Sandbox Deployments 2026-07-31

Sandbox Deployments 2026-07-31

All
New Features
Improvements
All
DateRelease Note
27 July 2026Search bar in the portal is improved. Results now load faster and appear as you scroll, making it easier to search and browse people.
27 July 2026Bulk selection is now available in Community > Social Groups > Manage Attendance within the Attendance Check table. You can quickly mark attendance or cash received for multiple attendees at once using the new checkboxes.
29 July 2026Time Logs in the system are improved. Head Office users can now view time logs for staff across both Head Office and child branches when filtering by a specific staff member.
29 July 2026TechOne SAH claim invoice exports are improved by excluding fee calculations, ensuring only relevant claim items are included. This results in accurate invoice values and faster processing in the system.
29 July 2026TechOne exports from the Export page are improved to complete processing without remaining in a pending state. You can now download exports reliably from the system.
29 July 2026Funding visibility in Dashboards > Funding & Budget Management is improved by separating Support At Home rollover funding into its own column and renaming "Amount of Carryover at End" to "Carryover to Next Quarter". This helps you distinguish funding amounts more clearly.
30 July 2026Funding source rollover handling in the system is improved. Past fee end dates are now set correctly and Care Management allocations remain at 10%, ensuring accurate funding data after rollover.
30 July 2026Locked funding source allocations are now protected when creating a quote from an existing client funding source. If an allocation is marked as locked, its % Allocation field is disabled to prevent unintended changes that could overwrite the client's existing funding source allocation when the quote is accepted.
30 July 2026Claim IDs section in Actions > Claims Management is improved. Large result sets now load more reliably, with smoother performance when viewing and navigating records.
30 July 2026Rate Override is now automatically populated in Quotes when using Once-Off funding. The value is filled based on the funding amount or rate per frequency, reducing manual entry when creating or updating quotes.
30 July 2026A 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.
31 July 2026Filenames for downloaded print formats in the Budget/Quotes and Contracts section are improved. Files now save with the correct name instead of showing “undefined.”
31 July 2026Xero Billing (Direct Export) in the system now includes the full adjustment date and time when generating invoices. This ensures bookings within the selected period are correctly included in exported invoices.
31 July 2026TechOne claim file handling in the system is improved. Invoice line items now export with the correct rate and quantity when a booking is split across multiple payments.
New Features
DateRelease Note
27 July 2026Bulk selection is now available in Community > Social Groups > Manage Attendance within the Attendance Check table. You can quickly mark attendance or cash received for multiple attendees at once using the new checkboxes.
30 July 2026A 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.
Improvements
DateRelease Note
27 July 2026Search bar in the portal is improved. Results now load faster and appear as you scroll, making it easier to search and browse people.
29 July 2026Time Logs in the system are improved. Head Office users can now view time logs for staff across both Head Office and child branches when filtering by a specific staff member.
29 July 2026TechOne SAH claim invoice exports are improved by excluding fee calculations, ensuring only relevant claim items are included. This results in accurate invoice values and faster processing in the system.
29 July 2026TechOne exports from the Export page are improved to complete processing without remaining in a pending state. You can now download exports reliably from the system.
29 July 2026Funding visibility in Dashboards > Funding & Budget Management is improved by separating Support At Home rollover funding into its own column and renaming "Amount of Carryover at End" to "Carryover to Next Quarter". This helps you distinguish funding amounts more clearly.
30 July 2026Funding source rollover handling in the system is improved. Past fee end dates are now set correctly and Care Management allocations remain at 10%, ensuring accurate funding data after rollover.
30 July 2026Locked funding source allocations are now protected when creating a quote from an existing client funding source. If an allocation is marked as locked, its % Allocation field is disabled to prevent unintended changes that could overwrite the client's existing funding source allocation when the quote is accepted.
30 July 2026Claim IDs section in Actions > Claims Management is improved. Large result sets now load more reliably, with smoother performance when viewing and navigating records.
30 July 2026Rate Override is now automatically populated in Quotes when using Once-Off funding. The value is filled based on the funding amount or rate per frequency, reducing manual entry when creating or updating quotes.
31 July 2026Filenames for downloaded print formats in the Budget/Quotes and Contracts section are improved. Files now save with the correct name instead of showing “undefined.”
31 July 2026Xero Billing (Direct Export) in the system now includes the full adjustment date and time when generating invoices. This ensures bookings within the selected period are correctly included in exported invoices.
31 July 2026TechOne claim file handling in the system is improved. Invoice line items now export with the correct rate and quantity when a booking is split across multiple payments.
 

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