Sandbox Deployments 2026-07-10

Sandbox Deployments 2026-07-10

All
New Features
Improvements
All
DateRelease Note
07 July 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.
07 July 2026Improved handling of exit dates in Client Profile. When a client’s status is set to Exit Completed, the system now uses the earlier date, so the correct exit date is shown.
07 July 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.
07 July 2026Improved handling of addresses in Reports > Staff Reports. Postal codes are now included in the address field in report exports.
07 July 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.
07 July 2026Improved handling of quote printouts. Advanced booking details now display correct rates, line items, occurrences, and funding sources.
07 July 2026Added support for Restorative Care in generated statements. Statements now include a dedicated Restorative Care section, displaying eligible bookings, services, and management amounts when applicable.
07 July 2026A revamped interface is now available for Tasks & Shopping Lists in Client Profile. The layout is updated with the same actions and filters, so you can continue creating, editing, and viewing tasks.
07 July 2026A revamped interface is available in Actions > Claims Management. Rows are more compact, actions are grouped into a menu, and the notes side panel is wider for easier viewing.
07 July 2026A new Calculated Callout Time option is available for Visit Duration in Bookings and related areas. You can use it for billing and pay, with support for NDIS Transport (30 mins max), and it applies across booking views including calendars, service plans, and Service Review.
07 July 2026Improved handling of invoices in the Claims Management Dashboard. When a funding source override is applied, invoices now use the selected funding source’s debtor references, funding references, and billing contact.
08 July 2026A new Set Invoice Quantity to 1 toggle is available in Settings > General Config > Invoice Settings. When enabled, invoice quantities are set to 1 during processing, giving you consistent invoice values.
08 July 2026Invoice file downloads in Claims Management are improved. Selecting TechOne format now generates and downloads the file when invoice data is available for the finalised claim.
08 July 2026Improved handling of time logs in the Service Review Board. Head Office users can now see their billable entries for clients across both Head Office and child branches when viewing logs for a specific staff member.
09 July 2026Improved handling of visit durations in the Service Review Board. Visit duration is now calculated based on the configured Bill Using and Pay Using settings, including Reported by Staff, while existing behavior for check-in/check-out and scheduled time remains unchanged.
09 July 2026Staff sync in Settings > Integrations > TechOne HRP is improved. Birth country and system email preference now update correctly, so staff records reflect the latest information from TechOne on creation and updates.
09 July 2026CSV downloads in Service Review Board are improved. You can now download all records, with complete data included in your export.
09 July 2026Improved handling of leave exports in Payroll Metrics. Long Service Leave now exports correctly, allowing records to be processed in payroll as expected.
New Features
DateRelease Note
07 July 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.
07 July 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.
07 July 2026Added support for Restorative Care in generated statements. Statements now include a dedicated Restorative Care section, displaying eligible bookings, services, and management amounts when applicable.
07 July 2026A revamped interface is now available for Tasks & Shopping Lists in Client Profile. The layout is updated with the same actions and filters, so you can continue creating, editing, and viewing tasks.
07 July 2026A revamped interface is available in Actions > Claims Management. Rows are more compact, actions are grouped into a menu, and the notes side panel is wider for easier viewing.
07 July 2026A new Calculated Callout Time option is available for Visit Duration in Bookings and related areas. You can use it for billing and pay, with support for NDIS Transport (30 mins max), and it applies across booking views including calendars, service plans, and Service Review.
08 July 2026A new Set Invoice Quantity to 1 toggle is available in Settings > General Config > Invoice Settings. When enabled, invoice quantities are set to 1 during processing, giving you consistent invoice values.
Improvements
DateRelease Note
07 July 2026Improved handling of exit dates in Client Profile. When a client’s status is set to Exit Completed, the system now uses the earlier date, so the correct exit date is shown.
07 July 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.
07 July 2026Improved handling of addresses in Reports > Staff Reports. Postal codes are now included in the address field in report exports.
07 July 2026Improved handling of quote printouts. Advanced booking details now display correct rates, line items, occurrences, and funding sources.
07 July 2026Improved handling of invoices in the Claims Management Dashboard. When a funding source override is applied, invoices now use the selected funding source’s debtor references, funding references, and billing contact.
08 July 2026Invoice file downloads in Claims Management are improved. Selecting TechOne format now generates and downloads the file when invoice data is available for the finalised claim.
08 July 2026Improved handling of time logs in the Service Review Board. Head Office users can now see their billable entries for clients across both Head Office and child branches when viewing logs for a specific staff member.
09 July 2026Improved handling of visit durations in the Service Review Board. Visit duration is now calculated based on the configured Bill Using and Pay Using settings, including Reported by Staff, while existing behavior for check-in/check-out and scheduled time remains unchanged.
09 July 2026Staff sync in Settings > Integrations > TechOne HRP is improved. Birth country and system email preference now update correctly, so staff records reflect the latest information from TechOne on creation and updates.
09 July 2026CSV downloads in Service Review Board are improved. You can now download all records, with complete data included in your export.
09 July 2026Improved handling of leave exports in Payroll Metrics. Long Service Leave now exports correctly, allowing records to be processed in payroll as expected.
 

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