Sandbox Deployments
Sandbox Deployments 2026-09-18
All New Features Improvements All Date Release Note 15 September 2026 The system now supports filtering timesheets by job classification, work type, staff department, and region. 15 September 2026 The Funding & Budget Management Dashboard now ...
Sandbox Deployments 2026-09-11
All New Features Improvements All Date Release Note 07 September 2026 SAH Balance Adjustments are now included in statement period calculations, so corrected client budgets are reflected in statements and future periods. Custom statement labels are ...
Sandbox Deployments 2026-09-04
<br> All New Features Improvements All Date Release Note 03 September 2026 [API] A new system function allows multiple client funding sources to be moved from Basic Funding mode to Advanced Funding mode at once using Funding Source ...
Sandbox Deployments 2026-08-28
<br> All New Features Improvements All Date Release Note 25 August 2026 Improved handling of unspent fund calculations when a client has multiple funding sources at different levels within the same statement period. The system will ...
Sandbox Deployments 2026-08-24
<br> All New Features Improvements All Date Release Note 17 August 2026 Funding fee rates are improved in the Funding Fee Items section of Client Funding Sources and Quotes. The displayed daily rate now reflects the rate active on the item’s ...
Sandbox Deployments 2026-08-07
<br> All New Features Improvements All Date Release Note 03 August 2026 The system can now transform client case note data into a CSV file compatible with the CareVision Case Notes Import. This reduces manual spreadsheet work during data ...
Sandbox Deployments 2026-07-31
<br> All New Features Improvements All Date Release Note 27 July 2026 Search 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 2026 Bulk selection is now ...
Sandbox Deployments 2026-07-24
&amp;amp;lt;br&amp;amp;gt; All New Features Improvements All Date Release Note 22 July 2026 Markdown formatting is now available in the About Me section in Client Profile. You can format text and add longer content without a character limit. ...
Sandbox Deployments 2026-07-17
All New Features Improvements All Date Release Note 14 July 2026 Added support for the Adjustment entitlement type during payment file uploads. Adjustment records are now processed correctly and included in claim calculations and generated ...
Sandbox Deployments 2026-07-10
All New Features Improvements All Date Release Note 07 July 2026 A CareVision ID option is now available in Reports > Staff Reports under Display Parameters. You can select this checkbox to include the CareVision ID, shown as the Employee Number, in ...
Sandbox Deployments 2026-07-03
All New Features Improvements All Date Release Note 29 June 2026 Travel handling in Timesheets is improved. The system now allows travel details to be updated for in-progress trips and automatically marks the trip as complete when end time and ...
Sandbox Deployments 2026-06-26
All New Features Improvements All Date Release Note 22 June 2026 New rollover actions are available in Actions > Claims Management > Statement Periods Management. On quarter-ending periods, authorised users can use “Rollover Funding Source” to ...
Sandbox Deployments 2026-06-19
All New Features Improvements All Date Release Note 16 June 2026 Improved handling of Xero Direct invoice downloads from Claims Management. Claims now correctly use the organisation associated with each claim when generating invoices, allowing Xero ...
Sandbox Deployments 2026-06-12
All Improvements All Date Release Note 10 June 2026 Finalizing a claim that is assigned to a period and have previous periods that are open will now be prevented Employee Number column should display the employee number of the staff. Display ...
Sandbox Deployments 2026-06-05
All New Features Improvements All Date Release Note 01 June 2026 Archived shift patterns no longer appear in Scheduling > Preferred Carer Staff Calendar and Scheduling Board. This ensures only active shift patterns are shown when planning and ...
Sandbox Deployments 2026-05-29
All New Features Improvements All Date Release Note 22 May 2026 Service Warning filters in Actions > Service Review now show only bookings with the selected warnings. This makes it easier to identify and resolve issues while reviewing services. 22 ...
Sandbox Deployments 2026-05-22
All New Features Improvements All Date Release Note 18 May 2026 Time Logs are now displayed correctly for staff working across head office and branch offices. This ensures pay periods and related time log entries load as expected. 18 May 2026 Shift ...
Sandbox Deployments 2026-05-15
All New Features Improvements All Date Release Note 8 May 2026 Improved handling of quote printing. Downloaded PDFs now include all services correctly when generating quotes. 12 May 2026 Added support in the Invoice component for the new fields: ...
Sandbox Deployments 2026-05-08
Improvements Improvements Date Release Note 07 May 2026 In the Fees and Charges section of the Quotes modal, the layout is improved with a card-style design. Fee summaries and subtotals are easier to review, with updated Add and Remove Ref buttons, ...
Sandbox Deployments 2026-05-01
All New Features Improvements All Date Release Note 20 April 2026 In Quotes, the “Created by” field now displays the correct user name. You can accurately see who created each quote. 24 April 2026 Added support for Timeline View in Community > Social ...
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 ...
Sandbox Deployments 2026-04-24
All New Features Improvements All Date Release Note 20 April 2026 In the Claims Management Dashboard, under the Status and Actions column, click Unfinalize to revert a claim from Final to an editable state and allow further changes. 20 April 2026 In ...
Sandbox Deployments 2026-03-13
Sandbox Deployments 2026-03-06
Sandbox Deployments 2026-02-27
Sandbox Deployments 2026-02-20
Sandbox Deployments 2026-02-13
Sandbox Deployments 2026-02-06
Sandbox Deployments 2026-01-30
Sandbox Deployments 2026-01-23
Sandbox Deployments 2026-01-16
Sandbox Deployments 2026-01-09
Sandbox Deployments 2025-12-26
Sandbox Deployments 2025-12-19
Sandbox Deployments 2025-12-12
Sandbox Deployments 2025-12-05
Sandbox Deployments 2025-11-28
Sandbox Deployments 2025-11-21
Sandbox Deployments 2025-11-14
Sandbox Deployments 2025-11-07
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