Start a conversation Sign in
Start a conversation
  1. Xenegrade
  2. Support
  3. Releases and Updates

Updates - Admin Module - Release 3 - 2024

Updates, new features, and fixes for the XenDirect Admin Module - Release 3

Release Numbers: There are four parts to the release number as represented by A.B.C.D where: A = Release version, B = Sequential year of release (2020 is year 1, 2021 is year 2, etc.), C = Month of the year, and D = The sequential number of the release that month. Example: 3.5.01.01


April 25, 2024 v3.5.04.03

Deploy cancelled due to technical reasons. Rescheduled AWS 6:00-7:00 AM ET 4/26/2024.

MODIFICATIONS / ADDITIONS

  • Transfer Credits (all versions - InvoiceA only)
    • The Transfer Credits workflow has been added.
  • Change Status (all versions) (Tools > Course Functions > Change Status)
    • The Change Status workflow has been added.
  • Print Receipt / Invoice / Balance Due / Transcript (all versions)
    • The embedded Print Receipt, Invoice, Balance Due, and Transcript locations now have the ability to print a user created InSight report instead of the default report. See details
    • These embedded reports will soon also have the user created option:
      • Send Receipt
      • Send Invoice
      • Print Schedule 

FIXES

  • Financial > Revenue (all versions - InvoiceA only)
    • The issue preventing all revenue records for display has been resolved. 
  • Client > Print Receipt (all versions - InvoiceA only)
    • The issue causing the blank Print Receipt report has been resolved.

April 11, 2024 v3.5.04.02

Deployed for AWS and data center 6:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Client Profile (all versions)
    • The load process has been modified to improve performance.

FIXES

  • Client Payments (all versions - InvoiceA only)
    • The error when attempting to delete a payment is resolved.
    • The issue where all the Client's invoices do not display has been resolved.
  • Client Assignments (all versions - InvoiceA only)
    • The issue where Add Assignment does not save has been resolved.
  • Send Receipt (all versions)
    • The error when a Client has a value in both email address fields has been resolved.
  • Send Email (all versions)
    • The display error when using the Send Email feature has been resolved. Note that despite the error display, emails still were sent.

April 8, 2024

Deployed AWS

MODIFICATIONS / ADDITIONS

  • Master Postal Code Updated (all versions)
    • Installed the monthly update of the master USPS postal code list

April 4, 2024 v3.5.04.01

Deployed for AWS and data center 6:30-7:30 AM ET

HOTFIX

  • Section Fees (all versions)
    • The Account number incomplete list display issue caused by the deploy earlier in the day is resolved. (approx. 2:05 PM ET)

MODIFICATIONS / ADDITIONS

  • Send Email (all versions)
    • The underlying query using that determines the recipient list has been modified to improve performance when using Advanced Searches created from Sections.
    • The cache that controlled the display of templates has been removed to allow a template to display in the list immediately after adding it as a new template.
  • Set Repeats (InvoiceA payment method only)
    • The Set Repeats workflow has been added. (BETA)
  • Recalculate Grades (InvoiceA payment method only)
    • The Recalculate Grades workflow has been added. (BETA)
  • Section Fees (all versions)
    • The cache that controlled the display of Revenue Accounts has been removed to allow an account to display in the list immediately after adding a new account.

March 21, 2024 v3.5.03.03

Deployed AWS and data center 6:30-7:30 AM ET

MODIFICATIONS / ADDITIONS

  • Send Email (all versions)
    • The Tools > Send Email process that recently moved to run in the background now also uses a queue when multiple send requests are made. This queue prevents multiple processes from occurring at the same time and degrading performance.

FIXES

  • Load Issues (Enterprise only)
    • The slow load on Client Programs and Applications has been resolved.
  • Client Payment (InvoiceA payment method only)
    • The error when editing a Client Payment has been resolved
    • The slow load on Client Payment has been resolved.
  • Client Profile (all versions)
    • The Client SSN check issue that was allowing duplicate SSN values has been resolved. The issue only existed when logged into Branch 2 or higher on a multi-branch site.
  • Sections (all versions)
    • The issue where the deprecated Progress Report panel would occasionally display has been resolved.

March 14, 2024 v3.5.03.02

Deployed AWS and data center 6:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Client Send Email (all versions)
    • The ability to use Course Section embed codes in emails has been added. User must select one of the Client's Assignments to use embed codes.

FIXES

  • Ed2Go (all versions if enabled)
    • The issue preventing a Client Case Note from automatically adding when a registration is submitted to Ed2Go is resolved.
  • Reassign Payments (all versions)
    • The error when launching the Reassign Payment workflow has been resolved.

March 6, 2024 v3.5.03.01

Deployed AWS and data center 6:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Sections (all versions)
    • The Email Embed Link field has been changed to a text field to allow for URL or email values. Validation has also been removed.

FIXES

  • Client Profile (all versions)
    • The issue preventing removing a shared branch from a Client Profile is resolved. The issue only existed on multi-Branch sites.
  • SMS Text (all versions, if enabled)
    • The API code has been updated to resolve deprecated code.
  • Auto Email Scheduler (all versions)
    • The record added to the Message Log during this process has been corrected to record the source as "AdminR3AWS" rather than "AdminR2".

March 4, 2024

Deployed AWS

MODIFICATIONS / ADDITIONS

  • Master Postal Code Updated (all versions)
    • Installed the monthly update of the master USPS postal code list

February 28, 2024 v3.5.02.05

Deployed AWS and data center 6:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Client Invoice (all versions)
    • The invoice number field has been lengthened to 25 characters.

FIXES

  • Manage Ed2Go (all versions)
    • The search filter on the Auto Add has been resolved.
    • The recording of a Client Case Note when using the Send Ed2Go Registration has been resolved.
  • Client Profile (all versions)
    • The save address issue when the Branch Address Method = District has been resolved.
  • Conference Workshop (Enterprise version)
    • The issue with the start/end dates and the registration date format on a new Client's Workshop have been resolved. This issue only occurred when adding the Client's workshop from menu > Conferences > Sections.
  • Conferences (Enterprise version)
    • The link to a Conference when in Assignment view mode has been resolved.
  • Clone Section (all versions)
    • The issue related to cloning a Section without [Days of the Week] has been resolved.
  • Calendar View (all versions)
    • The popup display now correctly displays the full course code and enrollment numbers.
  • Email Banners (all versions)
    • The link to banner image files in emails has been resolved.

February 21, 2024

Deployed AWS

FIXES

  • Custom Questions (Enterprise and Plus versions)
    • The issues related to opening and editing an existing Custom Question have been resolved. However, a temporary change prevents the user from seeing or modifying the linked Sections. A solution to that issue is being worked on. Notice that a new [Delete All Linked Sections] option has been added.
  • Contracts (Enterprise version)
    • The error trying to edit a Contract has been resolved. This issue had the ability to lock up a database on sites with a large number of Corporate Clients.

February 20, 2024

Deployed AWS

FIXES

  • Reassign Payments (all versions)
    • The issues related to slow or inability to load the calendar and the course sections missing from the calendar grid have been resolved.

February 15, 2024

Deployed AWS and data center

MODIFICATIONS / ADDITIONS

  • Export SIRIS (custom integration)
    • The export process has been added.
  • Section Send Email (all versions)
    • The send email feature available from Sections is now available to users with edit and view permissions.
    • The recipients name list is now in alpha order.

FIXES

  • Reassign Payments (all versions)
    • The issue preventing the popup form from displaying information has been resolved.
  • Ed2Go (integration)
    • Fields missing from the Ed2Go catalog download have been added.
    • Fields missing from the AutoAdd workflow have been added.
      • Correct fee, account, fee groups, and end date calculated.
    • The Send to Ed2Go error related to dates format has been resolved.
    • AutoAdd submit form now uses a date range rather than a single date.

February 8, 2024

Deployed AWS and data center

FIXES

  • Staff Digital Signature (all versions)
    • The location where the file is recorded has been corrected to allow InSight to access the file.
  • Send EMS (custom integration)
    • The Send to EMS feature has been corrected to resolve send errors.
  • Documents (all versions)
    • The view option for saved documents has been resolved.

February 6, 2024

Deployed AWS and data center

MODIFICATIONS / ADDITIONS

  • Master Postal Code Updated (all versions)
    • Installed the monthly update of the master USPS postal code list

FIXES

  • Canvas Integration (all versions if enabled) - hotfix
    • The catalog and registration push function issues were resolved.

February 2, 2024

Deployed AWS and data center 5;30 PM ET

FIXES

  • Section Send Email Client (all versions) - hotfix
    • The email duplication issue has been resolved.

February 2, 2024 v3.5.02.01

Deployed AWS and data center 6:00-7:00 AM ET

MODIFICATIONS / ADDITIONS

  • Send Email - Sections (all versions)
    • The Send Email Client and Send Email Instructor workflows that launch from Section actions (view mode) now support course section embed codes.

FIXES

  • Calendar View (all versions)
    • The Calendar View link error for Conferences has been resolved.
  • Canvas (if enabled)
    • The issue related to pushing unique courses and sections to Canvas has been resolved.

January 25, 2024 v3.5.01.02

Deployed AWS and data center 6:30 AM ET

MODIFICATIONS / ADDITIONS

  • Send Email (all versions)
    • The performance issue related to time outs for some organizations is resolved. The process has changed. Read the knowledgebase article here.
  • Calendar View (all versions)
    • The Calendar View feature from Release 2 has been added.
    • From Courses or Sections, see [Calendar View] in the top navigation bar.
  • Client Assignment (custom change)
    • For those on Invoice A method, the custom addition of adding the value of "TR" to the Grade/GPA field of a new Client Assignment has been removed.

FIXES

  • Send Ed2Go (all version, if enabled)
    • The issues related to saving the vendor date and recording a Client Case Note are resolved.
    • The send option when the course is CTP is resolved.

January 10-11, 2023 v3.5.01.01

Deployed data center 1/10/24 6:30 AM ET
Deployed AWS 1/110/24 6:30 AM ET

MODIFICATIONS / ADDITIONS

  • Adjust Invoice (all versions)
    • The recently added [Discount] field is revised to not be a required field.
  • Expenses (all versions)
    • The additional fields displayed in the Course Code select have also been added when the user is in add mode of an Expense record.

FIXES

  • Multi-factor Authentication (all versions)
    • The issue preventing a user from receiving the MFA authentication code by email has been resolved. 
  • Client Addresses and Postal Codes (all versions)
    • The issue where a modified postal code in any of the Client address fields did not fully register the background primary key has been resolved. This issue gave the appearance on the WebReg module that the postal code was incorrect.
  • Embedded Certificates (custom integrations only)
    • The issue with custom embedded certificates that launch from Client Assignments has been resolved. If any embedded images on the certificates do not display correctly, please submit a support ticket so we can resolve the URL path to the images.
  • Reassign Payment (all versions)
    • The error when accessing Reassign Payment has been resolved.

January 2, 2023

Deployed data center 11:45 AM ET

MODIFICATIONS / ADDITIONS

  • Master Postal Code Updated (all versions)
    • Installed the monthly update of the master USPS postal code list


Choose files or drag and drop files
Was this article helpful?
Yes
No

  1. Rick Stern

  2. Posted
  3. Updated

Comments