Production Releases 2026-08-24

Production Releases 2026-08-24

All
New Features
Improvements
All
DateRelease Note
18 August 2026Contacts previously listed with the relationship type “Twin Brother” are now recorded as “Family Member,” with eligible contacts also updated to “Emergency Primary” where needed. Volunteer contacts remain unchanged.
20 August 2026The period reopening and recalculation process now clears previously calculated data before generating new calculations. When Spending from Past Period has a value in the statement, the value remains consistent and reflects only the latest calculation.
20 August 2026The Billing Exports History page now displays the Created At date and time using the organisation’s configured time zone. This ensures that export timestamps are displayed consistently across environments.
20 August 2026The About Me section in Client Profiles now supports rich text formatting, including headings, bold and italic text, lists, links, tables, quotes, and code blocks. Users can preview content before saving and add longer profile details without a character limit. See About Me section in this article.
20 August 2026The Bulk Add Schedule function is improved, allowing you to assign multiple event attendances to a client in a single process. Selected schedules are now created and displayed as expected. See Use Bulk MPAS for Social Group Events.
20 August 2026When editing a booking, a Case Note Type dropdown is now displayed when the Create Case Note checkbox is selected. The dropdown shows only the case note types permitted by your security role, and the selected type is applied to case notes created from the booking.
20 August 2026A CareVision ID option is now available in Reports > Staff Reports under Display Parameters. You can select this checkbox to include the CareVision ID, shown as the Employee Number, in report exports.
20 August 2026You can now select what to include before generating a client calendar. When you select Generate Calendar, you can choose to include tasks, cancelled bookings, bookings linked to time logs, and externally delivered bookings. See Calendar Section in Client Profile.
20 August 2026Improved handling of billing categories in Settings > Billing Categories. The list now shows the name of the user who last updated each category after changes are saved.
New Features
DateRelease Note
20 August 2026The About Me section in Client Profiles now supports rich text formatting, including headings, bold and italic text, lists, links, tables, quotes, and code blocks. Users can preview content before saving and add longer profile details without a character limit. See About Me section in this article.
20 August 2026When editing a booking, a Case Note Type dropdown is now displayed when the Create Case Note checkbox is selected. The dropdown shows only the case note types permitted by your security role, and the selected type is applied to case notes created from the booking.
20 August 2026A CareVision ID option is now available in Reports > Staff Reports under Display Parameters. You can select this checkbox to include the CareVision ID, shown as the Employee Number, in report exports.
20 August 2026You can now select what to include before generating a client calendar. When you select Generate Calendar, you can choose to include tasks, cancelled bookings, bookings linked to time logs, and externally delivered bookings. See Calendar Section in Client Profile.
Improvements
DateRelease Note
18 August 2026Contacts previously listed with the relationship type “Twin Brother” are now recorded as “Family Member,” with eligible contacts also updated to “Emergency Primary” where needed. Volunteer contacts remain unchanged.
20 August 2026The period reopening and recalculation process now clears previously calculated data before generating new calculations. When Spending from Past Period has a value in the statement, the value remains consistent and reflects only the latest calculation.
20 August 2026The Billing Exports History page now displays the Created At date and time using the organisation’s configured time zone. This ensures that export timestamps are displayed consistently across environments.
20 August 2026The Bulk Add Schedule function is improved, allowing you to assign multiple event attendances to a client in a single process. Selected schedules are now created and displayed as expected. See Use Bulk MPAS for Social Group Events.
20 August 2026Improved handling of billing categories in Settings > Billing Categories. The list now shows the name of the user who last updated each category after changes are saved.