Two-Factor Authentication, Finance System Overhaul, Bulk Class Creation

Hey RTOPilot community,

August brought a wave of new improvements focused on financial compliance, operational efficiency, and user experience. We've upgraded security with 2FA and user profiles, delivered an improved transaction list that many of you have been requesting, plus powerful bulk operations and quality of life features designed to save you more time every week.

What's new

Bulk Class Creation

Create Hundreds of Classes in Minutes

We've introduced a powerful bulk class creation workflow that allows you to quickly create a large number of repeat classes and sessions.

The workflow supports creation of classes that run over multiple days and which have multiple session per day. It also allows you to edit the details of individual sessions in the review screen, so you can make small adjustments to specific classes which don't fit the template, i.e. different pricing, start time and/or assigned trainers.

Finance System Overhaul

Improved Transaction History

We've improved the transaction history page to provide more useful information and detailed fee and GST breakdowns for accounting and reconciliation.

We've also applied a unique transaction numbering system so that the transaction order is never overridden.

This new page replaces the old one under 'Payments' > 'Student Payments' > 'Transactions' in the Admin Portal.

GST Handling

You can now set a GST component for non-accredited training. This can be accessed when creating a new course or editing an existing (non-accredited) one.

We've also updated the system to account for GST so it's calculated and better displayed throughout the system.

Tax invoice emails have also been improved with more detailed GST information.

Two-Factor Authentication

The new user account page now includes Two-Factor Authentication (2FA) for enhanced security.

The User Profile page and 2FA setup can be accessed from within the user menu in the bottom left of the Admin Portal:

Corporate Booking Improvements

Include Individual Enrolments in Corporate Invoices

Invoices can now display enrolments as individual line items (with student name) in addition to being grouped together at a class or course level.

Useful if delivering training for an employer or agency that must attach a record of payment to a specific individual's training.

New 'All Courses' Page Link

You can now share an overall course page link for a Corporate Booking (shows all available courses under a booking) rather than just a specific course or class.

This new link is located here on an individual Corporate Booking page:

Minor Improvements

General:

• "Class templates" have been renamed to "Courses" throughout the system

• Google autocomplete is now enforced for all student-entered addresses in RTOPilot to reduce errors

• Session forms no longer default to AM

• The certificate verification page is now public and indexed on Google

• RTOPilot billing fees now have a tax invoice created and attached to them

• Improved Class enrolment cutoff slider to provide a wider range of time increments

Enrolments:

• You can now resend enrolment confirmation emails for leads who may have missed them

• Badges have been added for Corporate Booking enrolments in Class detail view

• View the exact time when an enrolment was cancelled for better record-keeping

• Enrolment leads that haven't completed their LLN are now shown in 'Flagged Enrolments' on the dashboard

• LLN feedback has been softened and made less specific for the student

Bug Fixes

We've also addressed several issues this month based on your feedback:

• LLN question inputs now properly require answers before submission

• Resolved various user invite bugs to ensure smooth onboarding of new team members

• Sessionless classes are correctly excluded from enrolment pages

• Form inputs maintain their values while LLN questions are being submitted

• Corporate location selection is now properly restricted to classes which are associated with a booking

• Sessionless classes are now omitted from enrolment pages

We're committed to making RTOPilot the most reliable and user-friendly training management system for RTOs. As always, your feedback drives our development, so please continue to share your thoughts and suggestions through our in-app feedback channels or via WhatsApp.