What’s New in Sandbox 2026-05-01
New Features
Improvements
New Features
New Features
Check out new features in Sandbox before they’re released to production.
| Feature | Release Note |
| Social Groups | |
| Calendar filters (Social Groups) | Added support for new filters in Community > Social Groups > Calendar. The system handles multiple toggle options including “Show Allocated Staff”, “Show Bookings Linked to Time Logs”, “Hide Cancelled Bookings”, “Show All Social Group Shift Patterns”, and “Show Linked Social Group Shift Patterns” along with additional filter options. You can control how bookings and events are displayed in the calendar. |
| Hide cancelled bookings (Social Groups) | Added support for hiding cancelled bookings in Community > Social Groups > Calendar. The system handles visibility using the “Hide Cancelled Bookings” toggle based on the “Show Shift Patterns & Adhoc Bookings” setting. You can focus on active bookings in the calendar view. |
| Timeline view attendance | Added support for Timeline View in Community > Social Groups > Manage Attendance. The system handles attendee scheduling by displaying events and participants on a timeline with filtering for attendance status. You can view and manage attendance more clearly. |
| Sleepover visibility | Sleepover visibility in Community > Social Groups is improved. You can identify sleepover bookings more easily when managing event attendance, with a moon icon displayed if the booking is a sleepover. |
| Split attendance bookings | Added support for splitting attendance bookings in Community > Social Groups. The system handles booking splits at a selected time and allows reassignment of staff for the remaining duration. You can manage staffing changes within events more easily. |
| Calendar | |
| Client calendar filters | Added support for new filters in Client > Calendar. The system handles toggle-based filtering using “Show All Social Group Shift Patterns” and “Show linked social group shift patterns (where the client is a linked member of the shift)” for calendar views. You can view relevant shift patterns more easily when managing client schedules. |
| Calendar generation filters | Added support for filters when generating the client calendar in Client > Profile > Calendar. The system handles calendar generation by allowing selection of options such as Include Tasks, Include Cancelled Bookings, Include Bookings Linked to Time Logs, and Include Externally Delivered. You can customise the calendar output based on your needs. |
| Forecast cost labels | Forecast Cost Labels Added to Bookings You can now see the estimated revenue for each booking with color-coded labels: blue for Confirmed, black for Planned, and green for Claimed. This allows you to view booking revenue at a glance on the Client calendar, Client service orders, Staff calendar, Service requests, Service Review Board, Teams V1, Teams V2, Social group calendar (shifts/adhoc bookings), and Social group manage attendance page. |
| Booking | |
| Cancelled and unallocated option | A new “Cancelled and Unallocated” option is now available when editing a booking in Booking form or from the Scheduling Board, allowing you to cancel a booking and automatically remove the assigned staff in one step for easier management. |
| Advanced Booking Details | |
| Advanced booking allocation | Added support for Advanced Booking Details across bookings except shifts. The system handles booking splits by allowing allocation across services, billing categories, and funding sources with stored calculated values. You can track budgets and manage booking allocations more clearly. |
| Quotes | |
| Modified indicator in quotes | Added support for a modified indicator in Quotes. The system handles once-off booking updates by displaying a “Modified” tag beside the subtotal when changes are made. You can quickly identify updated items in the quote. |
| Services | |
| Line item template linking | Added support for linking line item templates in Settings > Services. The system handles manual line items by allowing a default line item template to be assigned to a service during setup. |
| Claiming | |
| Adjustment line validation | Added support for error handling in adjustment lines. The system handles validation by preventing negative quantities and displaying the message “Adjustment transaction. Negative not allowed.” You can identify and correct invalid adjustments more easily. |
| Funding and Budget Management | |
| Funding and budget dashboard | Added support for the Funding and Budget dashboard. The system handles budget tracking by displaying funding, planned spending, and usage over time. You can monitor and manage client budgets more effectively. |
| Funding Source | |
| Advanced funding templates | Added support for Advanced Mode in Funding Source templates. The system handles multiple rates, budget categories, and co-contribution percentages within a single template. You can manage funding structures more flexibly. |
| Statements | |
| Download invoice statements | Added support for downloading invoice statements in the portal. The system handles statement downloads using the Download Statement button for closed periods. You can access finalised statement files when needed. |
| Staff | |
| Staff hour tracking | Added support for staff hour tracking. The system handles detection of over or under allocated hours for staff. You can identify workload issues more easily. |
| Contractors | |
| Export contractor jobs | Added support for exporting contractor job details in Actions > Contractor Jobs. The system handles export by allowing download as a CSV file using the Print button. You can extract and review contractor job data easily. |
| MPAS | |
| Bulk MPAS schedule creation | Added Support for Bulk MPAS Schedule Creation. Multiple MPAS schedules can be created for a client from the Client Profile and Quick Actions using a new Bulk Add Schedule button. You can set start and end dates, select or remove schedules, and choose social group events, making it more efficient to manage multiple schedules. |
Improvements
Improvements
Check out improvements in Sandbox before they’re released to production.
| Improvement | Release Note |
| Quotes | |
| Duplicate booking prevention | In Quotes, duplicate once-off items no longer appear when the fetch bookings button is clicked multiple times, ensuring bookings are only added once. |
| Default funding source consistency | Default funding source selection in Quotes is improved. When creating a new quote, funding sources now display more consistently across periods, reducing confusion when managing allocations. |
| Quote print layout clarity | Quote print format is improved in Quotes. You can view clearer funding summaries and grouped information, making printed quotes easier to read. |
| Quote version handling | Quote version handling is improved in Quotes. New booking versions are now only created when changes are made, helping keep your quote history clean and accurate. |
| Quote accuracy storage | Quote accuracy is improved in Quotes. Calculation values are now stored when a quote is accepted, ensuring consistent figures when viewing or printing. |
| Created by field fix | In Quotes, the “Created by” field now displays the correct user name. You can accurately see who created each quote. |
| Calculate button visibility | In Quotes, the “Calculate” button is now only available for Draft and Open quotes, and is hidden for Accepted, Verbally Accepted, or Cancelled quotes,. This prevents further changes once a quote is finalised. |
| Client acknowledgement section | In Quotes, printed quotes now include a Client Acknowledgement section. You can collect client signatures directly on the quote document. |
| Advanced Booking Details | |
| Saving behaviour consistency | Saving behaviour is improved across Quotes, Care Plans, Adhoc Bookings, and Calendar (advanced display mode). Your data now saves consistently across the system. |
| Social group advanced booking support | Added Support for Advanced Booking and Calculated Values in Social Groups. The system supports advanced booking details and calculated values when publishing a social group. |
| Total booking cost field | Added Support for Total Booking Cost. The system now includes a total_estimated_cost_bill field in booking-related API responses. This provides users immediate access to the full estimated booking cost, making it easier to review and manage expenses. |
| Advanced booking tracking support | Added Support for Advanced Booking Details Tracking. The system database is updated to support advanced booking details and improve how booking-related information is tracked. This enhancement allows for more accurate management and better linking of bookings, cancellations, and calendar events. |
| Sleepover | |
| Sleepover rate calculation | Sleepover rate calculation is improved in bookings. Active rates are now applied across the full booking duration, ensuring accurate billing for sleepover services. |
| Sleepover schedule calculation | Sleepover calculation is improved in bookings. Schedules within sleepovers are now calculated correctly, ensuring accurate totals. |
| Sleepover reporting clarity | Sleepover reporting is improved. Sleepover bookings now separate interruption periods clearly, ensuring accurate and non-overlapping time entries. |
| Claiming | |
| Export download reliability | Export downloads are improved in Settings > Exports. SAH claim files now download successfully without errors, ensuring reliable access to your data. |
| Statement variation visibility | In Statements, bookings that are uncancelled within the adjustment period now appear in claims and show as variations. This ensures totals are accurate and changes are clearly visible. |
| Claim validation sequencing | Claim validation is improved in Claims Management Dashboard . You can no longer finalise a claim if a previous statement period is still open, helping maintain accurate claim sequencing. |
| Service Review | |
| Coordinator filter expansion | Filtering in Service Reviews is improved. In Service Review filters, you can now select Client Coordinators from both branch and Admin levels, giving you a complete list to choose from. |
| Page position retention | In Service Review, page behaviour after saving is improved. You remain in position after saving a booking, making it easier to continue your work. |
| Statements | |
| Care management calculation | Statement calculations are improved in Statements. Care Management hours are now based on actual time, helping ensure accurate totals for shorter bookings. |
| File upload security | File uploads are improved in Statements. Payment statement uploads are now scanned for viruses, helping keep your data secure. |
| MPAS | |
| Bulk MPAS creation | MPAS creation is improved. Multiple MPAS records can now be created in bulk, saving time when setting up schedules. |
| MPAS calculation accuracy | MPAS calculations are improved. Pre-calculations are now handled more accurately, helping ensure correct results. |
| Bookings | |
| Booking calculation consistency | Booking calculations are improved. Pre-calculations are now handled more consistently, helping ensure accurate booking data. |
| Booking cleanup logic | Booking cleanup logic is improved. Future preloaded bookings are now removed correctly based on current date, time, and timezone, preventing unintended deletions. |
| Schedule | |
| Shift naming clarity | In Schedules, shift naming is improved. You can now identify bookings more clearly with labels like “FROM SHIFT PATTERN” or “FROM ONCE-OFF SHIFT” when viewing details. |
| Shift pattern saving | In Schedules > Shift Patterns, saving is improved. You can now proceed when updating a shift pattern start date without issues. |
| Exports | |
| Date selection validation | Date selection in Settings > Exports for Support At Home Invoices is improved. You can now only select a “From” and “To” date within the same month, helping prevent incorrect exports. |
| Timesheet | |
| Timesheet access | Access to Staff Timesheets is improved. Coordinator Admin users can now open timesheets without errors, allowing smoother timesheet management. |
| Volunteer | |
| Qualification entry fix | In People > Volunteer, adding qualifications is improved. You can now click “Add Qualification” without errors, allowing you to update volunteer records smoothly. |
| Care plan | |
| Support plan download format | File downloads are improved in People > Client > Print Care/Support Plan. You can now download SAH Support Plans in the correct format for easier use. |
| Notifications | |
| Email subject clarity | Notification clarity is improved in Notification Settings Dashboard. Cancelled booking emails now display “cancel” in the subject, helping you identify updates more easily. |
| Billing Category | |
| Draft rate set deletion | In Settings > Billing Categories, draft rate sets can now be deleted. You can remove unused draft rate sets to keep your billing setup clean. |
| Funding Sources | |
| Funding source visibility | The Funding Sources section in Client Profile has been improved to make it easier to view, manage, and understand all client funding in one place, with clearer status indicators, filtering, and export options. |
| Mobile | |
| Form error messaging | Form submission errors are improved in Mobile > Create Form Submission. You now see clearer error messages when creating incident reports, helping you understand and resolve issues faster. |
| Home Page | |
| Dashboard accuracy | Dashboard accuracy is improved in Home > Dashboard. Incidents and Feedback counts now display correctly, giving you reliable totals. |
| Reports | |
| Reporting field expansion | Reporting is improved in Service Reports, Client Calendar, and Service Review Board. Additional fields are now available, giving you more detailed information in exports and views. |
| Claims Management | |
| Final claim restriction | In Claims Management Dashboard, the Remove Period button is now hidden when Claim Status is Final. You can avoid making changes to finalised claims. |
| Clients | |
| Client loading performance | Loading performance is improved in People > Clients. Client groups now load only when needed, making filtering and grouping faster. |
| Agreement | |
| CHSP agreement update | CHSP Agreement is updated. You can now use the latest format with updated mappings for improved documentation. |
| Calendar | |
| Advanced booking publishing | Client calendar publishing is improved. Bookings with Advanced Booking Details now retain their values after being published, ensuring consistency. |
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