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Keep up to date with all of the latest changes to Astalty.
No more playing hide and seek with landline numbers! You can now search by any phone number within Participants and Contacts.
Previously, our search only recognised numbers in the Mobile Number field — leaving those trusty landlines out in the cold. But not anymore! Searches will now include numbers stored in the Phone Number (landline) field too.
Whether it’s a mobile, a landline, or something in between, you’ll find who you’re looking for faster than ever.
Directory - Contacts
Updated Xero Integration Page
Bug Fixes
We’re excited to roll out a great new improvement to how you manage Documents that are uploaded to a form!
You’ll now find a dedicated Submitted Documents panel at the bottom of each form submission, making it easier than ever to view, access, and manage uploaded files. But that’s not all, you can also add additional documents during your follow-up process.
This is especially handy for forms that need extra documentation uploaded post submission - like attaching Hospital Discharge Papers for Incident Reports, or adding updated plans to Referrals that have come through separately. Everything stays neatly organised in one place, keeping your documentation together and your workflow smooth.
Participant Plans Export
Notional Charges
Edit Document
Bug fixes
Wow, they've knocked this one out of the park! Our development team have been hard at work and created a brand new Document Export feature.
With this update, you can now easily download a ZIP file containing all of a participant’s documents in just a few clicks. Whether you’re preparing a participant handover or simply need to keep a full backup of their files, this makes the process faster, easier, and far more efficient.
No more manually downloading documents one by one, the Document Export does all the heavy lifting for you. This is especially handy when you need to share information with external parties or support a smooth transition between coordinators.
User Records Filter
Direct Charges, and
Bug Fixes
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.
Invoice Batch Preview improvement
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.
Bug Fix
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
Bug Fixes
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
Longer name descriptions for document templates
Billable Charges Report Update
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.”
NEW Risks Note Templates Type
Bug fixes
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
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.
Duplication of User Generated Documents
Specific Team Members can now view all Participant Risks
Have you joined our Scheduling waitlist yet?