Finance settings now include more control over invoice descriptions. In Settings > Finance, you can choose whether appointment titles and task names should appear on invoices. This gives teams more flexibility over how much detail is shown to finance contacts, clients, and accounting systems when invoices are generated.
Broken shifts have now been added across the roster, finance, and timesheet flow. When broken shift allowance is enabled, the roster can highlight broken shift gaps directly on the calendar, making them easier to spot while reviewing staff schedules. There is also a Broken Shifts workspace where teams can review, sync, approve, reject, and manually create broken shift records.
Broken shift allowance settings have also been expanded. You can now configure the initial broken shift allowance and the rest-of-day broken shift allowance separately. This supports different allowance values depending on whether it is the first break or an additional break for the same day.
Timesheets now support more than standard service entries. A timesheet can include service shifts, travel claims, reimbursements, and broken shift entries. When exporting, users can choose whether to include travel claims, reimbursements, and pending entries, giving payroll and finance teams better control over what goes into the export.
Manual staff reimbursements can now be attached to an appointment. When creating a staff claim, users can select the staff member, link the claim to an appointment or shift, add the reimbursement description, enter the amount, and attach a supporting file such as an image or PDF.
Roster shift notes are now editable for up to 48 hours after submission. This gives staff a practical window to correct or improve notes after a shift, while still keeping older notes locked down after the edit period has passed.
Reports also received several improvements. Invoice reporting has been expanded, giving the Report Builder more invoice scope to work with, including invoice totals, paid amounts, due amounts, statuses, issue and due dates, invoice type, recipients, line items, and billable-entry links.
Dashboards are now easier to build. Insights can be dragged from the Reports sidebar directly onto a dashboard canvas, making dashboard setup faster and more natural. Report Spaces have also been cleaned up, with clearer empty states, better space management, and more obvious options for organising dashboards and insights into spaces and subfolders.
Tasks now show budget information for both NDIS and SaH clients. When a task is opened, eligible clients now show a Budget tab in the task drawer. For NDIS clients, this can show the matching budget for the task date. For SaH clients, it can show funding type, selected level, subsidy information, balances, contribution percentages, and budgeted services.
The NDIS price book import flow has been updated for the 2026 price book. The importer now better handles the 1st July 2026 price book, including shared state imports, duplicate support item numbers, import hydration, naming imported items, and bringing previously imported items back into the naming step when needed.
SaH budgets now support interim funding setup. Budgets can include a funding start date, an interim funding allocation mode, and a full funding start date. This supports the 60% interim funding period before full funding begins, giving teams a clearer way to model SaH funding changes over time.
General fixes and improvements were also made across the web app, including stability improvements, cleaner refresh behaviour, better handling of finance and roster data, and small UI fixes across settings, reports, timesheets, tasks, and budget areas.