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Release Notes - 25.05.26

We’ve shipped a big round of improvements across Roster, Reports, Finance, Clients, and Forms to make day-to-day work faster, clearer, and more reliable.

Written by Joshua Dean

The noticable changes include:

Roster & Calendar

  • Client and staff filters now support multi-select, replacing the old advanced filtering dialog

  • New Map View with distance calculations between clients and staff, plus configurable radius filtering

  • Distance check-ins now show location details in both Map View and the roster sidebar

  • Preferred staff now appear in shift suggestions when creating shifts

  • Resource view support for stacked cards instead of only horizontal rows

  • SaH funding selector now shows in the roster when clients have temporary or unspent HCP funds

  • NDIS projected budget balances now appear when creating recurring shifts

  • Event cards can now be configured with custom title and body content

Reports & Dashboards

  • Improved tree browsing, search, sorting, filtering, selection, auto-refresh, and grid behaviour

  • Expanded finance reporting with new invoice fields, billable entry fields, extra breakdowns, and improved query logic

  • Reworked custom dashboards with better live-data extraction and cleaner chart and table layouts

  • Polished report visuals across charts and tables, including tooltips, slice labels, filtering, icon fallbacks, and table headers

Finance & Clients

  • New monthly and quarterly budget calculations, improved synchronisation, planned supports, and generated agreements

  • Better SaH budget reporting and client statement generation, including monthly and quarterly summaries and quarterly actual expense tracking

  • New SaH budget spending activity view

  • SaH budget statement fixes

  • Orders and procurements

  • Shift note templates can now be created and assigned to clients profiles

  • Required staff documents can now be assigned to clients profiles

  • SaH price books can now be used with Tasks as the price book for SaH clients

Forms

  • Improvements to public forms, SEO and meta tags, favicon and theme handling, and icon consistency

  • Updates to the form builder across the canvas, sidebars, sortable fields, embed modal, and fullscreen and modal form views

  • New form duplication flow, including duplicate-link support, preparation modal updates, redirect logic, and a public duplication page

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