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Keep up to date with all of the latest changes to Astalty.
You can now disable invoice sending directly from within a finalised invoice batch. This is especially helpful if you need to reissue a batch that has already been paid, or fix up an individual invoice without triggering auto-sending for the rest.
To use this feature:
Create an invoice batch and from the draft batch screen.
Click on Additional Settings.
Toggle Automatic Sending off for this batch.
⚠️ When this setting is turned off, no invoices in the batch will be sent automatically. You will need to send each invoice manually.
We recommend only using this when:
You’re reissuing a batch where payment has already been received.
You only want to fix or resend a single invoice in the batch.
Task View Navigation Update
Budget Items Reordering
Placeholder Additions
All new accounts will have a dummy participant and we will create the following for that participant;
Create a new Participant named John Doe
The Primary Coordinator will be the account owner
Create a Charge Item called Level 2 Support Coordination with the details from the latest price guide and reference SC-L2
Create an NDIS plan that starts on the 1st day of the month that the user registers and goes for 12 months
Create a service for that NDIS planned called Level 2 Support Coordination with the Charge Item created above assigned to it. So that you can see how the participant task and billing process works.
We will add a Participant alert to the profile to let you know that this is an example participant and also the method of archiving them.
You can read more improvements below for the following functionalities;
Calendar
Dashboard
Staff Payments
Xero Integration
Forms
Users
Participant Profiles
The plan end date field is now editable for NDIS plans that have a service with a funding period assigned. This was previously locked once a service with a funding period was created, offering more control over funding adjustments.
Billable Charges Report
Note Templates Usage Type
NDIA Templates Addition
Participant Signature Preferences
User Profile Enhancements
Plan Notifications
We have added the option to now assign form submissions to participant profiles! Once you do this the form submission will appear within the participants Forms menu. To assign a form to a participant you can do this via the form submission itself. To learn more about this you can visit our user guide article here.
Note Template Usage Type Updates
Form Permission Bug Fix
User Permission Additions for NDIS Plan Page Access
Utilisation Report Sorting Options
Note Template Usage Type Typo Update
Astalty supports adding services for an NDIS Plan that has funding periods associated with it. For more information about funding periods, please visit our user guide article here.
Directory Tag Colour Updates
Participant Detail Addition
Report Updates
Implementation Update
We have added additional colour options to choose from when adding participant tags. See the image below to see this information.
Invoice Resending Updates
Xero Integration Mapping Items Additional Columns
Placeholder Updates
We have added a Invoice Batch filter to the Billable Charges Report this will allow you to filter the report by invoice batch to identify participants, and team members in more detail that are associated to charges within the batch.
Signature Request Submission Confirmation Email
We have added the ability for you to sort the Custom Template Menu in alphabetical order. Simply select the arrow to the right of the column you would like to sort by as seen below!
Participant Record Notification
Plan Manager Invoice Settings
You can now download individual Form Submissions via the Print option within a form submission! To learn more about this process you can visit our user guide article through this link here under the heading Exporting Individual Form Submissions to a PDF.
Participant Goal Report Update
We have added the ability to Update the status to previous status. To do this navigate to the submission entry within the Incidents Menu and select 'Update Status' when the status is in the resolves status you can revert the status.
Invoice Reminders Update
Team Billables Export Updates
User Profile Updates
Contact Import Updates