Settings

• New Due Date field for Xero Extract Setting.
  

Integration

• Quickbook Extract change for CoS Invoices.
  

Careview Connect

• New Budget Summary Report.
  

Bug Fixes Resolved:

• Resolved issue where Exclude from Service Contract Allocation Totals was failing to update Total Allocation amount in the Service Contract for Service Supports.
  

Settings

New Due Date Xero Extract Setting

The new “Due Date” setting will allow you to set a Due Date of your choice for all Invoices created.  This system change applies to the following Xero Extracts generated for both Plan Management and Support Coordination;

• PM Invoice - NDIS Claim
  
• CoS Invoice
  
• CoS NDIS Claim
  

Note:    Where no Date is entered in the Due Date field, the system will by default set it to 14 days.

Please refer to the Knowledgebase Article for further instruction.

Careview Connect

Budget Report

Introducing a new Budget Summary Report now available within Careview Connect.

See below an example of the Budget Summary Report PDF.

Careview Integration

Quickbook Extract Change for CoS Invoices

The CoS Invoice, Quickbook Bill Template Extract for Self-Managed Service Supports, now reflects the participants name under the Customer column in the Xero Bill Template extract as pictured below.