Sandbox Deployments 2026-06-19

Sandbox Deployments 2026-06-19

All
New Features
Improvements
All
DateRelease Note
16 June 2026Improved handling of Xero Direct invoice downloads from Claims Management. Claims now correctly use the organisation associated with each claim when generating invoices, allowing Xero Direct functionality to work consistently across both Claims Management and Exports.
16 June 2026Several minor usability improvements have been made to Advanced Booking Details within Quotes and Bookings. These updates improve line item handling and billing category behavior, providing a smoother and more intuitive experience when configuring booking details.
16 June 2026Booking Details modal improvements have been released to improve reliability and consistency when editing bookings. Advanced line item ordering now displays and updates correctly, and closing the modal without saving no longer retains unsaved changes.
16 June 2026Search functionality has been enhanced across forms and reports, allowing users to quickly find records using a range of information. Searches can now match titles, descriptions, creators, statuses, dates, form types, categories, and values entered within form fields, making it easier to locate records.
16 June 2026Improved handling of shift pattern preloading. Shift pattern details now load as expected when creating or managing schedues, reducing the need for manual re-entry.
17 June 2026Staff report employment date and time are now consistent with staff profiles.
17 June 2026Case note imports now support preserving original audit information by allowing the created date and author to be specified during import. This is restricted to authorised users and supports historical data migration while maintaining accurate record ownership and timestamps.
17 June 2026Billing Category selection is now restricted to those available within the selected Funding Source for bookings. This validation applies to both standard bookings and Advanced Booking Details line items, keeping Billing Categories aligned with the Funding Source used for billing.
18 June 2026Funding source rollover is now available to additional user roles, allowing authorized staff to create funding sources for new funding periods and populate unspent rollover values directly from the portal. Users can also preserve selected rollover fields to prevent existing values from being overwritten while still recalculating totals correctly. Fee items now carry over correctly to new funding sources during rollover.
18 June 2026Assessment forms now include updated file names and a revised print format. Forms display correctly within Care Domains, and assessment information appears as expected.
18 June 2026Invoice numbering in Business Central exports now generates and orders correctly during export, improving sequencing and compatibility with Business Central processing.
18 June 2026Forecast Co-Contribution in Period now displays correctly on the Advanced Quote print format, improving the accuracy of quote documentation and client-facing reports.
19 June 2026Improved handling of bulk approval for specific bookings in the Service Review Board. Bookings that were previously cancelled and later reinstated can now be approved as expected.
19 June 2026Claims Management has been enhanced to enforce statement period controls. Claims linked to closed or quarter-closed statement periods can no longer be removed or unfinalized, maintaining the integrity of finalised reporting and preventing changes to completed periods.
19 June 2026The Connections API now supports an optional “since” parameter, allowing retrieval of staff and client records created or updated from a specified date, reducing processing of unchanged records.
19 June 2026Clent records now include created and modified timestamp fields. New records will automatically capture their creation date, while modification dates will be recorded when updates are made.
19 June 2026Care organisation user records now include created and modified timestamp fields. New records will automatically capture their creation date, while modification dates will be recorded when updates are made.
19 June 2026Future-dated bookings now recalculate charges correctly after updates. Changes to booking details, care plans, and funding sources now update booking amounts, with accurate billing values displayed and applied.
19 June 2026Pre-loaded bookings now generate correct calculations and amounts, displaying calculated values instead of zero-dollar amounts.
19 June 2026Bulk funding source creation now splits funding sources across quarterly periods, even when existing records span those dates. Each period receives a funding source record with correct start and end dates.
19 June 2026Funding Source Template synchronization now allows updates to be applied individually or in bulk across linked client funding sources. Confirmation prompts and unsaved change warnings have been added.
19 June 2026Service Review now displays correct visit duration amounts.
19 June 2026Rollover funding amounts now calculate correctly. Funding fee item subtotals no longer duplicate during statement generation.
19 June 2026The Claims Management dashboard now restricts Remove Period and Unfinalize actions based on claim and statement period status, protecting closed and quarter-closed periods from changes.
19 June 2026Staff leave records with overlapping times now export correctly in payroll. Approved leave is included when applicable, reducing missing leave entries.
New Features
DateRelease Note
16 June 2026Search functionality has been enhanced across forms and reports, allowing users to quickly find records using a range of information. Searches can now match titles, descriptions, creators, statuses, dates, form types, categories, and values entered within form fields, making it easier to locate records.
17 June 2026Case note imports now support preserving original audit information by allowing the created date and author to be specified during import. This is restricted to authorised users and supports historical data migration while maintaining accurate record ownership and timestamps.
18 June 2026Funding source rollover is now available to additional user roles, allowing authorized staff to create funding sources for new funding periods and populate unspent rollover values directly from the portal. Users can also preserve selected rollover fields to prevent existing values from being overwritten while still recalculating totals correctly. Fee items now carry over correctly to new funding sources during rollover.
19 June 2026The Connections API now supports an optional “since” parameter, allowing retrieval of staff and client records created or updated from a specified date, reducing processing of unchanged records.
19 June 2026Clent records now include created and modified timestamp fields. New records will automatically capture their creation date, while modification dates will be recorded when updates are made.
19 June 2026Care organisation user records now include created and modified timestamp fields. New records will automatically capture their creation date, while modification dates will be recorded when updates are made.
19 June 2026Bulk funding source creation now splits funding sources across quarterly periods, even when existing records span those dates. Each period receives a funding source record with correct start and end dates.
19 June 2026Funding Source Template synchronization now allows updates to be applied individually or in bulk across linked client funding sources. Confirmation prompts and unsaved change warnings have been added.
Improvements
DateRelease Note
16 June 2026Improved handling of Xero Direct invoice downloads from Claims Management. Claims now correctly use the organisation associated with each claim when generating invoices, allowing Xero Direct functionality to work consistently across both Claims Management and Exports.
16 June 2026Several minor usability improvements have been made to Advanced Booking Details within Quotes and Bookings. These updates improve line item handling and billing category behavior, providing a smoother and more intuitive experience when configuring booking details.
16 June 2026Booking Details modal improvements have been released to improve reliability and consistency when editing bookings. Advanced line item ordering now displays and updates correctly, and closing the modal without saving no longer retains unsaved changes.
16 June 2026Improved handling of shift pattern preloading. Shift pattern details now load as expected when creating or managing schedues, reducing the need for manual re-entry.
17 June 2026Staff report employment date and time are now consistent with staff profiles.
17 June 2026Billing Category selection is now restricted to those available within the selected Funding Source for bookings. This validation applies to both standard bookings and Advanced Booking Details line items, keeping Billing Categories aligned with the Funding Source used for billing.
18 June 2026Assessment forms now include updated file names and a revised print format. Forms display correctly within Care Domains, and assessment information appears as expected.
18 June 2026Invoice numbering in Business Central exports now generates and orders correctly during export, improving sequencing and compatibility with Business Central processing.
18 June 2026Forecast Co-Contribution in Period now displays correctly on the Advanced Quote print format, improving the accuracy of quote documentation and client-facing reports.
19 June 2026Improved handling of bulk approval for specific bookings in the Service Review Board. Bookings that were previously cancelled and later reinstated can now be approved as expected.
19 June 2026Claims Management has been enhanced to enforce statement period controls. Claims linked to closed or quarter-closed statement periods can no longer be removed or unfinalized, maintaining the integrity of finalised reporting and preventing changes to completed periods.
19 June 2026Future-dated bookings now recalculate charges correctly after updates. Changes to booking details, care plans, and funding sources now update booking amounts, with accurate billing values displayed and applied.
19 June 2026Pre-loaded bookings now generate correct calculations and amounts, displaying calculated values instead of zero-dollar amounts.
19 June 2026Service Review now displays correct visit duration amounts.
19 June 2026Rollover funding amounts now calculate correctly. Funding fee item subtotals no longer duplicate during statement generation.
19 June 2026The Claims Management dashboard now restricts Remove Period and Unfinalise actions based on claim and statement period status, protecting closed and quarter-closed periods from changes.
19 June 2026Staff leave records with overlapping times now export correctly in payroll. Approved leave is included when applicable, reducing missing leave entries.
 

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