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Our awesome development team have been super busy working on our upcoming release of Scheduling, and somehow they've managed to fit in some new functionality and some bug fixes.
For those out there who have been asking about this, we're just as stoked its finally here. We've updated our 'Reconcile' option within the service, so it can be now utilised to account for funding used prior to creating the funding period service within Astalty. When reconciling your services which have funding periods, one of the most important points to consider is the reconciliation date that you select.
The reconciliation date determines which funding period you are reconciling, and
The reconciliation remaining amount reflects the funds that have been released up to that date.
For more information on reconciling your services with funding periods - click here.
Are you setting up Referrals for the first time? Need to create your first Referral Template? Look no further, we've added a new button in Referrals that takes you straight to the External Form Template for Referrals. This will speed up your setup time, not only in clicks, but also ensuring you're not making the mistake of creating a template that isn't connected to Referrals. We hope many of our new users and those that haven't utilised Referrals yet will benefit from this simple addition.
We've fixed the Primary and Service Coordinators filters within the Plan Report. They were allowing you to select more than one user per filter, but they're only designed for one coordinator per filter.
We've squashed this one - thank you to the user who found this little critter. The plan expiry of archived participant's no longer appears on the Calendar.
We've fixed an unintended ability to delete documents belonging to signature requests.
If you notice any unintended functionality in Astalty, we'd love to hear from you - reach out to us by using the 'Report a Bug' option via the 'Support' button at the top of your screen.
