6 August 2024
NDIS Plan Add Plan Button Relocation
Previously the 'Add Plan' was located toward the bottom of the NDIS Plan page within the 'All Plans' table. For ease of access we have added a second 'Add Plan' button located toward the beginning of the NDIS Plan page. Now when adding a new plan you can do this as soon as you click into the NDIS Plan page.
Utilisation Report Updates
We have shipped an update that adds new headings to the Utilisation report. The report now has a column indicating the days remaining in a Participant's plan. We have also updated the heading Variance (previously Utilisation Variance) to allow more room for the headings.
Calendar Event Location
You can now add a location when editing a calendar event. Start typing in the location field to see matching locations.
Archived Records within Record List Update
Within the records menu, when archiving a record, it will now show as last within the records list. You can also apply a status filter to exclude archived records within this menu.
Page Break Placeholder
The Page Break placeholder is now available under Formatting in custom templates. Use it to start the next part of your document on a new page.
Document Category Search Update
Previously, when searching using the Document Category filter. The search did not update when you typed a document category into the search bar. We have recently updated this so that you can now search for document categories.
Affiliate Updates
When you navigate to the Referrals page and accept the terms and conditions. You will now see the credit amount that you will receive per customer referred based on your Affiliate tier.
