| Date | Release Note |
| 16 September 2026 | HCP unspent fund rollovers are now carried into client SAH funding and displayed on the Client Profile. Closing the quarter also adds the rollover amount as a new funding fee item. See How to Roll Over HCP Unspent Funds |
| 18 September 2026 | Forecasted funding values are now available in the Funding & Budget Management Dashboard, with an expandable breakdown by allocation category. The total is also shown against each funding source in the Client Profile and included in CSV exports. |
| 18 September 2026 | A warning message is now shown when you edit a client’s Care Plan or Funding Source and the client has a quote in Open or Draft status. You are informed that continuing will cancel the quote and are prompted to make changes directly in the quote instead. See FAQ: What happens if I change a funding source or care plan while the client has a Draft or Open quote? |
| 18 September 2026 | Debtor account creation has been improved when saving a funding source. Accounts are now created for eligible active and renewed clients while duplicate accounts continue to be prevented. |
| 18 September 2026 | Look Up People (Staff) selections in child branch forms now display consistently in Client Profile, Actions > Form Submissions, and Reports > Form Reports CSV exports. Accessibility handling for affected form dropdown fields is also improved. |
| 18 September 2026 | Payroll export handling for gaps between bookings is improved. When the gap exceeds 30 minutes, broken shift allowance is applied instead of Travel Time and associated KMs. |
| 18 September 2026 | Funding Period handling in quotes is improved. The Quarterly value now remains in the Funding Period field after a quote is saved and accepted and is retained in the accepted quote and Funding Source. |
| 18 September 2026 | The system now supports separate organization-level configuration for Billing and Payroll travel calculations involving cancelled billable or payable bookings. Travel can be calculated from the cancelled booking or the previous active booking. |
| 18 September 2026 | Improved handling of unspent fund calculations when a client has multiple funding sources at different levels within the same statement period. The system will select the applicable funding source for opening balances and unspent funds, providing accurate client statements. |
| 18 September 2026 | The system now supports calculated travel time for NDIS Transport billing. For the “NDIS Transport (30mins max)” claim type, invoiced travel time is capped at 30 minutes. |
| 18 September 2026 | The system can now calculate forecasted funding values for a selected period using bookings linked to each funding source. This provides forecast totals and allocation category breakdowns for dashboard reporting. |
| Date | Release Note |
| 18 September 2026 | Forecasted funding values are now available in the Funding & Budget Management Dashboard, with an expandable breakdown by allocation category. The total is also shown against each funding source in the Client Profile and included in CSV exports. |
| 18 September 2026 | A warning message is now shown when you edit a client’s Care Plan or Funding Source and the client has a quote in Open or Draft status. You are informed that continuing will cancel the quote and are prompted to make changes directly in the quote instead. See FAQ: What happens if I change a funding source or care plan while the client has a Draft or Open quote? |
| 18 September 2026 | The system now supports separate organization-level configuration for Billing and Payroll travel calculations involving cancelled billable or payable bookings. Travel can be calculated from the cancelled booking or the previous active booking. |
| 18 September 2026 | The system now supports calculated travel time for NDIS Transport billing. For the “NDIS Transport (30mins max)” claim type, invoiced travel time is capped at 30 minutes. |
| 18 September 2026 | The system can now calculate forecasted funding values for a selected period using bookings linked to each funding source. This provides forecast totals and allocation category breakdowns for dashboard reporting. |
| Date | Release Note |
| 16 September 2026 | HCP unspent fund rollovers are now carried into client SAH funding and displayed on the Client Profile. Closing the quarter also adds the rollover amount as a new funding fee item. |
| 18 September 2026 | Debtor account creation has been improved when saving a funding source. Accounts are now created for eligible active and renewed clients while duplicate accounts continue to be prevented. |
| 18 September 2026 | Look Up People (Staff) selections in child branch forms now display consistently in Client Profile, Actions > Form Submissions, and Reports > Form Reports CSV exports. Accessibility handling for affected form dropdown fields is also improved. |
| 18 September 2026 | Payroll export handling for gaps between bookings is improved. When the gap exceeds 30 minutes, broken shift allowance is applied instead of Travel Time and associated KMs. |
| 18 September 2026 | Funding Period handling in quotes is improved. The Quarterly value now remains in the Funding Period field after a quote is saved and accepted and is retained in the accepted quote and Funding Source. |
| 18 September 2026 | Improved handling of unspent fund calculations when a client has multiple funding sources at different levels within the same statement period. The system will select the applicable funding source for opening balances and unspent funds, providing accurate client statements. |