Plan Management

• Changes made to enable full utilisation of the tab key to Create a New Invoice.
  

Reporting

• Client Funding Report Enhancements.
  

Performance:

• Migration of data entities to SQL, which will lead to performance improvements in different areas of the system.
  

Bug Fixes:

• Resolved issue with Create CoS Invoice – Client Search function.
  
• Resolved issue with displaying historical Invoice Notes entered pre-Invoice Entry Update.
  
• Resolved issue with Total Funding/Total Remaining not displaying correctly, when selecting to view Client Goals table.
  
• Resolved rounding issue in Total Calculation in CoS Monthly Statement.
  
• Resolved issue with Reckon & MYOB CoS NDIS Claim Extract.
  
• Resolved issue with Invoice selection persisting and ability to select and deselect within Invoice Line display.
  
• Resolved issue with creating new On Hold Reasons under Settings.
  
• Resolved issue where option to send remittance advice during ABA Download is missing.
  
• Resolved issue where Cancellation Reason was not displaying in the Invoice Edit screen.
  
• Resolved issue where PM Invoice Last Run showing 0 results, for Create PM Monthly Invoices.
  
• Reinstated edit function for Delivered Service Records relating to Case Notes.
  

Plan Management

Invoice Creation using the Tab Key

To speed up data entry during the Invoice creation process, the Tab key can now be utilised on the keyboard to select fields from Service Provider details to Add Line Item.

When the Tab key is pressed, a dotted border will indicate that the field has been selected, as illustrated below.

System Tips

• Click the Enter Key and the Service Provider list will be available to select from.
  

• Type in the Service Provider name and hit enter on the keyboard to select OR use the up and down arrow keys on the keyboard to navigate and then hit enter to select.
  

• To select a Type, GST Code and Qty, simply use the Up and Down keys on the keyboard to select.
  

Reports

Client Funding Report Enhancements