Sandbox Deployments 2026-07-17

Sandbox Deployments 2026-07-17

All
New Features
Improvements
All
DateRelease Note
14 July 2026Added support for the Adjustment entitlement type during payment file uploads. Adjustment records are now processed correctly and included in claim calculations and generated statements.
14 July 2026Improvements were made in the Contacts & Connections section in the client profile to improve how contact information is recorded, with support for both table and card views. See Contacts & Connections Section in Client Profile.
15 July 2026Improved handling of funding rollover. This results in a more reliable rollover process when past funding periods include “once off” frequencies.
15 July 2026Updated handling of Assistive Technology Service Type Summary in Support at Home Statements. This results in a more accurate budget display when viewing the available budget for the statement period.
15 July 2026Updated handling of quote acceptance in Client Profile. This ensures a consistent process when saving a quote as accepted, with updates flowing to care plans, funding sources, services, and client status.
15 July 2026The system allows payment files uploaded in the Claims Management Dashboard to be downloaded. You can access and retrieve payment files when needed.
15 July 2026Added support for validation warnings on exports for AT, HM, and RC bookings with incorrect funding source. A message is displayed during export when a booking is not using the correct funding source, such as “Booking is not using Assistive Technology Funding Source” or “Booking is not using Home Modification Funding Source”. You are informed so you can correct the funding source before export.
15 July 2026The Tasks & Shopping Lists section in Client Profile is improved to support task creation, task updates, and tracking of due dates. See Tasks & Shopping Lists Section in Client Profile.
16 July 2026The Close Quarter button is normally available 60 days after the end of the quarter to allow time for corrections and adjustments. This restriction is currently disabled, so you can close the quarter at any time. See How to use the Close Quarter Button.
16 July 2026In Dashboards > Funding & Budget Management, a new column named "No Allocation Category" has been added to display planned funding that is not assigned to an allocation category. This ensures the planned allocation breakdown accurately reflects all planned funding amounts.
16 July 2026Added support for bulk resync of Funding Source reference codes. This results in a more reliable process when updating multiple funding source reference codes at once.
16 July 2026RSVP handling in Social Groups is improved. Clients on leave are now automatically marked as “Not Going” when events are published, and no booking is created for them.
16 July 2026Improvements were made in the Budget/Quotes and Contracts section in the client profile. The system supports quote viewing with an updated layout and Active and Archived views, and it includes filtering and search with last updated information, improved loading behaviour, and an expandable quote snapshot while preserving existing quote actions. See Budget/Quotes and Contracts Section in Client Profile.
16 July 2026Added support for uploading multiple payment files in Claims Management. The system supports selecting multiple CSV files with a file list display, remove actions, add more files, change files, clear all, and duplicate file prevention during upload.
16 July 2026In both Client and Staff Calendars, after editing a booking and saving, the calendar remains on the selected month. This allows you to continue working on bookings without being returned to the present month. See Calendar Section in Client Profile
16 July 2026Generate funding sources for participants for the next quarter based on finalized periods. Use the "Rollover Funding Source" button to complete this. See article: How to Roll Over Funding Sources for a New Quarter
16 July 2026Added support for exporting claim details in the Claims Management Dashboard with a new download button. The system handles export of all claim detail records matching the applied filters to a CSV file. You can use the download button to retrieve complete claim data based on your selected filters.
17 July 2026Improved handling of funding source template bulk sync. This allows Coordinator (Admin) users to sync funding source template references and entities across all clients without permission issues.
17 July 2026Calculate unspent balances across Services Australia rollover amounts, provider-held funds, and participant-held funds. Use the "Rollover HCP Unspent Funds" button to carry these forward. See article: How to Roll Over HCP Unspent Funds
New Features
DateRelease Note
14 July 2026Added support for the Adjustment entitlement type during payment file uploads. Adjustment records are now processed correctly and included in claim calculations and generated statements.
14 July 2026Improvements were made in the Contacts and Connections section in the client profile to improve how contact information is recorded, with support for both table and card views. See Contacts & Connections Section in Client Profile.
15 July 2026Added support for validation warnings on exports for AT, HM, and RC bookings with incorrect funding source. A message is displayed during export when a booking is not using the correct funding source, such as “Booking is not using Assistive Technology Funding Source” or “Booking is not using Home Modification Funding Source”. You are informed so you can correct the funding source before export.
15 July 2026The Tasks & Shopping Lists section in Client Profile is improved to support task creation, task updates, and tracking of due dates. See Tasks & Shopping Lists Section in Client Profile.
16 July 2026In Dashboards > Funding & Budget Management, a new column named "No Allocation Category" has been added to display planned funding that is not assigned to an allocation category. This ensures the planned allocation breakdown accurately reflects all planned funding amounts.
16 July 2026Added support for bulk resync of Funding Source reference codes. This results in a more reliable process when updating multiple funding source reference codes at once.
16 July 2026Improvements were made in the Budget/Quotes and Contracts section in the client profile. The system supports quote viewing with an updated layout and Active and Archived views, and it includes filtering and search with last updated information, improved loading behaviour, and an expandable quote snapshot while preserving existing quote actions. See Budget/Quotes and Contracts Section in Client Profile.
16 July 2026Added support for uploading multiple payment files in Claims Management. The system supports selecting multiple CSV files with a file list display, remove actions, add more files, change files, clear all, and duplicate file prevention during upload.
16 July 2026Generate funding sources for participants for the next quarter based on finalized periods. Use the "Rollover Funding Source" button to complete this. See article: How to Roll Over Funding Sources for a New Quarter
16 July 2026Added support for exporting claim details in the Claims Management Dashboard with a new download button. The system handles export of all claim detail records matching the applied filters to a CSV file. You can use the download button to retrieve complete claim data based on your selected filters.
Improvements
DateRelease Note
15 July 2026Improved handling of funding rollover. This results in a more reliable rollover process when past funding periods include “once off” frequencies.
15 July 2026Updated handling of Assistive Technology Service Type Summary in Support at Home Statements. This results in a more accurate budget display when viewing the available budget for the statement period.
15 July 2026Updated handling of quote acceptance in Client Profile. This ensures a consistent process when saving a quote as accepted, with updates flowing to care plans, funding sources, services, and client status.
15 July 2026The system allows payment files uploaded in the Claims Management Dashboard to be downloaded. You can access and retrieve payment files when needed.
16 July 2026The Close Quarter button is normally available 60 days after the end of the quarter to allow time for corrections and adjustments. This restriction is currently disabled, so you can close the quarter at any time
16 July 2026RSVP handling in Social Groups is improved. Clients on leave are now automatically marked as “Not Going” when events are published, and no booking is created for them.
16 July 2026In both Client and Staff Calendars, after editing a booking and saving, the calendar remains on the selected month. This allows you to continue working on bookings without being returned to the present month. See Calendar Section in Client Profile
17 July 2026Improved handling of funding source template bulk sync. This allows Coordinator (Admin) users to sync funding source template references and entities across all clients without permission issues.
17 July 20263. Roll Over HCP Unspent Funds. Calculate unspent balances across Services Australia rollover amounts, provider-held funds, and participant-held funds. Use the "Rollover HCP Unspent Funds" button to carry these forward. See article: How to Roll Over HCP Unspent Funds
 

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