# 27 June 2026

Source: https://docs.astalty.com.au/training-and-updates/changelog/june-2026/27-june-2026

> Astalty updates released on 27 June 2026: Aged Receivables Report (beta); Participant Reminder Status Report; User Records Export; Read-Only Channel...

## Aged Receivables Report (beta)

The Aged Receivables Report gives you a point-in-time view of what was still owed to you as at any chosen date, who owes it, and how overdue it is. Built around NDIS funding types (NDIA, Plan and Self managed) and similar to Xero's Aged Receivables Summary, it lets you review your true historical debtor position rather than just what's owing right now.

- Set an **As at** date to calculate outstanding amounts as they stood on that day, ignoring any payments received afterwards
- See amounts bucketed into aging periods - Less than 1 month, 1 month, 2 months, 3 months and Older - with totals and a grand total
- Use the **Group by** toggle to view by payee (who to chase, with NDIA rolled into a single row) or by Participant (a row per funding type, with NDIS number shown)
- Every row is tagged **NDIA**, **Plan** or **Self**, and you can search by payee name or NDIS number and filter by management type or specific Participants
- Available to anyone with **Finance** access, with no separate setting or opt-in required

![The Aged Receivables Report grouped by Payee as at 24/06/2026, with summary cards for Less than 1 month, 1 month, 2 months, 3 months, Older and Total Outstanding, and a table of payees showing their Type (NDIA, Plan or Self) and the amount in each aging period.](https://docs.astalty.com.au/assets/aged-receivables-report-by-payee.png)

For more information, visit the [Aged Receivables Report](https://docs.astalty.com.au/guide/reports/aged-receivables-report) guide.

## Participant Reminder Status Report

The Participant Reminder Status Report gives you an at-a-glance view of which Participants are set up to receive SMS reminders and whether they have a valid mobile number on file. Use it to catch Participants who have opted out, or whose mobile is missing or invalid, before relying on reminders to reduce no-shows.

- Lists every active Participant, with one row per Participant
- Shows whether **Support Reminders** and **Calendar Reminders** are Enabled or Disabled per Participant
- Reports each Participant's mobile status as **Valid**, **Invalid** or **Missing**, since reminders can only be delivered to a valid number
- Filter by Participant name, by Support or Calendar Reminder status, or by mobile Missing to quickly find everyone who needs a number added
- Part of the SMS Reminders feature, which runs over Two-Way SMS

For more information, visit the [Participant Reminder Status Report](https://docs.astalty.com.au/guide/reports/participant-reminder-status-report) guide.

## User Records Export

The User Records export lets you download a CSV of all user records across your team, including any required records that are missing, so you can quickly identify compliance gaps.

- Create the export from the **Exports** page via **Create Export** > **User Records** under the **Users** group
- Includes all active users, automatically excluding deactivated users
- Produces a CSV with **Status**, **User**, **Record Type**, **Issue Date** and **Expiry Date** columns
- Flags any required record type (globally or per user group) that a user is missing with a status of **Missing**
- A Premium feature that must be enabled for your provider, after which it appears for anyone with access to the Exports page

For more information, visit the [User Records Export](https://docs.astalty.com.au/guide/exports/user-records-export) guide.

## Read-Only Channel Posting

Group channels now support a read-only mode, letting everyone see the conversation while restricting who can post - perfect for announcement-style channels where only specific people should be able to send messages.

- Turn a channel read-only from **Actions** > **Manage Channel** by enabling the **Read-only channel** toggle; members keep read access but cannot post unless allowed
- Grant posting rights to individual members via the three-dot actions menu next to their name in the Members list by selecting **Allow posting**, and revoke it with **Stop allowing posting**
- Members who can post display a **Can post** chip next to their name, so it's easy to see who is permitted to post

![The Channel Details panel with the Read-only channel toggle on. A member's three-dot actions menu is highlighted and open, with an arrow pointing to Allow posting above Remove from channel.](https://docs.astalty.com.au/assets/chat-read-only-allow-posting.png)

![The Channel Details panel with the Read-only channel toggle on, and a Can post chip beside one member's name in the Members list.](https://docs.astalty.com.au/assets/chat-read-only-can-post.png)

For more information, visit the [Group Channels](https://docs.astalty.com.au/guide/chat/group-channels) guide.

## Xero Payroll: Dual Pay Item Method

The Xero payroll setup guide now supports two methods for configuring Pay Items, so you can choose the approach that best fits your staffing mix.

- **Rate Per Unit** - each Pay Item carries a fixed dollar rate per hour. Suitable for casual employees only (leave cannot accrue), and requires a separate Pay Group in Astalty for every pay classification
- **Multiplier (Recommended)** - Pay Items use a multiplier applied to the employee's base rate. Required for permanent staff so leave accrues correctly, and needs only two Pay Groups (one casual, one permanent)
- The steps to create Pay Items are the same for both methods under **Payroll** > **Payroll Settings** > **Pay Items** - only the value you enter differs
- Note: Xero rounds multiplied rates to four decimal places, which can cause a minor $0.01 underpayment per pay item - correct this by adding one cent to the employee's base rate in their Ordinary Hours Pay Template

![An employee's Pay Template tab in Xero, highlighted, with the Rate field on the Ordinary Hours earnings line highlighted and left empty, and an arrow pointing to Save.](https://docs.astalty.com.au/assets/xero-pay-template-rate-per-unit.png)

![An employee's Pay Template tab in Xero with an arrow pointing to the tab, and the Rate field on the Ordinary Hours earnings line highlighted with a base hourly rate entered.](https://docs.astalty.com.au/assets/xero-pay-template-multiplier.png)

For more information, visit the [Setup Pay Items and Employee Templates in Xero](https://docs.astalty.com.au/guide/setup-pay-items-and-employee-templates-in-xero) guide.

## Incident Email Reference & Summary Changes

Staff incident email notifications now lead with the incident reference and a summary of key details, so staff can act on an incident without logging in to Astalty.

- The notification email subject line now includes the incident reference number, making incidents easy to identify from your inbox
- The email body includes a summary of key details - Reference, Type, Occurred time, Reported (when and by whom), Category, Severity, Status, and Reportable to the NDIS
- The incident reference appears in both the email subject and the details panel, so staff can quote it on a call, in a handover, or when escalating to the NDIS Commission

For more information, visit the [Staff Incidents](https://docs.astalty.com.au/guide/incidents/staff-incident) guide.

## Note Template Usage Type Filter

You can now filter your note templates by usage type, making it faster to find the right template when you have a large list.

- Use the **Usage Type** filter above the note templates table in Tasks and Notes settings to show only templates with the selected usage type
- The filter dropdown has its own search box, so you can quickly find a usage type without scrolling the full list
- Clear the filter using the **X** next to the selected usage type to return to seeing every template

![The Note Templates list with the Usage Type filter open, showing a Search box above a scrollable list of usage types such as Calendar Events, Charge Details and Complaint Details.](https://docs.astalty.com.au/assets/note-templates-usage-type-filter.png)

For more information, visit the [Note Templates](https://docs.astalty.com.au/guide/settings/tasks-notes-settings/note-templates) guide.
