January 31, 2025

New

SMS Invoice Approval Enhancements

• SMS History Visibility: SMS messages related to received test message tasks are now displayed for better tracking.
• Invoice Linking: SMS replies are now associated with specific invoices, making it easier to view related invoices directly.

Improvements

• [Exports] Based on feedback, the Delivered Services Report has been updated with the following:
  • Split 'Delivery Date' into 'Delivered From' and 'Delivered To' to show service duration
  • Added support category column that adapts based on plan type 
• [Fees] Plan Management fees will now only be generated for active customers. 

January 28, 2025

New

Billing Report

Another new CSV report is now available in Reports > Exports. This report summarises paid plan management fees within the given time period. 

Improvements

• [Kismet Portal] To reduce the number of login issue requests from clients, new OTPs can no longer be generated within a 2-minute window.

Delivered Services Report

A new CSV report is now available in Reports > Exports. This report itemises all delivered services for an individual customer.

Fixed

• [Emails] The issue preventing any emails sent via BCC and CC from not being delivered has been resolved.  

January 15, 2025

New

• [Templates] Added a new email template variable, {{customerFirstName}}, to dynamically insert the customer's first name only. 

• [Budget Alert] Added a new Automations setting, Budget Alert Notifications, which controls whether an email notification is sent when a budget alert is created. This allows budget alert tasks to be generated without sending the corresponding emails.

January 9, 2025

Improvements

• [Task Notes] Task notes can be deleted by clearing the text field.  

January 8, 2025

Improvements

• [Tasks] Automatically un-assign tasks that remain pending for more than 12 hours.

Fixed

• [Tasks] Automatically un-assign tasks that remain pending for more than 12 hours.

• [Processing] Updated public holidays to prevent the Public Holiday Code line item warning from appearing on designated public holidays.

• [Budget Alert] Prevent budget alert notifications for users without email addresses.

December 23, 2024

Fixed

• [Supplier] Resolved an issue that caused tasks to incorrectly assign the supplier where the supplier email matched an ingestion email. 

December 19, 2024

New

Time Elapsed Percentage

Time elapsed percentage has been added to the Navigator Budget screen, Kismet Portal Budget screen, and customer statements to provide more accuracy on NDIS plan budget tracking. 

Improvements

• [Processing] When processing an invoice against an allocation, there are now two separate error states:
  • Insufficient total remaining budget: Error - this invoice cannot be processed.
  • Insufficient unallocated budget: Warning - can take funds from allocation if needed.

• [Setup Fee] Fixed an issue where generating an invoice for the first month after generating a setup fee would result in an error. 

December 16, 2024

Improvements

• [Task] [Emails] The Assignee dropdown menu in Tasks and Emails will prioritise the users name at the beginning of the list. 

December 11, 2024

New

Shareable Link for Providers to Track Invoices

Reduce incoming follow-up queries from providers with the new shareable link available on the Suppliers page. This link allows providers to easily track the status of their invoices without needing to log in. Simply share the link to keep providers informed and streamline communication.

Please note: This link is unique and will expire after one week. 

• [Processing] Enhanced error messaging when processing invoices where group budgets have been exceeded (for CORE flexible accounts).
• [Processing] A "Not an Invoice" button is now available to help prevent non-invoice attachments from being incorrectly processed as invoices.
• [Allocations] Improved error clarity when handling allocated versus unallocated line items during invoice processing.
• [Tasks] Tasks are now automatically tagged as "potential duplicate" if a file has been previously processed.

• [Text] Fixed issue where a space was being inserted into names starting with "Mc".
• [Tasks] Fixed issue preventing task tags from being updated.
• [Allocations] Fixed an issue where invoice item allocations were mistakenly matching with allocations from other support plans causing them to appear as unallocated.