🚀 New Releases
Smoother Scheduling Experience
Improved scheduling performance with "optimistic updates" that prevent the page from jumping when editing activities, alongside the ability to rename support plans during the review process..
Enhanced Navigation and User Interface
We’ve updated the navigation sidebar and menu structure to make it easier to find key sections like Incidents and Safeguarding. Additionally, the schedule view now features "frozen" headers, ensuring the menu remains visible while scrolling.
Comprehensive Finance and Invoice Management
New tools for finance management allow for manual invoice line items, rate overrides during planning, and a "Mark as Paid" toggle. Reporting has also been improved with consistent CSV exports and clearer status views.
Streamlined Expense and Mileage Tracking
Carers can now record expenses and mileage directly from event details, which are automatically added as invoice line items. We’ve also added a dedicated Expenses tab and split mileage and expenses in reports for better clarity.
Advanced Notes and Documentation
Introduced the ability to attach and download PDF documents within notes, added event timestamps to cancellation records, and provided administrative controls for deleting notes.
Multi-Recipient Group Activities
A new group event type allows you to assign multiple support recipients to a single activity. We have also introduced an auto-checkout feature for these sessions to simplify the workflow for carers.
🐛 Bug Fixes
Scheduling and Event Integrity
Resolved issues where changing a carer for future events could inadvertently affect past records. We also fixed a bug that allowed carers to check into cancelled activities.
User Profile and Account Reliability
Fixed various issues in team member profiles, including permission level visibility, account creation errors, and incorrect field labels in the account information section.
Financial Reporting and Data Accuracy
Fixed errors where manual invoice items did not tally correctly and addressed issues where finance filters failed to dismiss properly.
App Stability and Performance Improvements
Addressed a bug causing session timeouts after inactivity and resolved a double-login issue experienced on MacOS and iOS devices.
