Features
Added automatic Xero customer matching for clients when sending claims, on the weekly billing wizard, the bulk send sheet and the single-claim send sheet. Each pick shows whether the match is Linked, Auto, Suggested, Review, Conflict or No match, suggested customers are listed first, and the picker explains the match.
The Xero customer used for a client's first successful send is now remembered for that Xero organisation and pre-selected as Linked on later sends, with a Clear link option for when the client should be invoiced to a different customer.
Bulk sends of claims to Xero now run in the background, so the sheet can be closed while invoices are created; progress shows on the claims list and a notification reports how many claims were sent, failed and skipped when the run finishes.
Weekly billing now creates claims and sends them to Xero as a single run of up to 200 clients, with live progress and the sent, not sent and failed results on the results screen.
Added a Non-billable option when creating an interaction type in Administration settings > Invoicing > Interaction Types, for time such as supervision that has no participant and nothing to invoice.
Logging an interaction now starts with a choice of Billable or Non-billable; a non-billable interaction records the staff member, site, activity and timing, with no participant, service items, plan goal or consent, and is listed in Invoicing > Interactions with a Non-billable status.
Staff KPIs now include non-billable interactions in interactions logged, average duration and daily hours, show how many interactions are non-billable for each staff member, and split billable and non-billable hours in the daily activity tooltips.
Improvements
Claims sent to Xero are now dated to the end of the service week shown in the invoice reference instead of the day the claim was created.
The Xero House tracking option now combines the staff member's house with their initials, and house names are limited to 90 characters so the option always fits Xero's limit.
When Xero refuses to create a Client or House tracking option while sending a claim, the error now names the option and Xero's reason.
Bulk sends now handle up to 50 claims per run, sends to the same Xero organisation run one after another, and claims already queued in a running send are skipped so they are never sent twice.
Temporary Xero problems during a send are now retried automatically, a claim whose send failed keeps its Error status and shows why on the claim page, and creating Xero invoices uses Xero's duplicate protection so a lost response cannot create the same invoice twice.
Sending claims to Xero now warns when a client's previously linked customer is no longer in Xero, and matching recognises names written surname-first, ignores bracketed text, and matches a contact's first and last name even when the display name is a business such as a plan manager.
If the Xero send cannot be started after weekly claims are created, the wizard now shows the created claims instead of the form, so they are not created a second time.
The Staff KPIs setting in Administration settings is now called Daily Hours Target, and non-billable time counts toward it; pending claim counts, the consent rate and the Overview's active interactions count billable interactions only.
Weekly billing and Create Claim never pick up non-billable interactions, plan goals can only be linked to billable interactions, and the Invoicing calendar shows a non-billable interaction by its type name and time.
Shared Staff ID cards now show when the link is valid, a live clock and a countdown to expiry, switch to the invalid state as soon as the link expires, and state that a screenshot or saved copy of the card is not a valid ID.
Reconciliation now counts every staffing hour, regardless of the roster's site-hours role filter, which is a display setting only.
Timesheets now flag a sleepover with no sleepover allowance on its starting day, the roster asks for confirmation before an allowance is deleted, and a split sleepover night's allowance is explained on the timesheet row and PDF.
Sleepover and first aid allowances are now created when only a pending request exists, and default allowances are capped at one unit.
The Timesheets leave notice now names the staff member, appears only when there are shifts, and an approved leave no longer hides a pending request.
Administration dropdown options now ask for confirmation before an option is removed organisation-wide, and archived positions stay visible where they are still used.
Administrators can now fill in a blank pay-calendar timezone on older records.
Removed the Approvals tab from Invoicing configuration in Administration settings, as its settings were not yet applied anywhere.
Sleepover tooltips in the shift editor now explain that an uneven split around a sleepover moves hours into overtime rather than reducing pay, and the Leave Type field no longer shows a long hover tooltip.
Shift-note reminders now count a note written during the shift, and a reminder clears up to twelve hours after the shift ends.
Bug Fixes
Fixed automatic Xero customer matching silently picking the first of two customers with the same name; ties are now flagged as a Conflict to resolve.
Fixed sending claims to Xero never completing for Xero organisations with a very large item catalogue.
Fixed saving a client in Invoicing > Clients failing when the Interpreter Required toggle had never been set, including when adding a client's first NDIS number; a save that fails for any other reason no longer leaves a partly saved client behind.
Fixed the Administration > API Keys page failing to open with a "Can't reach the server" error, and the list of available API key scopes not loading.
Fixed a shift excluded by the site-hours role filter taking hours from an overlapping included shift, so an eight-hour shift could report as four.
Fixed the payroll export paying a split sleepover night twice.
Fixed a shift holding only a pending sleepover allowance request being treated as having the allowance in the Timesheets missing-allowance check.
Fixed unpaid leave overlapping a worked shift taking hours off the worked shift, on public holidays too; paid leave is unchanged.
Removed the shift-note AI day summary option, which no longer worked and showed an endless progress animation.
Fixed the Quick File Preview window's title being pushed to the edge of the panel.
Fixed an error on the Dashboard shifts page when leaving the page before its map had finished loading.