.png)
Keep up to date with all of the latest changes to Astalty.
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
You can now see the phone number assigned to a user within the user menu. This reduce the navigation time visually see a users phone number.
Participant Export Update
Form Submission Filter Options
We have released the functionality that we now display the Participants name on the entry within the referrals menu. This will help to identify the prospective participant within the referral!
Forms Updates- Add an owner to a form submission request and archive a form submission
eSignature Request Updates - When selecting "Someone Else" in a signature request, the current user is now always a suggested signer
Calendar Updates - New Note template Usage Type
Teams Updates - Removing a deactivated user from an associated team
We have released the referrals functionality this week! We are very excited to introduce this new feature. If you would like to read more about this functionality you can check out our user guide articles linked below. Referrals is a premium functionality and accompanies incidents as a supplementary feature to the forms functionality. You can access the referrals functionality through this link here
Related Articles
Check in from Calendar Event
Budget Details Extended
Note Template Usage Type for Budgets Item Description
Record and Plan Expiry Calendar views
Preferred Contact Method in Participant profile
Voided Charges Report Updates
New Image Element to Form builder
Employment title placeholder
Invoice Reminders - Disabling option within the invoice
We have just added the Team Billable Hours Export that you can find through this link here. You can find out more about this report from our user guide article here
Xero integration Text
Participant Export Updates
Employment End Date Prompt
Staff Anniversary Notifications
Participant Birthday and Plan Expiry Calendar Views
You can now filter the Participant menu by the participants address! This will help narrow down participants by suburb to assist with planning your home visits
Team Billable Export - Adding the ability to export by team
Participant Record Report - Add the Signature Status filter and column to this report
NDIS Plan report - Add Participant Tag filter option
Plan Export Updates
eSignature Functionality Update
We have added the ability to create calendar events from within the Task View in the 'Actions' options! Upon clicking you will be brought to the event creation option similarly to as you would when creating a calendar event within the calendar functionality.
Email Task Summary From Task
Participant Export - Primary Contact Information Included
eSignature - Ability to Delete Finalised eSignature Request
Organisation Menu Filter Option - Add Address Filter