Navigator Changelog

 Automatic task creation for failed email or SMS deliveries

If an email fails to send, a new task will be generated automatically. If SMS fails, any existing task will be restored from the archive and marked with an "Error" status.

 New  "Creator" filter in Invoice screen

A new "Creator" filter has been introduced in the Invoice screen, allowing you to easily track the number of invoices generated by each individual.

Removal of Automatic Tagging for TTP Codes

Automatic tagging of TTP codes has been removed to prevent submission issues.

Invoice Reference Character Limit

Invoice references are now capped at 50 characters to comply with PRODA requirements and prevent NDIS rejections.

Improved Tag Accuracy

Tags will now be based on the email subject. Previously, tags were based on the email body creating additional incorrect tasks. 

Reverse NDIS Claim

A new button will allow rejected NDIS invoices to be reverted to "Approved" status for resubmission.

Customer Statements Shows Only Paid Invoices 

Customer statements will now only show paid invoices, eliminating confusion from previously including all invoice statuses.

'Created By' Column Added to Invoice Page
The Invoice Listing screen now includes a 'Created By' column, allowing users to easily identify who generated each invoice for improved tracking and transparency.

NDIS Number Displayed During Input

A participant's NDIS number will now consistently be displayed alongside their name when inputting a customer name. This ensures quick and easy access to the NDIS number wherever the participant is referenced.

Improved Extract Status Accuracy

The extract status will now only update to "Completed" if the upload is successful. Previously, the status updated to "Completed" if anything was uploaded, including failures.

Automatic Task Creation for Email Replies

A task will now be automatically created for every email reply, streamlining workflow management. Previously, replies without attachments were automatically archived, often requiring manual unarchiving and marking as unread.

Counts in Filters in Tasks

The count of tasks in all filters on the Tasks page will now update accurately when a filter is applied, providing more reliable insights into task distribution.

Task Filtering by Tag

Task filtering by tags has been corrected. The appropriate tasks will now reliably display when a tag filter is applied.