Production Releases 2026-09-11

Production Releases 2026-09-11

All
New Features
Improvements
All
DateRelease Note
07 September 2026Improved handling of leave calculations in the Timesheet Dashboard for scheduled shifts with unpaid breaks. Unpaid breaks are now excluded, and leave is split into the correct paid periods when exported to payroll.
08 September 2026Shift status display in the iOS Mobile App is improved. Assigned shifts are now shown as assigned instead of appearing as a Job Offer.
08 September 2026Improved handling of preloaded bookings when published bookings are cancelled during a care plan update. The system will recreate each booking and apply the updated staff instructions, tasks, and preferred worker.
08 September 2026A revamped Volunteer profile is now available in People > Volunteers. You’ll see an updated layout with the same actions and information, making it easier to view and manage volunteer details.
08 September 2026The system can now recalculate and save totals, allocations, and period boundaries for Advanced Mode funding sources within a selected date range. Retroactive changes, including daily rate and Care Management allocation updates, can be applied without reopening and resaving each funding source.
08 September 2026Improved handling of applied Funding Sources by aligning affected bookings with the client’s existing Funding Source for the scheduled delivery date. This prevents previous-period Funding Sources from causing duplicate client and Funding Source records in the Care Management Time Tracking Dashboard.
08 September 2026When invoices are grouped by allocation category, the system now includes the client’s NDIS number in the Xero Reference field. This makes invoices easier to identify and reconcile.
08 September 2026The system converts clients’ Basic Funding Sources to Advanced Mode in bulk using Funding Source Templates. Template settings and Advanced Funding fields are applied automatically to support funding period management.
08 September 2026A new Social Group Event document is available in Community > Social Groups. You can generate an event plan with the information staff need to coordinate the event, alongside Meals Delivery and Transport Run documents. See Generate Meal and Transport Documents for Social Group Events.
09 September 2026NDIS service agreements now use the latest funding source end date as the Plan End Date. The “How is the plan managed?” and “Funding Name” fields now show information more clearly without repeated text.
11 September 2026The "Reviewer" field in the Goals, Treatment Plans, and Assessments section now displays all eligible staff members when creating a goal in a client’s profile. You can select the appropriate reviewer instead of seeing only contractors.
11 September 2026Search bar in the portal is improved. Results now load faster and appear as you scroll, making it easier to search and browse people.
11 September 2026Improved access to Billing Categories and Funding Sources in bookings. You can now open the panel on the invoice date to view and manage billing details.
11 September 2026Improved CHSP DEX export handling for the TripDistanceKm field. Decimal values are now rounded to the nearest whole kilometre, so the export can be uploaded successfully.
11 September 2026A new Due Date setting is available in the system for Xero Billing (Direct Export), allowing the Due Date to be set to 7 days after the Invoice Date. For example, for an export with Delivery From 18-07-2026, Delivery To 25-07-2026, and Use a Single Invoice Number per Client toggled on: if configured, the Due Date field on the Review XERO Invoices screen shows 01-08-2026; if not configured, it shows the Delivery To date of 25-07-2026.
11 September 2026Activity ID handling in MYOB Sales Time Billing CSV exports is improved. The Activity ID is now populated for Callout Distance and Sleepovers billing category types, providing complete invoice export records.
11 September 2026Handling of once-off booking CSV imports is improved. If unsupported characters are found, the system identifies the affected line and field so the data can be corrected before importing.
New Features
DateRelease Note
08 September 2026A revamped Volunteer profile is now available in People > Volunteers. You’ll see an updated layout with the same actions and information, making it easier to view and manage volunteer details.
08 September 2026The system can now recalculate and save totals, allocations, and period boundaries for Advanced Mode funding sources within a selected date range. Retroactive changes, including daily rate and Care Management allocation updates, can be applied without reopening and resaving each funding source.
08 September 2026The system converts clients’ Basic Funding Sources to Advanced Mode in bulk using Funding Source Templates. Template settings and Advanced Funding fields are applied automatically to support funding period management.
08 September 2026A new Social Group Event document is available in Community > Social Groups. You can generate an event plan with the information staff need to coordinate the event, alongside Meals Delivery and Transport Run documents. See Generate Meal and Transport Documents for Social Group Events.
11 September 2026A new Due Date setting is available in the system for Xero Billing (Direct Export), allowing the Due Date to be set to 7 days after the Invoice Date. For example, for an export with Delivery From 18-07-2026, Delivery To 25-07-2026, and Use a Single Invoice Number per Client toggled on: if configured, the Due Date field on the Review XERO Invoices screen shows 01-08-2026; if not configured, it shows the Delivery To date of 25-07-2026.
Improvements
DateRelease Note
07 September 2026Improved handling of leave calculations in the Timesheet Dashboard for scheduled shifts with unpaid breaks. Unpaid breaks are now excluded, and leave is split into the correct paid periods when exported to payroll.
08 September 2026Shift status display in the iOS Mobile App is improved. Assigned shifts are now shown as assigned instead of appearing as a Job Offer.
08 September 2026Improved handling of preloaded bookings when published bookings are cancelled during a care plan update. The system will recreate each booking and apply the updated staff instructions, tasks, and preferred worker.
08 September 2026Improved handling of applied Funding Sources by aligning affected bookings with the client’s existing Funding Source for the scheduled delivery date. This prevents previous-period Funding Sources from causing duplicate client and Funding Source records in the Care Management Time Tracking Dashboard.
08 September 2026When invoices are grouped by allocation category, the system now includes the client’s NDIS number in the Xero Reference field. This makes invoices easier to identify and reconcile.
09 September 2026NDIS service agreements now use the latest funding source end date as the Plan End Date. The “How is the plan managed?” and “Funding Name” fields now show information more clearly without repeated text.
11 September 2026The Reviewer field in the Goals, Treatment Plans, and Assessments section now displays all eligible staff members when creating a goal in a client’s profile. You can select the appropriate reviewer instead of seeing only contractors.
11 September 2026Search bar in the portal is improved. Results now load faster and appear as you scroll, making it easier to search and browse people.
11 September 2026Improved access to Billing Categories and Funding Sources in bookings. You can now open the panel on the invoice date to view and manage billing details.
11 September 2026Improved CHSP DEX export handling for the TripDistanceKm field. Decimal values are now rounded to the nearest whole kilometre, so the export can be uploaded successfully.
11 September 2026Activity ID handling in MYOB Sales Time Billing CSV exports is improved. The Activity ID is now populated for Callout Distance and Sleepovers billing category types, providing complete invoice export records.
11 September 2026Handling of once-off booking CSV imports is improved. If unsupported characters are found, the system identifies the affected line and field so the data can be corrected before importing.