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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.
We’ve added two new navigation shortcuts to the Week Starting Date drop-down in the Task Board, making it easier to jump between weeks.
Now when you click the Week Starting Date drop-down, you’ll see two new buttons:
This Week – Instantly jump back to the current week.
Next Week – Skip ahead to the upcoming week.
This makes it faster to return to the present or plan ahead without scrolling through dates manually.
You can now reorder budget items within the Budgets menu on a participant’s profile. This allows you to rearrange charges to suit your preferred structure or order of importance.
To reorder items:
Go to the Budgets section in the participant's profile.
Click the Actions button within the budget.
Select the Reorder option to move items up or down.
This gives you more control over how budgets are displayed and organised.
You can now insert Primary Contact Address and Plan Nominee Address placeholders into your documentation. These can be used when generating documents or templates to automatically populate the relevant address information.