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Keep up to date with all of the latest changes to Astalty.
We have now added a dedicated Secondary Diagnosis field within the participants profile to store any additional diagnosis for your participants.
Updating Account Owner within User Profile
Show Account Owner within User Menu
Updated From Address of eSignature Email to Signee
Download Draft Document Templates
We have recently added two new reports the Task Report and The Tasks Without Notes Report. Within these reports you can see the number of tasks within a time period and also the tasks that do not have any notes attached to them. More on the functionality of the reports below.
Implementation Export
eSignature Failed Email - Button to eSignature Request
Confirmation of Plan Manager Details Changing when Updating PM Details
You can now assign colours to calendar events through the Colour Tag option within the Calendar functionality. For more information on this process see below!
Signature Request Note Template Type
User Notification for New Participants
Deleting Documents from Records
Task Summary - Charge Item Addition
Document Counter within Tasks
We have added the ability to export a Participants Goals to a PDF document. You can select this by participant. To find this you can navigate to the Goals Export within the Export options.
Calendar Updates
Placeholder Update
Highlighter Colours Update
Total for Implemented Supports Update
We have now added an 'Add Plan' button at the beginning of the NDIS Plan page within a participants profile. This will make it easier to locate this option when needing to add a new plan when a participant receives a new one. More on this process below.
Utilisation Report Updates
Calendar Event Location
Archived Records within Record List Update
Page Break Placeholder
Document Category Search Update
Affiliate Updates
Are your payments that you have received and reconciled in Xero not showing in Astalty? Now within Astalty, you can Sync your Payments received in Xero through the Xero Integration. More on this update below!
Invoice Reminder Log
Additional Note Export Options
Send User Records For Signing
Ability to Select a Xero Organisation within your Xero Integration
Within the Astalty invoice settings you can now set up invoice reminders for any invoice that is outstanding. You can find this feature through this link here. More on how the functionality works below.
User Task Filter Update
Contact Dropdown within Generated Document
Task Summary
The Astalty Calendar is the newest Astalty feature. We are very excited about this feature and the functionality it brings! For more on the Astalty Calendar please see the information below.
Astalty received a Server Update on Saturday night (13/07/2024) from 9pm to 2am more on that below.
Invoice Export Addition. You can now export a Generic - Detailed export
We have updated the way that the remaining time left on a participants plan is displayed in their NDIS plan section of their profile. Instead of displaying in days it by default is now displayed in weeks.
Updated Document Upload Visibility Feature
Improved Address Display for Participants
Firefox Font Update
As of Monday 1st July all of your Charge Items were updated in line with the updated Pricing Arrangements and Price Limits (PAPL) that were announced on the 27th of June to take effect from the 1st of July. Please see the full changelog to see how this update affected your Astalty account.
Budget Totals within the Participant Budget menu.
Participant Templates page interface update.