Release Notes 17.4.26 - v1

Tasks now show the owner, so accountability and follow-up are clear at a glance.

Wherever tasks are listed, the task row now includes the assigned owner, making it easy to scan a task list and immediately know who is responsible.

This is especially helpful when reviewing workload, chasing completion, or checking handovers.

Shifts now show shift notes, incidents, and travel claims that are attached.

Client shift cautions now show appointment details, so the caution is tied to the schedule context.

Shifts now show created and last updated dates, improving auditability and helping you understand what changed and when.

When viewing a shift, the shift details area now surfaces related items (notes, linked incidents, and travel claims) so you do not need to jump between pages to understand what occurred.

Cautions now include appointment context so the warning is more actionable in the moment.

Created and last updated timestamps make it easier to validate changes, troubleshoot discrepancies, and confirm whether a shift has been recently edited.

Tables now contain per-column calculations, giving you quick totals and rollups directly in the table experience.

When you are viewing tabular data, columns can now display calculated summaries so you can validate totals without exporting.

This supports faster checking and reconciliation, especially when reviewing financial or operational data.

Major tables now allow drag-and-drop reordering of columns, plus column visibility controls for cleaner views.

Applies to key areas like Clients, Staff, and Incidents.

You can rearrange columns to match how your team works, then hide columns you do not need for that view.

This helps you create focused views for different tasks, like operations, finance, compliance, or coordination.

For Sites, Staff, Clients, and Incidents, you can now:

You can define the fields that matter to your organisation, then control exactly how record pages present them.

Sidebars are no longer a fixed layout. You can structure them into sections that match your internal processes, and reorder them so the most important information is always visible first.

This is a major step forward for visibility because it lets each record type present the right information in the right place, without clutter.

There is now a Dashboard and Insight Builder so you can pull data and visualise it in one place.

You can create custom dashboards and build insights from your available data.

This is designed to support quick visibility across key metrics, performance indicators, and operational summaries without needing to stitch together information manually.

SaH budgets now show the client contribution amount in monthly statements.

SaH service type is now shown in client billables.

Monthly statements include a clearer breakdown by showing client contribution values, helping reduce confusion when reviewing charges and funding.

Billables now include the SaH service type so invoicing and review is more transparent.

You can now archive entries and edit the NDIS price book.

Price book maintenance is more practical over time, allowing you to keep historical items without losing them, while still keeping the active list clean and accurate.

Prefill and lock form fields on published forms, so published forms can be guided and protected.

Form embeds are now available, making it easier to place forms where your users already work.

You can now publish forms internally, supporting internal workflows without external distribution.

Prefill lets you set known values ahead of time, and locking prevents them being changed, which reduces mistakes and improves consistency.

Embeds make forms more accessible by allowing them to be presented inside other contexts.

Internal publishing supports controlled rollout and internal processes, like staff-only forms, internal audits, or operational checklists.

User preferences now save all changes, including folders, pinned clients, and tabs.

Your personal organisation choices persist properly, so your workspace stays consistent between sessions and you do not need to reconfigure views.

You can now resend the welcome email to new users.

If someone missed their original invite or needs it resent, you can trigger the welcome email again from their staff details, reducing admin overhead during onboarding.

You can now delete completed shifts.

This provides an option to clean up records when needed, helping keep schedules accurate, especially in cases where entries were created in error.

The deletion of a completed shift will void the billable entry, but will preserve any shift notes & cautions.

A full client, site, and staff edit modal is now available, including profile and tables.

You can edit key records in a more complete, contained editing experience without losing context, helping you update details faster and with fewer page changes.

There is now a dedicated view for lists in the sidebar.

Lists are easier to browse and manage from the sidebar experience, improving navigation and making it simpler to move between the information you use most.

An advanced filter is now available.

You can filter data with more control, helping you narrow down records quickly and build focused views for specific operational questions.