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Astalty Changelog

Keep up to date with all of the latest changes to Astalty.

16th Oct 2025

Tasks Audit Trail

In Astalty, we know how crucial it is to monitor changes in the places that matter most. That’s why we’ve made it easier to stay on top of task updates with our new Task Audit Trail feature.

The Task Audit Trail records key activity, including when a task was created and any changes made over time - giving you greater visibility for compliance, auditing, and peace of mind.

Now, all the details are right at your fingertips.

More Updates

  • Invoice Batch Preview improvement

9th Oct 2025

Implementation Budget Limit Increased

Good news, we’ve made adjustments to the field preventing users from entering implementation budgets over six digits. This meant some users couldn’t record higher-value budgets, particularly those for funded home and living supports.

With this improvement, you can now confidently add budgets exceeding $1 million without any issues. This update ensures all your implementation budgets are accurately reflected, no matter the size.

More Updates

  • Bug Fix

2nd Oct 2025

The NDIA has recently updated their Consent form, and we’ve now rolled out the latest version in Astalty. This update includes several changes to the checkboxes, so you may notice some options look a little different when completing the form. These adjustments were made to align with the NDIA’s new requirements.

If you experience any issues generating the updated form, please reach out via the Support button in Astalty or email us at support@astalty.com.au

More Updates

  • Bug Fixes

25th Sep 2025

NEW - API Beta

We’re excited to share that our API feature is now available in Beta!

This gives you the opportunity to start integrating our platform with your own systems and workflows ahead of the full release.

If you’d like early access to the API Dashboard, the Account Owner can request it by reaching out to our Support Team, either through the support button in Astalty or by emailing us at support@astalty.com.au

More Updates

  • Longer name descriptions for document templates

  • Billable Charges Report Update

18th Sep 2025

NEW - My Billable Charges Report

We’ve just released a brand-new report: the My Billable Charges Report!

This report gives each user visibility into the financial details of the charges they’ve personally created within Astalty, helping them better understand and track their contributions.

By default, only Admin users will see this report. To make it available for your team, simply head to a user’s profile, open their permissions, and enable “My Billable Charges Report.”

More Updates

  • NEW Risks Note Templates Type

  • Bug fixes

11th Sep 2025

New Quick Action Menu

Think of this as that perfect gift from a friend who just gets you! It may be small, but it makes a big impact on how you navigate Astalty. We’re excited to announce the rollout of our new Quick Action Menu, letting you move anywhere within Astalty using only your keyboard.

With the Quick Action Menu, you can:

  • Keep track of your history of viewed participants,

  • Create a task directly from the menu, and

  • Access contextual pages based on the page you’re currently on.

If you’re already using it, we’d love to hear your feedback! And if you don’t yet have access, please reach out to our support team.

More Updates

  • Referrals Status Filters Now Visible by Default

  • Side Menu Toggle

  • Participant Exit Reason

  • Plan and Service Audit Trail

  • User Guide Navigation

4th Sep 2025

Update to Billing Contact for Ownership Transfers

We’ve made a small but important adjustment to how the billing email is handled when account ownership is transferred. This change helps prevent unexpected updates, especially in cases where the billing email was set to a generic accounts inbox.

How it works:

  • If the previous owner had set a dedicated billing email (e.g. accounts@example.net), that address will stay the same after the transfer.

  • If the previous owner used their own login email as the billing email (e.g. JohnDoe@example.net), the billing email will automatically update to the new owner’s email address once the transfer is complete.

For more details on Updating the Account Owner - click here.

More Updates

  • Duplication of User Generated Documents

  • Specific Team Members can now view all Participant Risks

  • Have you joined our Scheduling waitlist yet?

28th Aug 2025

Referrals Export

Great news! We’ve added a brand-new Referrals Export to make tracking even easier. Simply choose your date range and download a CSV packed with all the key details — including status, assignee, and submission dates and times. Everything you need to keep on top of your referrals is now just a click away!

More Updates

  • Deleting User Groups with Active Users

  • Bug fixes

21st Aug 2025

Our awesome development team have been super busy working on our upcoming release of Scheduling, and somehow they've managed to fit in new functionality and some bug fixes.

You can now Reconcile Funding Periods

For those out there who have been asking about this, we're just as stoked its finally here. We've updated our 'Reconcile' option within the service, so it can be now utilised to account for funding used prior to creating the funding period service within Astalty. When reconciling your services which have funding periods, one of the most important points to consider is the reconciliation date that you select.

  • The reconciliation date determines which funding period you are reconciling, and

  • The reconciliation remaining amount reflects the funds that have been released up to that date.

For more information on reconciling your services with funding periods - click here.

More Updates

  • NEW - Participants Without Risks Report

  • Setting up Referrals for the first time? Create your first Referral Form Template directly from Referrals

  • Primary and Service Coordinator filter in Plan Report - bug fix

  • Archived Participant's Plan Expiry appearing in other calendar - bug fix

  • Confirmation of Plan Manager Details Changing when Updating PM Details

14th Aug 2025

New ‘Last Week’ and ‘Last Month’ Presets Added to Billable Charges Report

We’ve added two new preset buttons — ‘Last week’ and ‘Last month’ — to the Date Range Calendar in the Billable Charges Report. These presets allow you to quickly select common time periods without manually adjusting the calendar, saving you time and streamlining your workflows. Whether you’re reviewing weekly or monthly totals, these new options make it faster and easier to access the data you need for all your checks and balances.

Other Improvements

  • New Contact Relationship Type: Child Representative

  • Associated Organisation Now Shown For Contacts Within Current Service Providers

  • Fixed: NDIS Number Bug When Updating Duplicate Profiles

  • Enhanced Form Functionality For Manager And Team Member Users

  • Risk reviews your way — now with quarterly and six-monthly options