Building on the introduction of Funding Plan records in v9.7, this release includes several improvements, including the Funding Plan as a separate record accessible via the link in the Client’s Funding tab.
This new record includes a ‘Funding Plan Details’ section to capture key information relating to the Client’s NDIS Plan or Service Agreement to provide a clearer, more complete picture of each Funding Plan.
Funding Period records linked to the Funding Plan are now displayed here, grouped by Funding Component, for a consolidated view of the Client’s funding structure.
New Funding Period records can be added directly from within this record as needed and are automatically associated with the Funding Plan.
To remove future or unused Funding Periods that are no longer required, e.g., after a Plan Reassessment, you can select multiple Funding Period records and delete them in a single action as required, saving time when managing plans with a large number of periods.
Please see the How to create a Funding Plan record article for more information.
The maximum number of Funding Period replications has been increased to 60 to better accommodate Clients with longer-term 5-year NDIS Plans.
Funding Period records can now be searched for directly in the Client Funding Search and the NDIS Budget Utilisation Report, and these search results can be narrowed down by Funding Period Component and/or Funding Period Length as required.
Shifts that have been marked as ‘Not Paid’ are now excluded from Agreed Hours and Potential Overtime calculations.
This ensures that rostering information more accurately reflects a Staff Member’s paid working time, reducing the risk of incorrect overtime flagging.
An update has been made to the Shifts Timeline view to reduce errors when rostering Staff. The height of swimlanes between the ‘Staff with Shifts’ and ‘Additional Staff’ sections has been streamlined, making it clearer where a Shift card is being dragged to and eliminating overlap between sections.
Team Leaders can now see the Activity and Shift Sign Off Status icons directly in the Roster, providing greater visibility into sign-off progress without having to navigate away from the roster.
