Sandbox Deployments 2026-09-25

Sandbox Deployments 2026-09-25

All
New Features
Improvements
All
DateRelease Note
22 September 2026The Client Support Plan PDF generated by the system now leaves out archived and superseded Care Domains.
24 September 2026Improved handling of staff pay details in the system, so staff without a pay period, cost centre or job classification are now included when timesheets are exported to Xero Payroll.
24 September 2026Forecasted spend calculations in the system are improved and now include manual line items and services without an allocation category. Care Management and service delivery forecasts are shown separately for each funding source and across the organisation.
24 September 2026The Dashboards > Funding & Budget Management dashboard is improved:
• Filters: Set filters before data loads.
• Pages and sorting: Pages load and sort faster.
• Totals: Totals reflect all filtered results, not only the current page.
• Forecast columns: Forecasted Total and Care Management Forecast now show as separate columns, including in the CSV export.
• Funding Status column: A new Funding Status column shows each client as On Track, Using Rollover or Over Budget, based on their Total Available for Services and Rollover Funds.
24 September 2026Staff and client lookups load faster across the portal, including dropdowns, filters and searches. Search in the Reports sidebar is also improved.
24 September 2026You can now set a custom booking name for Care Plan items and for Quote recurring and once-off services, without changing the linked service. The name is kept when the quote is accepted and shows on the resulting Care Plan and Client Calendar bookings.
24 September 2026Improved handling when editing Client Leave, so related bookings are only cancelled after the leave saves. If the save does not go through, a message is shown and the bookings stay in place.
24 September 2026Pagination in Community > Social Groups > Manage Attendance is improved for published bookings. The attendance table now shows up to the number of records selected in Show on Page before moving to the next page.
24 September 2026Sleepover handling in Quotes is improved, so sleepovers within overnight bookings are accepted and sleepover costs are included in quote totals. Draft and Open quotes now recalculate before saving, so reopened and downloaded quotes show current totals.
24 September 2026New filters for Client Department, Client Region and Care Manager are available in Dashboards > Funding & Budget Management. Each filter supports multiple selections, search, and Select All or Deselect All.
24 September 2026Review frequency settings in the Goals, Treatment Plans and Assessments section are now saved against each plan in the system, so changes are kept after saving and reopening. Existing plans continue to use their linked Care Domain settings until new values are saved.
New Features
DateRelease Note
24 September 2026You can now set a custom booking name for Care Plan items and for Quote recurring and once-off services, without changing the linked service. The name is kept when the quote is accepted and shows on the resulting Care Plan and Client Calendar bookings.
24 September 2026New filters for Client Department, Client Region and Care Manager are available in Dashboards > Funding & Budget Management. Each filter supports multiple selections, search, and Select All or Deselect All.
Improvements
DateRelease Note
22 September 2026The Client Support Plan PDF generated by the system now leaves out archived and superseded Care Domains.
24 September 2026Improved handling of staff pay details in the system, so staff without a pay period, cost centre or job classification are now included when timesheets are exported to Xero Payroll.
24 September 2026Forecasted spend calculations in the system are improved and now include manual line items and services without an allocation category. Care Management and service delivery forecasts are shown separately for each funding source and across the organisation.
24 September 2026The Dashboards > Funding & Budget Management dashboard is improved:
• Filters: Set filters before data loads.
• Pages and sorting: Pages load and sort faster.
• Totals: Totals reflect all filtered results, not only the current page.
• Forecast columns: Forecasted Total and Care Management Forecast now show as separate columns, including in the CSV export.
• Funding Status column: A new Funding Status column shows each client as On Track, Using Rollover or Over Budget, based on their Total Available for Services and Rollover Funds.
24 September 2026Staff and client lookups load faster across the portal, including dropdowns, filters and searches. Search in the Reports sidebar is also improved.
24 September 2026Improved handling when editing Client Leave, so related bookings are only cancelled after the leave saves. If the save does not go through, a message is shown and the bookings stay in place.
24 September 2026Pagination in Community > Social Groups > Manage Attendance is improved for published bookings. The attendance table now shows up to the number of records selected in Show on Page before moving to the next page.
24 September 2026Sleepover handling in Quotes is improved, so sleepovers within overnight bookings are accepted and sleepover costs are included in quote totals. Draft and Open quotes now recalculate before saving, so reopened and downloaded quotes show current totals.
24 September 2026Review frequency settings in the Goals, Treatment Plans and Assessments section are now saved against each plan in the system, so changes are kept after saving and reopening. Existing plans continue to use their linked Care Domain settings until new values are saved.