Ratio values are now displayed in Activities.
When a Client has NDIS Support Allocations which include supports with a ratio, this information is displayed in the Activity record for reference.
List Items may now be archived by Staff with the System Preferences privilege when no longer necessary.
If the archived List Item has been saved to a record, it will continue to be displayed with ‘(Archived)’ next to it. Archived List items will no longer be available for selection.
Please see the Configuring Lists Knowledge Base article for more information regarding this.
New search criterion has been added to the Activity Report, Activity Clients Report and Activity Staff Report, to search by Activity Tags.
The search will return a list of results with one or more of the Tags selected. Tags will also now appear in the print and the export.
Client name and NDIS Number has been added to the Internal Invoice exports for MYOB and Xero, when the Client is set as the Financial Plan Manager.