Keep your student list tidy and your finances audit-ready

Keeping your student list tidy and your fee figures ready for an accountant just got easier. This release helps you spot and merge duplicate students, set aside enquiries who never started instead of deleting them, and hand over a finance report that matches what's on your dashboard exactly.

Spot and merge duplicate students

It's easy to add the same student twice — once at an enquiry call and again at enrolment — and those duplicates quietly throw off your counts. EtheraGuru now gives you a gentle heads-up the moment you're about to add a student whose name and phone number both match someone already in your branch, with an Add Anyway option when it really is a different person. A new Duplicate Students page in Settings lists records that share a name and phone number, and Merge folds two of them into one. Every enrolment, invoice, payment, parent or guardian link and any outstanding balance moves onto the record you keep — nothing is cancelled and no money is lost. A confirmation screen shows exactly what will move first, because a merge can't be undone. You'll find it under Settings → Duplicate Students.

Mark enquiries who never started as Did Not Join

Not every enquiry turns into a student, and until now those no-shows had nowhere sensible to go. You can now Mark as Did Not Join for any enquiry, with a reason such as No longer interested, Chose another institute, No response / unreachable, Financial reasons or Other. Any outstanding fees are kept rather than quietly cancelled, so you can record a payment or waive them next, and the step is reversible if the student does join after all. Did Not Join enrolments stay tucked away by default, with an opt-in filter and a clear badge when you want to see them. You'll find it on a batch's Students tab or a student's Enrolments tab.

View and download your finances for any date range

Your dashboard is no longer tied to the current month, and your accountant no longer needs a hand-built spreadsheet. A new Period filter lets you switch between This month, Last month, This quarter, This year and All time, or pick any custom window straight from the calendar — all in your centre's billing time zone, so late-evening payments land in the right month. Whatever period you choose, press Download report for a single spreadsheet with two tabs: Invoices lists every invoice with its student, dates, status and a full money breakdown, while Payments lists every payment with its date, method and reference. The figures reconcile exactly with the dashboard, and owners can export one branch or all branches at once. We also corrected a date quirk, so a February billing period now ends on 28 February rather than 1 March. Both controls sit at the top of your dashboard.