Sandbox Deployments 2026-08-28

Sandbox Deployments 2026-08-28

All
New Features
Improvements
All
DateRelease Note
25 August 2026Improved handling of unspent fund calculations when a client has multiple funding sources at different levels within the same statement period. The system will select the applicable funding source for opening balances and unspent funds, providing accurate client statements.
27 August 2026Improved handling of booking calculations for travel with a client. Once mobile travel tracking is complete, the system will include the recorded KMs in the travel line item and total booking amount.
27 August 2026Improved handling of applied Funding Sources by aligning affected bookings with the client’s existing Funding Source for the scheduled delivery date. This prevents previous-period Funding Sources from causing duplicate client and Funding Source records in the Care Management Time Tracking Dashboard.
27 August 2026When invoices are grouped by allocation category, the system now includes the client’s NDIS number in the Xero Reference field. This makes invoices easier to identify and reconcile.
27 August 2026Improved handling of published booking cancellations when care plans or shift patterns are updated. The cancellation reason will be set automatically to “Cancelled Due to Care Plan Change,” making these cancellations easier to identify.
27 August 2026Improved handling of funding period validation in Actions > Claims Management Dashboard. Bookings are matched to the applicable funding source for their delivery date, preventing incorrect funding period mismatch warnings during claim reconciliation.
27 August 2026Improved display of Assistive Technology (AT) and Home Modifications (HM) funding periods in client statements. Statements now show the start and end dates for each AT and HM budget.
28 August 2026Improved handling of preloaded bookings when published bookings are cancelled during a care plan update. The system will recreate each booking and apply the updated staff instructions, tasks, and preferred worker.
28 August 2026An “Expired Qualifications” option is available in Actions > Skills & Qualifications. Click the status dropdown arrow and select “Expired Qualifications” to view qualifications that have passed their validity date.
New Features
DateRelease Note
28 August 2026An “Expired Qualifications” option is available in Actions > Skills & Qualifications. Click the status dropdown arrow and select “Expired Qualifications” to view qualifications that have passed their validity date.
Improvements
DateRelease Note
25 August 2026Improved handling of unspent fund calculations when a client has multiple funding sources at different levels within the same statement period. The system will select the applicable funding source for opening balances and unspent funds, providing accurate client statements.
27 August 2026Improved handling of booking calculations for travel with a client. Once mobile travel tracking is complete, the system will include the recorded kilometres in the travel line item and total booking amount.
27 August 2026Improved handling of applied Funding Sources by aligning affected bookings with the client’s existing Funding Source for the scheduled delivery date. This prevents previous-period Funding Sources from causing duplicate client and Funding Source records in the Care Management Time Tracking Dashboard.
27 August 2026When invoices are grouped by allocation category, the system now includes the client’s NDIS number in the Xero Reference field. This makes invoices easier to identify and reconcile.
27 August 2026Improved handling of published booking cancellations when care plans or shift patterns are updated. The cancellation reason will be set automatically to “Cancelled Due to Care Plan Change,” making these cancellations easier to identify.
27 August 2026Improved handling of funding period validation in Actions > Claims Management Dashboard. Bookings are matched to the applicable funding source for their delivery date, preventing incorrect funding period mismatch warnings during claim reconciliation.
27 August 2026Improved display of Assistive Technology (AT) and Home Modifications (HM) funding periods in client statements. Statements now show the start and end dates for each AT and HM budget.
28 August 2026Improved handling of preloaded bookings when published bookings are cancelled during a care plan update. The system will recreate each booking and apply the updated staff instructions, tasks, and preferred worker.