Building on the Replicate Funding Periods feature introduced in v9.7, further enhancements have been made to provide greater flexibility and transparency when creating subsequent Funding Period records linked to a Funding Plan.
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1. Manually adjust dates before confirming replication
It is now possible to manually adjust the Start and End dates of proposed Funding Period replications before confirming, removing the need to edit individual records after the fact.
This is particularly useful when a Funding Period commences at the end of a ‘long’ month, for example, the 31st of December, where the default calculation may otherwise produce dates that don’t align with the participant’s plan.
If your manual edits result in any gaps or overlaps between Funding Period records, an amber warning will be displayed. You can still proceed if required.
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2. Replication details are now visible on each Funding Period record
Each replicated Funding Period record now displays its Replication Details, including:
Which record in the replicated set it is, e.g. 4 of 12
The Staff Member who created it
The date and time it was created
A link to the original Funding Period record from which it was replicated
Whether the dates were manually adjusted as part of the replication
This provides a clear audit trail of how each Funding Period record was created.
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3. Deleting Funding Periods linked to Activities
In addition to the above, there are times when a Funding Period record needs to be deleted, for example, following a plan reassessment, but the record is linked to NDIS Support Allocations in existing Activities. Previously, this prevented the Funding Period record from being deleted.
Now, when you confirm you wish to proceed with the deletion, SupportAbility will:
Remove any NDIS Support Allocations in Activities that have not been Signed Off or have an associated Client Support Log linked to the Funding Period record
Revert the Funding Source on the affected Activities to Billable (No Funding)
This allows the Funding Period record to be deleted as required, while preserving the integrity of any Activities that have already been Signed Off or claimed against.
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Please see the Managing Funding Plans and Client Funding Periods article for more information.
Team Leaders and rostering teams can now see each Staff Member’s Agreed Hours directly in the Timeline view of the Roster.
This provides a real-time snapshot of a Staff Member’s total rostered hours within their agreed period (Week or Fortnight, based on your organisation’s configured Pay Period), making it easier to identify available capacity and assess potential overtime risk while building or adjusting the roster, without needing to navigate away from the Timeline view.
A new icon appears next to Agreed Hours, with hover text that provides additional context.
Please see the New Roster View and Planning Tool article for more information.
The Staff Hours Report has been redesigned, providing a refreshed on-screen layout, updated search filters, and an improved print layout.
The redesigned screen also lays the foundation for Work Types to be included in the on-screen results, search filters, and export, which will be available once beta testing is complete and this is released to all providers.
Please see the Staff Hours Report article for more information.
The Documents tab of the Client record now displays an ‘unable to preview’ icon for uploaded files that cannot be previewed inline.
This makes it clear at a glance which files need to be downloaded to view.
