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Keep up to date with all of the latest changes to Astalty.
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.
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
We've introduced the an extra field when updating the relationship of a contact.
When you hover your cursor over the relationship label it will temporarily display any text stored in the contact's Additional Details field. This provides you and your users with valuable and timely context. Note the label also has a pinned note icon attached to signify that Additional Information is available.
Task Board - Participant Selection Fix
Task Export update - Status
We have added the Form Submission Request usage type to the Note Template options. This is specifically for the request message that would be sent to the recipient when requesting a submission.
Form Update
Participant Risks Update
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 Update
Participant Budget Update
Settings Updates
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
Funding Period 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.
Mark an Invoice As Paid
Directory Tag Colour Updates
Calendar Event Creation from a Task
Birthday Notification Update
Participant Detail Addition
Report Updates
Implementation Update
User Notification Fix
eSignature Navigation from Records
You can now easily calculate the decimal for the charge item units entered within the financial menu of a task for any charges added. See the video through this link where James outlines this update!
Form Submission QR Code
My Payments Report PDF Export
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