Sandbox Deployments 2026-09-11

Sandbox Deployments 2026-09-11

All
New Features
Improvements
All
DateRelease Note
07 September 2026SAH Balance Adjustments are now included in statement period calculations, so corrected client budgets are reflected in statements and future periods. Custom statement labels are also supported.
08 September 2026A new contractor status filter is available on the Contractors page, with options for Active Contractors, Inactive/Terminated Contractors, and All Contractors. You can locate and access contractor profiles after a termination date is added.
08 September 2026The system now generates carer work schedule instances with cvCalendar for a requested date range. Configured local times are preserved during daylight saving time changes, with permission-based access and source schedules unchanged.
08 September 2026A downloadable CSV report is now available after single and bulk Funding Source Template syncs. It summarises affected client Funding Sources and synced entities, with bulk sync results sorted by Funding Source ID.
08 September 2026A new "Days in Funding Period" field is available in the Quote funding section for Advanced Funding Sources. You can use the displayed number of days to calculate proportional funding balances when a client starts partway through a funding period.
10 September 2026Business Central invoice exports now apply the configured custom invoice prefix and start number and split SAH claim co-contribution invoices by debtor reference. The SITE column now uses funding source Ref 36, with organisation Ref 36 used as a fallback.
10 September 2026System support for Shift Patterns is improved across list, detail, and calendar functions. This reduces loading delays and interruptions when rostering.
11 September 2026The "Balance Expected" column calculation in Funding & Budget Management now uses the client’s forecast instead of Total Planned. Forecast amounts linked to Care Management allocation categories are excluded from the calculation.
11 September 2026A new "Balance Adjustments" column group is available in the Funding & Budget Management dashboard, showing a total and breakdown for Homecare, Commonwealth Unspent Funds, and Ongoing Budget adjustments. Balance Expected now includes these adjustments, reflecting the updated expected balance.
11 September 2026Shift Patterns page performance is improved for organisations with large Shift Patterns containing many schedules. Calendar loading, filtering, sorting, and detail loading now respond more efficiently while existing Shift Pattern functionality remains unchanged.
11 September 2026Look Up People (Staff) selections in child branch forms now display consistently in Client Profile, Actions > Form Submissions, and Reports > Form Reports CSV exports. Accessibility handling for affected form dropdown fields is also improved.
11 September 2026Payroll export handling for gaps between bookings is improved. When the gap exceeds 30 minutes, broken shift allowance is applied instead of Travel Time and associated KMs.
11 September 2026Funding Period handling in quotes is improved. The "Quarterly" value now remains in the "Funding Period" field after a quote is saved and accepted and is retained in the accepted quote and Funding Source.
New Features
DateRelease Note
08 September 2026A new contractor status filter is available on the Contractors page, with options for Active Contractors, Inactive/Terminated Contractors, and All Contractors. You can locate and access contractor profiles after a termination date is added.
08 September 2026The system now generates carer work schedule instances with cvCalendar for a requested date range. Configured local times are preserved during daylight saving time changes, with permission-based access and source schedules unchanged.
08 September 2026A downloadable CSV report is now available after single and bulk Funding Source Template syncs. It summarises affected client Funding Sources and synced entities, with bulk sync results sorted by Funding Source ID.
08 September 2026A new "Days in Funding Period" field is available in the Quote funding section for Advanced Funding Sources. You can use the displayed number of days to calculate proportional funding balances when a client starts partway through a funding period.
11 September 2026A new "Balance Adjustments" column group is available in the Funding & Budget Management dashboard, showing a total and breakdown for Homecare, Commonwealth Unspent Funds, and Ongoing Budget adjustments. Balance Expected now includes these adjustments, reflecting the updated expected balance.
Improvements
DateRelease Note
07 September 2026SAH Balance Adjustments are now included in statement period calculations, so corrected client budgets are reflected in statements and future periods. Custom statement labels are also supported.
10 September 2026Business Central invoice exports now apply the configured custom invoice prefix and start number and split SAH claim co-contribution invoices by debtor reference. The SITE column now uses funding source Ref 36, with organisation Ref 36 used as a fallback.
10 September 2026System support for Shift Patterns is improved across list, detail, and calendar functions. This reduces loading delays and interruptions when rostering.
11 September 2026The "Balance Expected" column calculation in Funding & Budget Management now uses the client’s forecast instead of Total Planned. Forecast amounts linked to Care Management allocation categories are excluded from the calculation.
11 September 2026Shift Patterns page performance is improved for organisations with large Shift Patterns containing many schedules. Calendar loading, filtering, sorting, and detail loading now respond more efficiently while existing Shift Pattern functionality remains unchanged.
11 September 2026Look Up People (Staff) selections in child branch forms now display consistently in Client Profile, Actions > Form Submissions, and Reports > Form Reports CSV exports. Accessibility handling for affected form dropdown fields is also improved.
11 September 2026Payroll export handling for gaps between bookings is improved. When the gap exceeds 30 minutes, broken shift allowance is applied instead of Travel Time and associated KMs.
11 September 2026Funding Period handling in quotes is improved. The Quarterly value now remains in the Funding Period field after a quote is saved and accepted and is retained in the accepted quote and Funding Source.