2022 05 MAY

2022 05 MAY

Complete 

Please check back soon we are finalising the items for release. 

Minor improvements and fixes

  1. Update Xero format for invoice export and handling of GST naming 
  2. Update the Care Plan Cost Estimates to be based off the new and improved Quote Calculation API for improved accuracy
  3. Allow scheduling area to support showing of current service name of a published care plan items where the service on the published item has been changed 
  4. Form submissions action board filter updates to ensure more meaningful and useful filtering 
  5. Improve support for changing the service of a booking to ensure the billing categories accurately update 
  6. Improve the default leave update trigger point to reduce email recipients
  7. Improve tracking of rate set deletion for adjustment handling 
  8. Improve tracking of history of client group membership for rate treatment adjustment handling 
  9. Allow team members to set their own default filters for scheduling area from their profile 
  10. Additional information in view on the skills and qualification approval screens such as obtained date 
  11. Improve pagination and ui on list views 
  12. Allow choice content to be archived from view (soft delete) and ability to restore from archive
  13. Added search on drop down lists across the portal 
  14. Improve handling of copy quote button so that it allows the copied quote to have a created date of today and validity date in the future 
  15. Allow funding amount to be 0 across templates, funding sources, and quotes 
  16. Add funding source references to the invoices native api format

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