Production Releases 2026-07-31

Production Releases 2026-07-31

All
New Features
Improvements
All
DateRelease Note
27 July 2026Rollover calculations in the system are improved during closing periods. Rollover amounts now adjust automatically based on late payment changes, keeping carried-forward balances accurate. See Rollover adjustments after quarter close
27 July 2026Funding source template syncing improved. You can sync updates to client funding sources more efficiently, with existing sync behaviour unchanged. See Applying Modifications from Funding Source Templates to Client Funding Sources
27 July 2026A new Download Native File option is available in the Status & Actions column in Actions > Claims Management. You can now download the original claim file with a timestamped name for easier tracking and reference.
27 July 2026Improved handling when accepting claim details with variances in the system. Claim details can now be accepted successfully after matching payment details are provided.
29 July 2026Improved handling of client profile loading in the mobile app. You can now open client profiles and access related actions after updating to the latest version.
29 July 2026External invoice details are now supported when importing once-off bookings in the system. External Invoice Number and External Provider Name are automatically mapped from the import file, reducing manual entry during processing.
29 July 2026Improved handling of ContactName assignment in XERO Direct Export in the system. Grouped invoices now align with XERO Invoice Export behaviour when combining line items from different funding sources.
30 July 2026Assessment forms are improved, including updated file naming and print format. Improved handling ensures forms display correctly within Care Domains.
30 July 2026Improved handling of adjustment processing in the system. Previous and Amendment records that reverse each other are automatically marked as Auto Excluded, so they are not included in claims or statements.
30 July 2026Improved handling of funding rollover in the system. Duplicate funding records are prevented, and rollover funding is now only created for clients who are active and eligible.
30 July 2026Improved handling of loading funding sources in Quotes Module. This supports a more consistent loading experience when viewing or creating quotes.
30 July 2026Time log visibility is improved across branches. Users can now see time logs they created for clients in child branches in their Time Logs list.
30 July 2026Scheduled breaks are now displayed in the mobile app calendar. Staff can view their assigned breaks alongside their schedule.
30 July 2026In Dashboards > Funding & Budget Management, a new column named "No Allocation Category" has been added to display planned funding that is not assigned to an allocation category. This ensures the planned allocation breakdown accurately reflects all planned funding amounts.
30 July 2026Improved handling of leave exports in Payroll Metrics. Long Service Leave now exports correctly, allowing records to be processed in payroll as expected.
30 July 2026Downloading PDF and image attachments in bookings is improved. You can now access attached files without needing to re-upload them.
30 July 2026RSVP handling in Social Groups is improved. Clients on leave are now automatically marked as “Not Going” when events are published, and no booking is created for them.
New Features
DateRelease Note
27 July 2026A new Download Native File option is available in the Status & Actions column in Actions > Claims Management. You can now download the original claim file with a timestamped name for easier tracking and reference.
29 July 2026External invoice details are now supported when importing once-off bookings in the system. External Invoice Number and External Provider Name are automatically mapped from the import file, reducing manual entry during processing.
30 July 2026Scheduled breaks are now displayed in the mobile app calendar. Staff can view their assigned breaks alongside their schedule.
30 July 2026In Dashboards > Funding & Budget Management, a new column named "No Allocation Category" has been added to display planned funding that is not assigned to an allocation category. This ensures the planned allocation breakdown accurately reflects all planned funding amounts.
Improvements
DateRelease Note
27 July 2026Rollover calculations in the system are improved during closing periods. Rollover amounts now adjust automatically based on late payment changes, keeping carried-forward balances accurate. See Rollover adjustments after quarter close
27 July 2026Funding source template syncing improved. You can sync updates to client funding sources more efficiently, with existing sync behaviour unchanged. See Applying Modifications from Funding Source Templates to Client Funding Sources
27 July 2026Improved handling when accepting claim details with variances in the system. Claim details can now be accepted successfully after matching payment details are provided.
29 July 2026Improved handling of client profile loading in the mobile app. You can now open client profiles and access related actions after updating to the latest version.
29 July 2026Improved handling of ContactName assignment in XERO Direct Export in the system. Grouped invoices now align with XERO Invoice Export behaviour when combining line items from different funding sources.
30 July 2026Assessment forms are improved, including updated file naming and print format. Improved handling ensures forms display correctly within Care Domains.
30 July 2026Improved handling of adjustment processing in the system. Previous and Amendment records that reverse each other are automatically marked as Auto Excluded, so they are not included in claims or statements.
30 July 2026Improved handling of funding rollover in the system. Duplicate funding records are prevented, and rollover funding is now only created for clients who are active and eligible.
30 July 2026Improved handling of loading funding sources in Quotes Module. This supports a more consistent loading experience when viewing or creating quotes.
30 July 2026Time log visibility is improved across branches. Users can now see time logs they created for clients in child branches in their Time Logs list.
30 July 2026Improved handling of leave exports in Payroll Metrics. Long Service Leave now exports correctly, allowing records to be processed in payroll as expected.
30 July 2026Downloading PDF and image attachments in bookings is improved. You can now access attached files without needing to re-upload them.
30 July 2026RSVP handling in Social Groups is improved. Clients on leave are now automatically marked as “Not Going” when events are published, and no booking is created for them.
 

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