hours completed between selected dates

invoicing   invoicing

23/07/09

export to Excel of invoices and credit notes

trainee questionnaires   trainee questionnaires

23/07/09

screens to send trainee questionnaires are sortable by send date, resend date and return date

trainee questionnaires   trainee questionnaires

23/07/09

search function to send/resend trainee questionnaires directly

prospecting   prospecting

22/07/09

ability to modify training types in validated multi-training type proposals

training contracts   training contracts

22/07/09

ability to modify training types in validated multi-training type contracts

clients   clients

21/07/09

entries in contact log are updatable

clients   clients

21/07/09

search function to locate contacts details directly from various contact listings

prospecting   prospecting

21/07/09

entries in contact log by client are updatable

site administration   site administration

20/07/09

extranet access details added to trainer, client and training fund records

prospecting   prospecting

10/07/09

list of trainees can be printed as annex to training proposals

prospecting   prospecting

09/07/09

course location and planned start date added to the summary financial proposal

reports and statistics   reports and statistics

09/07/09

percentage margin included in gross margin summary and reports

translating and interpreting   translating and interpreting

01/07/09

translator/interpreter records with information concerning languages and specialities

translating and interpreting   translating and interpreting

01/07/09

client records

translating and interpreting   translating and interpreting

01/07/09

multiple criteria search for translators and interpreters

translating and interpreting   translating and interpreting

01/07/09

ability to function to upload source and translated documents to the server and link to the quotation concerned

invoicing   invoicing

29/06/09

'absences' column added to monthly invoicing screen

invoicing   invoicing

29/06/09

comments included in invoice payment history

site administration   site administration

27/06/09

ability to view files uploaded to server by directory

training contracts   training contracts

26/06/09

file cover sheet for inter-company courses

hours reporting   hours reporting

23/06/09

title included in reports exported to Excel

invoicing   invoicing

22/06/09

unpaid invoices sortable by year

training contracts   training contracts

19/06/09

titling of multi-annual training contracts

reports and statistics   reports and statistics

12/06/09

work in progress summary and reports by internal accounting entity, trainer, client, contract, language, salesperson

trainers   trainers

09/06/09

native languages added to multi-criteria search facility

trainers   trainers

09/06/09

native languages as well as teaching languages appear in trainer file

pedagogical materials   pedagogical materials

08/06/09

recipient modifiable in order delivery address

pedagogical materials   pedagogical materials

08/06/09

invoice recipient and address modifiable

reports and statistics   reports and statistics

29/05/09

training contracts with no amount invoiced by client

scheduling   scheduling

27/05/09

ability to schedule lessons from the weekly view by training room

trainee questionnaires   trainee questionnaires

26/05/09

trainer added to trainee questionnaire listing

hours reporting   hours reporting

15/05/09

option to include trainee employee reference numbers on presence sheets

trainees   trainees

12/05/09

search for trainee by position

scheduling   scheduling

11/05/09

weekly scheduling view by training room

trainers   trainers

08/05/09

trainer listing by team/location

trainers   trainers

07/05/09

option to attach trainers to teams or locations within your organisation

scheduling   scheduling

06/05/09

ability to select date directly from daily lesson scheduling view

clients   clients

05/05/09

ability to record default invoice payment mode in client record

invoicing   invoicing

05/05/09

ability to record invoice payment mode

invoicing   invoicing

04/05/09

option to show/hide contract numbers on monthly invoices

clients   clients

03/05/09

website address added to client record

trainee questionnaires   trainee questionnaires

03/05/09

ability to delete completed questionnaires

hours reporting   hours reporting

01/05/09

export to Excel of year to date summary reports by trainer, client, language and by salesperson

reports and statistics   reports and statistics

01/05/09

training contracts inactive by client and between selected dates

hours reporting   hours reporting

30/04/09

training start and end dates added to year to date summary reports by contract and by trainee

hours reporting   hours reporting

29/04/09

columns for 'DIF' contracts and language added to monthly summary in client access area

trainee questionnaires   trainee questionnaires

28/04/09

option to show multiple choice responses using a number or percentage scale

training contracts   training contracts

28/04/09

ability to modify the title of inter-company courses once created

prospecting   prospecting

27/04/09

amounts for training, supplementary costs and totals included in list of recently issued proposals

training contracts   training contracts

27/04/09

amounts for training, supplementary costs and totals included in list of recently issued contracts

hours reporting   hours reporting

17/04/09

columns for 'DIF' contracts and language added to contract history listing

prospecting   prospecting

17/04/09

search function to locate training proposals directly

reports and statistics   reports and statistics

17/04/09

column for 'DIF' contracts added to at a glance hours reporting information by trainee in client access area

training contracts   training contracts

17/04/09

search function to locate training contracts directly

tasks in progress   tasks in progress

16/04/09

tasks menu added to allow quicker access to current tasks

training contracts   training contracts

12/04/09

search for contract by group name

global   global

09/04/09

3rd decimal place added to travel rate per km/mile

global   global

08/04/09

module icon added to each screen to better indicate where the user is

hours reporting   hours reporting

03/04/09

option to hide trainer names in client access area

invoicing   invoicing

02/04/09

trainee names appear in monthly invoices for single contracts, as well as in the invoice annex

trainee questionnaires   trainee questionnaires

30/03/09

non multiple choice questions no longer mandatory

hours reporting   hours reporting

26/03/09

option to display inactive current contracts in the client monthly summary by contract

trainees   trainees

25/03/09

ability to modify the training certificate date

invoicing   invoicing

24/03/09

reminder status by invoice

invoicing   invoicing

24/03/09

view and create invoice reminder letters by invoice

invoicing   invoicing

24/03/09

recap of hours by contract included in monthly invoice annex

reports and statistics   reports and statistics

20/03/09

at a glance hours reporting information by trainee added to client access area

invoicing   invoicing

18/03/09

invoice reminder letter templates and due dates

site administration   site administration

14/03/09

trainee search function added to client access area

invoicing   invoicing

13/03/09

travel costs by month shown in invoicing history by contract

site administration   site administration

11/03/09

ability to delete training fund contacts

trainee questionnaires   trainee questionnaires

03/03/09

addition of training start date in questionnaire listings

trainee questionnaires   trainee questionnaires

03/03/09

search function to locate trainee questionnaires directly

trainee questionnaires   trainee questionnaires

02/03/09

questionnaire summary reports broken down by year

invoicing   invoicing

26/02/09

annex to invoices containing multiple training contracts

course reporting   course reporting

24/02/09

option to create mid course reports

invoicing   invoicing

23/02/09

ability to invoice multiple training contracts on one free-form invoice

scheduling   scheduling

20/02/09

expanded clickable areas in available slots make it easier to book lessons in scheduling views

invoicing   invoicing

18/02/09

ability to invoice multiple training contracts on one invoice

hours reporting   hours reporting

12/02/09

option to display codes and reasons for absence on presence sheets

course reporting   course reporting

09/02/09

course reporting entry screens and reports modified to take into account unlimited hours contracts

invoicing   invoicing

06/02/09

recipient and address included in list of unpaid invoices

invoicing   invoicing

06/02/09

recipient, address and due date included in invoice listings by client and by month

hours reporting   hours reporting

05/02/09

trainee absences included in monthly summaries by client

hours reporting   hours reporting

04/02/09

total contract hours and hours remaining included in monthly summaries by client

hours reporting   hours reporting

30/01/09

ability to lock hours entered by contract (by month and by lesson)

invoicing   invoicing

27/01/09

travel costs integrated into monthly invoices if selected upon hours entry

invoicing   invoicing

27/01/09

travel costs integrated directly into global invoices

prospecting   prospecting

26/01/09

amounts for training, supplementary costs and totals included in list of proposals

training contracts   training contracts

26/01/09

amounts for training, supplementary costs and totals included in list of contracts

invoicing   invoicing

22/01/09

search for invoice by order reference

invoicing   invoicing

22/01/09

order reference added to invoices

training contracts   training contracts

22/01/09

search for contract by order reference

training contracts   training contracts

22/01/09

addition of field to record order reference

invoicing   invoicing

15/01/09

credit notes added to invoice listings by client and by month

prospecting   prospecting

14/01/09

search function to locate client contact logs directly

training contracts   training contracts

14/01/09

ability to modify lead trainer for inter-company courses

prospecting   prospecting

13/01/09

contact log by client as well as by contact

course reporting   course reporting

12/01/09

ability to deactivate course reports

course reporting   course reporting

12/01/09

search function to locate course reports directly

prospecting   prospecting

09/01/09

option to show company signatory and position at the bottom of the training proposal

trainees   trainees

09/01/09

option to add standard free text to the trainee programme

training contracts   training contracts

09/01/09

option to show lead trainer name in the training contract, on a contract by contract basis

training contracts   training contracts

09/01/09

option to show company signatory and position at the bottom of the training contract

training contracts   training contracts

09/01/09

total contract amount included on printable file cover sheet

hours reporting   hours reporting

08/01/09

option to include trainee telephone numbers on presence sheets

global   global

07/01/09

ability to show multiple quality and accreditation logos in screen footers

trainees   trainees

07/01/09

trainee programme (document containing practical information as well as levels, the course objectives and content)

reports and statistics   reports and statistics

06/01/09

expected end date of training added to management reports

trainees   trainees

06/01/09

expected end date of training added to list of completed courses by trainee

pedagogical materials   pedagogical materials

05/01/09

order transmission via email, Excel file, PDF, fax

pedagogical materials   pedagogical materials

02/01/09

report of pedagogical materials by quantity ordered

pedagogical materials   pedagogical materials

02/01/09

order listing and year to date report by supplier

training centres   training centres

02/01/09

pedagogical materials order listing and year to date report by training centre

pedagogical materials   pedagogical materials

23/12/08

discount rates per media type and delivery rates added to the supplier file

pedagogical materials   pedagogical materials

23/12/08

order search facility

pedagogical materials   pedagogical materials

23/12/08

links to view all orders and recently issued orders

hours reporting   hours reporting

21/12/08

ability to lock hours between selected start and end of month dates

invoicing   invoicing

21/12/08

ability to create monthly invoices based on selected start and end of month dates

scheduling   scheduling

21/12/08

ability to modify completed (but not locked) hours from the lesson scheduling views

scheduling   scheduling

21/12/08

auto-refresh of daily lesson scheduling view every 2 minutes

site administration   site administration

17/12/08

option to set up calendar months or selected start and end date of months

site administration   site administration

17/12/08

option to give access to client contact details by contract to the trainers concerned

site administration   site administration

17/12/08

option to give trainers access to sub-contractor details

invoicing   invoicing

11/12/08

ability to set standard text in the training fund record and include this on invoices

reports and statistics   reports and statistics

10/12/08

turnover for each internal accounting entity broken down by invoice code, client, salesperson and accounting code

scheduling   scheduling

09/12/08

ability to auto-fill scheduled lessons directly from the scheduling menu

scheduling   scheduling

05/12/08

training rooms added to scheduling views

trainers   trainers

04/12/08

export to Excel of trainer details

scheduling   scheduling

03/12/08

reporting of hours scheduled but not completed

scheduling   scheduling

03/12/08

ability to auto-fill scheduled lessons from the contract record

course reporting   course reporting

28/11/08

ability to deactivate dropdown menu items from course reports

initial evaluation reporting   initial evaluation reporting

28/11/08

ability to deactivate dropdown menu items from needs analyses and initial evaluation reports

hours reporting   hours reporting

27/11/08

use of icons to indicate whether hours entered have been locked

scheduling   scheduling

25/11/08

hours totals added to scheduling views

scheduling   scheduling

25/11/08

daily lesson scheduling view of all trainers and sub-contractors

invoicing   invoicing

21/11/08

IBAN and SWIFT code added to bank details

invoicing   invoicing

21/11/08

ability to attribute bank account details to individual clients as well as to internal accounting entities

invoicing   invoicing

21/11/08

addition and modification of your bank account details

invoicing   invoicing

19/11/08

option to show columns for 'quantity' and 'unit price' in your invoices

scheduling   scheduling

12/11/08

lesson scheduling module

trainers   trainers

06/11/08

trainer list and details available from the trainer main menu

site administration   site administration

30/10/08

ability to delete files uploaded to server

site administration   site administration

30/10/08

client logo can be incorporated into client access screen headers

trainee questionnaires   trainee questionnaires

15/10/08

export to Excel of trainee questionnaire responses by client

training contracts   training contracts

14/10/08

addition of field to capture date of contract return/signature by client

training contracts   training contracts

13/10/08

option to record billable journeys when training hours are entered

hours reporting   hours reporting

03/10/08

ability to enter hours for sub-contractors at simultaneous start dates/times

hours reporting   hours reporting

03/10/08

link to add hours entries from the modify hours entry screen

hours reporting   hours reporting

03/10/08

ability to enter hours for trainers at simultaneous start dates/times when lessons are cancelled

hours reporting   hours reporting

03/10/08

links to modify unlocked hours entries from the hours entry screen

trainee questionnaires   trainee questionnaires

01/10/08

"no response" option added to multi-choice questions

prospecting   prospecting

30/09/08

ability to create training proposals with an unlimited number of hours

trainees   trainees

30/09/08

option to include trainee signature on certificate of training

training contracts   training contracts

30/09/08

ability to create training contracts with an unlimited number of hours

initial evaluation reporting   initial evaluation reporting

24/09/08

option to capture trainee breakdown of foreign language use via the needs analysis

initial evaluation reporting   initial evaluation reporting

18/09/08

ability to update a trainee needs analysis

initial evaluation reporting   initial evaluation reporting

18/09/08

ability to delete a trainee from the initial evaluation module

initial evaluation reporting   initial evaluation reporting

18/09/08

option to display trainee needs by level of use or urgency

invoicing   invoicing

13/09/08

monthly invoice listings broken down by internal accounting entity

hours reporting   hours reporting

12/09/08

year to date breakdown of hours by trainer for each client

trainees   trainees

10/09/08

trainee course history (document containing practical information as well as initial and course reporting, the course training plan and hours reporting)

trainees   trainees

08/09/08

required language level added to the trainee file

prospecting   prospecting

22/08/08

addition of travel costs as a separate financial entry in the training proposal

training contracts   training contracts

22/08/08

addition of travel costs as a separate financial entry in the training contract

prospecting   prospecting

06/08/08

planned end date of training no longer a mandatory field

training contracts   training contracts

06/08/08

planned end date of training no longer a mandatory field

trainers   trainers

05/08/08

trainer file includes link to staff file (Word or PDF)

hours reporting   hours reporting

04/08/08

group presence sheet size increased from 8 to 10 lines

clients   clients

01/08/08

client code (reference rather than accounting) added to client record

clients   clients

25/07/08

search function to locate clients details directly from various client listings

course reporting   course reporting

24/07/08

control tip text added to full-width dropdown menus for enhanced viewing of content

initial evaluation reporting   initial evaluation reporting

24/07/08

control tip text added to full-width dropdown menus for enhanced viewing of content

hours reporting   hours reporting

18/07/08

direct links to year in year to date reports for clients, contracts, trainers, salespersons and languages

invoicing   invoicing

15/07/08

ability to change label text for services total on non-V.A.T. invoices

prospecting   prospecting

15/07/08

total training amount added to lists of validated proposals and proposals awaiting validation

prospecting   prospecting

15/07/08

links to client and contact records from sales activity and action reports

course reporting   course reporting

11/07/08

option to add list of training hours received to course report

invoicing   invoicing

10/07/08

invoice listings by client and by month

trainees   trainees

04/07/08

list of completed courses by trainee with links to trainee questionnaires, course reports and certificates of training

site administration   site administration

28/06/08

extranet URL included in welcome emails to new users

site administration   site administration

28/06/08

currency setting by internal accounting entity

trainees   trainees

19/06/08

letterhead information added to certificate of training

pedagogical materials   pedagogical materials

11/06/08

search facilities by title, EAN code and multi-criteria

pedagogical materials   pedagogical materials

11/06/08

materials management module

invoicing   invoicing

04/06/08

option to add supplementary costs to monthly training invoices

invoicing   invoicing

30/05/08

export of invoices and credit notes to TEN'CO accounting software

course reporting   course reporting

29/05/08

option to allow/disallow client access to the course reporting module

hours reporting   hours reporting

29/05/08

option to allow/disallow client access to the hours reporting module

initial evaluation reporting   initial evaluation reporting

29/05/08

option to allow/disallow client access to the initial evaluation reporting module

trainee questionnaires   trainee questionnaires

29/05/08

option to allow/disallow client access to the trainee questionnaires module

initial evaluation reporting   initial evaluation reporting

27/05/08

template options broken down into components (needs analysis, initial evaluation and course programme) and dependent dropdown menus

initial evaluation reporting   initial evaluation reporting

27/05/08

search function to locate clients directly when populating or sending needs analyses, initial evaluation reports and updating trainee information

site administration   site administration

26/05/08

salesperson option added to administrator information; dropdown lists for salespersons are based on this setting

trainers   trainers

23/05/08

trainer file includes link to recruitment file (Word or PDF)

invoicing   invoicing

06/05/08

credit notes menu allows you to view, add and search for credit note information

training contracts   training contracts

25/04/08

settings for signatory title and signature position added to accompanying letters; accessible from global parameters in the extranet setup menu

site administration   site administration

24/04/08

reference list of icons added to the help and assistance menu

site administration   site administration

24/04/08

help and assistance module containing user and setup guides

trainee questionnaires   trainee questionnaires

22/04/08

ability to send email to trainee from his/her questionnaire history

trainee questionnaires   trainee questionnaires

21/04/08

ability to delete unused questions from the questionnaire templates

trainee questionnaires   trainee questionnaires

21/04/08

preview of questionnaires at setup stage

reports and statistics   reports and statistics

18/04/08

company and sub-contracted activity for the pedagogical and financial report

reports and statistics   reports and statistics

17/04/08

persons providing the training and trainee types for the pedagogical and financial report

invoicing   invoicing

16/04/08

link to invoice from list of unpaid invoices

reports and statistics   reports and statistics

14/04/08

completed training contracts by client

site administration   site administration

10/04/08

financial year start and end set by internal accounting entity

global   global

08/04/08

landscape printing of wide-format reports

reports and statistics   reports and statistics

07/04/08

training contracts nearing completion by client

reports and statistics   reports and statistics

07/04/08

training contracts with no hours entered by client

hours reporting   hours reporting

04/04/08

hours remaining on active contracts by client and at selected date

reports and statistics   reports and statistics

02/04/08

training contracts inactive by client and since selected date

invoicing   invoicing

31/03/08

unpaid invoices listed by salesperson, client and invoice recipient

invoicing   invoicing

26/03/08

ability to set/block invoice date by internal accounting entity

trainers   trainers

25/03/08

option to create trainer assignment agreements by contract/group

reports and statistics   reports and statistics

19/03/08

report listing 1) hours completed not invoiced, 2) hours invoiced not completed, 3) value of hours completed and not invoiced and 4) deferred income on training hours

trainees   trainees

19/03/08

default trainee search by history (links to each contract from search results)

trainees   trainees

19/03/08

comments and test levels by contract added to trainee history

site administration   site administration

10/03/08

function to upload files to the server (quality logos, digital signatures, cvs, language level tests (templates), language level tests (completed), pedagogical resources, product sheets, pedagogical material thumbnails, recruitment files, staff files, client logos)

initial evaluation reporting   initial evaluation reporting

07/03/08

ability to attach level test to the needs analysis email sent to trainees

invoicing   invoicing

06/03/08

payments menu allows you to view, update and search for payment information by invoice

invoicing   invoicing

05/03/08

ability to record payments on your invoices

global   global

29/02/08

European number formatting set throughout

course reporting   course reporting

27/02/08

further options added to course report templates

initial evaluation reporting   initial evaluation reporting

27/02/08

further options added to initial evaluation report templates

trainees   trainees

25/02/08

capture of comments concerning the trainee upon creation of the contract (both for the trainee history and particular to the contract)

hours reporting   hours reporting

22/02/08

batch printing of presence sheets (globally or by trainer)

course reporting   course reporting

15/02/08

group name included in course report

trainees   trainees

11/02/08

list of trainees by client (active, all, trainee histories)

invoicing   invoicing

07/02/08

ability to record detail of invoicing terms at multiple due dates as free text

invoicing   invoicing

06/02/08

ability to set standard text in the client record and include this on invoices to your client

invoicing   invoicing

04/02/08

option to show your V.A.T. number on your invoices

global   global

01/02/08

icons introduced for modules and tasks

training contracts   training contracts

01/02/08

ability to set up batch covering letter for combination of non-'DIF' and 'DIF' contracts

training contracts   training contracts

01/02/08

ability to set up batch covering letter for multiple 'DIF' contracts

training contracts   training contracts

01/02/08

ability to set up batch covering letter for multiple contracts

prospecting   prospecting

30/01/08

ability to select a contact for proposal correspondence different to the selected prospect contact person

training contracts   training contracts

30/01/08

ability to set up covering letters for 'DIF' contracts

training contracts   training contracts

30/01/08

ability to select a contact for contract correspondence different to the selected client contact person

prospecting   prospecting

29/01/08

link to create training contract directly from a sales proposal

prospecting   prospecting

28/01/08

ability to modify validated proposals if authorised in the module settings

global   global

24/01/08

logos on documents (presence sheets, contracts, proposals, invoices, certificates of training, reports) specific to the internal accounting entity concerned

trainers   trainers

24/01/08

trainer file includes link to trainer cv (Word or PDF)

trainers   trainers

24/01/08

trainer file includes option for consulting as service provided

course reporting   course reporting

23/01/08

course start and report dates included in report header

prospecting   prospecting

23/01/08

trainee job titles appear on training proposals

training contracts   training contracts

23/01/08

ability to show trainee job titles on training contracts

invoicing   invoicing

22/01/08

contract and invoiced amounts appear in invoicing status report by contract

training contracts   training contracts

22/01/08

creation of training contract based on initial evaluation report data

prospecting   prospecting

21/01/08

proposed start and dates for the training are optional rather than required fields

invoicing   invoicing

18/01/08

ability to include abbreviations "F" (invoice) and "A" (credit note) on invoices and credit notes

prospecting   prospecting

18/01/08

option to show financial breakdown of multi-training types in the training proposal

trainees   trainees

18/01/08

telephone numbers and email addresses appear in trainee listings by client

training contracts   training contracts

18/01/08

option to show financial breakdown of multi-training types in the training contract

training contracts   training contracts

18/01/08

creation of training contract from sales proposal

trainee questionnaires   trainee questionnaires

14/01/08

trainee group name appears in tracking and send lists

trainers   trainers

12/01/08

trainer file includes services provided (training/translation/interpreting)

prospecting   prospecting

11/01/08

direct links to print sales proposal from the list of proposals (paper and PDF formats)

training contracts   training contracts

11/01/08

direct links to print training contract from the list of contracts (paper and PDF formats)

course reporting   course reporting

04/01/08

enhanced validation of start/end/objective levels

course reporting   course reporting

04/01/08

setup of course report templates

course reporting   course reporting

04/01/08

option to show tested or estimated end of course level

initial evaluation reporting   initial evaluation reporting

04/01/08

setup of initial evaluation report templates

site administration   site administration

04/01/08

linkage between course types and reporting templates (start and end of course)

course reporting   course reporting

26/12/07

option to include further training proposal in course reports can be set globally by administrators

course reporting   course reporting

21/12/07

trainee group name appears in report lists

hours reporting   hours reporting

20/12/07

training type visible for each lesson in hours entry screens

hours reporting   hours reporting

19/12/07

email to trainer facility from hours entry screens

hours reporting   hours reporting

19/12/07

addition of proposed start and end dates in hours entry screens

invoicing   invoicing

07/12/07

list of invoicing and settlement terms by client

training contracts   training contracts

29/11/07

option to show/hide financial information on file cover sheet

training contracts   training contracts

28/11/07

'lead trainer' and 'internal accounting entity' columns added to contract listings

training contracts   training contracts

21/11/07

multi-training and inter-company details appear on printable file cover sheet

training contracts   training contracts

21/11/07

creation of individual multi-training type contracts

hours reporting   hours reporting

19/11/07

ability for administrators to enter hours directly by trainer or by client

global   global

18/11/07

automatically resized full-width screen view (except print versions)

global   global

16/11/07

icons indicate reports with Excel download facility

hours reporting   hours reporting

15/11/07

hours entry for multi-training type contracts

trainee questionnaires   trainee questionnaires

15/11/07

batch authorisation of sending of questionnaires by trainee and questionnaire type

trainees   trainees

14/11/07

comments from the trainee history available in the trainee record for each contract

hours reporting   hours reporting

08/11/07

export to Excel of at a glance hours reporting information by client

site administration   site administration

07/11/07

link for trainers to log in under new username from the trainer main menu

invoicing   invoicing

31/10/07

for training fund invoices, option to record client account code in export file to accounting software

hours reporting   hours reporting

30/10/07

direct link to inter-company hours entry from the trainer main menu

hours reporting   hours reporting

30/10/07

hours remaining at previous year end included on client year to date reports

site administration   site administration

27/10/07

option to include quality accreditation and logo

trainee questionnaires   trainee questionnaires

27/10/07

client access to completion rates

hours reporting   hours reporting

24/10/07

contracted hours and hours remaining included on client year to date reports

reports and statistics   reports and statistics

23/10/07

turnover reports by internal accounting entity, invoice code, client and salesperson: year to date

trainees   trainees

19/10/07

upon trainee activation, option to select/unselect all trainees for intermediate and end of course questionnaires

trainers   trainers

19/10/07

post code included in trainer listings

initial evaluation reporting   initial evaluation reporting

15/10/07

option to capture trainee preferred time slot via the needs analysis

course reporting   course reporting

13/10/07

automatic update of end of course language level in the trainee record

hours reporting   hours reporting

11/10/07

option to include course title on presence sheets

hours reporting   hours reporting

11/10/07

option to show course title in training contract listings

training contracts   training contracts

05/10/07

option to show course title in training contract listings

hours reporting   hours reporting

04/10/07

ability to modify hours entries where the full number of contracted hours has been entered

initial evaluation reporting   initial evaluation reporting

02/10/07

trainee telephone number included in needs analysis information

trainees   trainees

01/10/07

trainee contact details available to trainers

trainees   trainees

29/09/07

free text field for comments added to the trainee contact details

invoicing   invoicing

28/09/07

partial credit notes

invoicing   invoicing

27/09/07

line breaks in invoice text fields

course reporting   course reporting

22/09/07

instant update of level histograms during course report preparation

course reporting   course reporting

21/09/07

options to include further training proposal in course reports

hours reporting   hours reporting

19/09/07

at a glance hours reporting information by client directly accessible from the module menu

invoicing   invoicing

19/09/07

recipient address modifiable upon generation of invoices

hours reporting   hours reporting

18/09/07

contracted hours and hours remaining appear in the year-to-date hours report by client and trainee

hours reporting   hours reporting

18/09/07

option to include lesson scheduling on presence sheets

invoicing   invoicing

17/09/07

link to any corresponding credit note from the invoice listing

trainees   trainees

14/09/07

existing group name added automatically to trainees added to single group contracts

training contracts   training contracts

14/09/07

group name and trainer management accessible from the contract record

clients   clients

13/09/07

setting of default email recipients by client for initial evaluation and course reports

hours reporting   hours reporting

11/09/07

link back to contract details from hours entry screens for administrators

invoicing   invoicing

11/09/07

invoicing of inter-company contracts

hours reporting   hours reporting

10/09/07

hours entry for inter-company contracts

trainees   trainees

10/09/07

ability to delete trainees from validated training contracts where no training reports have been entered

training contracts   training contracts

06/09/07

list of training contracts by trainer

clients   clients

31/08/07

ability to delete contacts where no proposals, training contracts, invoices, credit notes or entries in the contact log have been entered

hours reporting   hours reporting

31/08/07

reporting of monthly guided learning time

trainers   trainers

29/08/07

recording of and search by trainer specialisations

trainers   trainers

29/08/07

search for trainers by surname, first name or either name

training contracts   training contracts

27/08/07

creation of inter-company training courses

site administration   site administration

25/08/07

ability to modify training fund names if authorised in the global settings

training contracts   training contracts

23/08/07

inclusion of cost descriptions where the amount of costs to be billed is unknown, e.g. travel costs

clients   clients

22/08/07

list of clients by services provided (training/translation/interpreting)

trainee questionnaires   trainee questionnaires

21/08/07

printable personalised blank questionnaires include tick boxes for multi-choice questions

training contracts   training contracts

21/08/07

closing contract text accounts for the 3rd copy required for 'DIF' contracts

hours reporting   hours reporting

14/08/07

inclusion of trainer signature by lesson on presence sheets

initial evaluation reporting   initial evaluation reporting

09/08/07

ability to populate needs analysis trainee list with existing trainees

trainees   trainees

07/08/07

ability to delete trainees where no proposals, training contracts or trainee reports have been entered

trainers   trainers

06/08/07

print version of trainer listing

trainers   trainers

06/08/07

links to trainer details when activating and matching usernames to your trainers

trainee questionnaires   trainee questionnaires

05/08/07

authorisation of sending of questionnaires by trainee and questionnaire type (the default setting is true)

clients   clients

02/08/07

ability to modify client/prospect company names if authorised in the global settings

training contracts   training contracts

01/08/07

differentiation of 'DIF' contracts during and outside trainee working time

clients   clients

30/07/07

ability to delete clients where no proposals, training contracts, invoices, credit notes, hours, trainee reports or questionnaires have been entered

hours reporting   hours reporting

30/07/07

ability to set client access to course content notes in the module settings

clients   clients

28/07/07

links to username and client details when activating and matching usernames to your clients

invoicing   invoicing

25/07/07

export of invoices and credit notes to accounting software by internal accounting entity

site administration   site administration

23/07/07

automatic numbering of contracts and invoices by internal accounting entity

clients   clients

22/07/07

upon creation of new client, default V.A.T. area setting automatically based on country of client

global   global

22/07/07

2 or 4 digit format for year in automatic numbering of contracts and invoices

training contracts   training contracts

18/07/07

inclusion of hours remaining in the contract record

training contracts   training contracts

18/07/07

inclusion of all supplementary fields for updating validated contracts

invoicing   invoicing

11/07/07

ability to set invoice codes and include these on your invoices

hours reporting   hours reporting

06/07/07

inclusion of client contact person on presence sheets

hours reporting   hours reporting

06/07/07

ability to set which supplementary fields in the training contract should appear on the presence sheets in the module settings

training contracts   training contracts

06/07/07

ability to include a digital signature in the contract and covering letter

invoicing   invoicing

03/07/07

addition of testing and audit costs as a separate financial entry in the invoice

training contracts   training contracts

03/07/07

addition of testing and audit costs as a separate financial entry in the training contract

training contracts   training contracts

03/07/07

ability to show items free of charge in the training contract

training contracts   training contracts

30/06/07

allow addition of payment terms to the contract template

initial evaluation reporting   initial evaluation reporting

29/06/07

addition of signatory and evaluator to the report

initial evaluation reporting   initial evaluation reporting

29/06/07

ability to set report terminology in the module settings

training contracts   training contracts

29/06/07

ability to send sales conditions in PDF format with the training contract

invoicing   invoicing

21/06/07

list of client account codes

trainees   trainees

07/06/07

ability to register new trainees pre-contract

site administration   site administration

01/06/07

access to and update of course specialisations in the pedagogy section

invoicing   invoicing

31/05/07

search for invoice by trainee name

training contracts   training contracts

31/05/07

search for contract by course title

training contracts   training contracts

31/05/07

ability to set up covering letters for contracts

training contracts   training contracts

31/05/07

search for contract by trainee name

site administration   site administration

15/05/07

links to contact technical support and system administrator by email

trainee questionnaires   trainee questionnaires

15/05/07

completion rates globally, by trainer and by client

global   global

30/04/07

presentation of lists (contracts, invoices, trainees etc.) globally and by salesperson

hours reporting   hours reporting

30/04/07

link to the absence codes from the hours entry screen

reports and statistics   reports and statistics

30/04/07

reporting of turnover by sales accounting code: year to date, between dates and monthly

trainees   trainees

30/04/07

addition of trainee address in the trainee record

training contracts   training contracts

19/04/07

recap of the contract value, work in progress and work invoiced

invoicing   invoicing

16/04/07

export of invoices and credit notes to Ciel, Cégid and EBP accounting software

invoicing   invoicing

13/04/07

export of invoices and credit notes to Winner accounting software

invoicing   invoicing

12/04/07

issuing of full credit notes

clients   clients

31/03/07

ability to group client entities under a global client

invoicing   invoicing

31/03/07

invoicing status by contract

invoicing   invoicing

31/03/07

ability to invoice outside of the training contract in free-form format

hours reporting   hours reporting

20/03/07

tracking of guided learning time

training contracts   training contracts

20/03/07

ability to authorise the modification and deletion of validated contracts

hours reporting   hours reporting

28/02/07

recording of course content notes upon hours entry

trainees   trainees

28/02/07

addition of department code and employee number fields in the trainee record

hours reporting   hours reporting

31/01/07

ability to display today's date on presence sheets