Sandbox Deployments 2026-04-24

Sandbox Deployments 2026-04-24

All
New Features
Improvements
All
DateRelease Note
20 April 2026In the Claims Management Dashboard, under the Status and Actions column, click Unfinalize to revert a claim from Final to an editable state and allow further changes.
20 April 2026In the Claims Management Dashboard, under the Status and Actions column, you can click Remove Claim to remove a claim before finalisation.
20 April 2026The Funding Sources section in Client Profile has been improved to make it easier to view, manage, and understand all client funding in one place, with clearer status indicators, filtering, and export options.
22 April 2026A new “Cancelled and Unallocated” option is now available when editing a booking in Booking form or from the Scheduling Board, allowing you to cancel a booking and automatically remove the assigned staff in one step for easier management.
22 April 2026In Quotes, the calculate button is now only available for Draft and Open quotes, and is hidden for Accepted, Verbally Accepted, or Cancelled quotes. This prevents further changes once a quote is finalized.
22 April 2026In Statements, bookings that are uncancelled within the adjustment period now appear in claims and show as variations. This ensures totals are accurate and changes are clearly visible.
22 April 2026When you export case notes in Actions > Case Notes, the export now includes details from the Description field, ensuring all information is captured and reducing the need for manual copying.
23 April 2026When downloading invoices from the Claims Management Dashboard, you can now choose a “Record Type” to export either Main Transactions or Claims Variances. This gives you more flexibility to review standard and excluded or disputed claim data separately.
23 April 2026Sleepover visibility in Community > Social Groups is improved. You can identify sleepover bookings more easily when managing event attendance, with a moon icon displayed if the booking is a sleepover.
24 April 2026Cancelled bookings can now be hidden in Community > Social Groups > [Select a Social Group] > Calendar using the new “Hide Cancelled Bookings” toggle, giving you a cleaner view and more control over what’s displayed. Please note that the toggle is disabled if the “Show Shift Patterns & Adhoc Bookings” button is is turned off, as no cancelled bookings are shown.
New Features
DateRelease Note
20 April 2026In the Claims Management Dashboard, under the Status and Actions column, click Unfinalize to revert a claim from Final to an editable state and allow further changes
20 April 2026In the Claims Management Dashboard, under the Status and Actions column, you can click Remove Claim to remove a claim before finalisation.
22 April 2026A new “Cancelled and Unallocated” option is now available when editing a booking in Booking form or from the Scheduling Board, allowing you to cancel a booking and automatically remove the assigned staff in one step for easier management.
23 April 2026When downloading invoices from the Claims Management Dashboard, you can now choose a “Record Type” to export either Main Transactions or Claims Variances. This gives you more flexibility to review standard and excluded or disputed claim data separately.
24 April 2026Cancelled bookings can now be hidden in Community > Social Groups > [Select a Social Group] > Calendar using the new “Hide Cancelled Bookings” toggle, giving you a cleaner view and more control over what’s displayed. Please note that the toggle is disabled if the “Show Shift Patterns & Adhoc Bookings” button is is turned off, as no cancelled bookings are shown.
Improvements
DateRelease Note
20 April 2026The Funding Sources section in Client Profile has been improved to make it easier to view, manage, and understand all client funding in one place, with clearer status indicators, filtering, and export options.
22 April 2026In Quotes, the “Calculate” button is now only available for Draft and Open quotes, and is hidden for Accepted, Verbally Accepted, or Cancelled quotes,. This prevents further changes once a quote is finalised.
22 April 2026In Statements, bookings that are uncancelled within the adjustment period now appear in claims and show as variations. This ensures totals are accurate and changes are clearly visible.
22 April 2026When you export case notes in Actions > Case Notes, the export now includes details from the Description field, ensuring all information is captured and reducing the need for manual copying.
23 April 2026Sleepover visibility in Community > Social Groups is improved. You can identify sleepover bookings more easily when managing event attendance, with a moon icon displayed if the booking is a sleepover.
 

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