Navigator Changelog

Find the latest new updates, improvements, and fixes on Navigator.

October 25, 2024	[New]	Setup Fee Updates Setup fees can now be generated once per NDIS plan instead of once per customer. The initial setup fee for participants can now be created once per plan alongside the custom recurring fee instead of once per customer. These updates give you more flexibility in managing participant fees.
	[New]	NDIS Price Guide Update We've added new items from October 2024 price guide which include all variants of "Intensive and Complex Behaviour Supports.
	[Improved]	Supplier Validations The validation for duplicate supplier ABNs (released on October 22) has been reverted. Suppliers can still be created with a duplicate ABN, but an error message will appear to notify you.
October 23, 2024	[Improved]	Budget Updates Budgets can now be updated to switch between CORE Flexible and CORE Stated budgets. Funds can only transferred from CORE Flexible to other CORE budgets.
October 22, 2024	[New]	Dashboard Enhancements We are excited to share the latest enhancements made to the Dashboard: New Task Status Tabs: Filter tasks by status for easier navigation. Pagination: View results with a set number of items per page for improved performance. "Due Items" Checkbox: Added option to show only overdue tasks.
	[Improved]	Supplier Validations Suppliers cannot be created with an invalid or duplicate ABN.This ensures accurate and compliant supplier information, enhancing data integrity.
October 17, 2024	[Improved]	Budget Category Funding Updates For NDIS PACE plans, CORE budgets are now split into CORE Flexible and CORE Stated with only PACE Home and Living included in CORE Stated by default.
October 15, 2024	[Improved]	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]	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.
October 10, 2024	[Improved]	Removal of Automatic Tagging for TTP Codes Automatic tagging of TTP codes has been removed to prevent submission issues.
	[Improved]	Invoice Reference Character Limit Invoice references are now capped at 50 characters to comply with PRODA requirements and prevent NDIS rejections.
October 9, 2024	[Improved]	Improved Tag Accuracy Tags will now be based on the email subject. Previously, tags were based on the email body creating additional incorrect tasks.
	[Improved]	Reverse NDIS Claim A new button will allow rejected NDIS invoices to be reverted to "Approved" status for resubmission.
	[Improved]	Customer Statements Shows Only Paid Invoices Customer statements will now only show paid invoices, eliminating confusion from previously including all invoice statuses.
	[New]	'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.
October 8, 2024	[Improved]	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]	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.
	[Improved]	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.
	[Improved]	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.
	[Fixed]	Task Filtering by Tag Task filtering by tags has been corrected. The appropriate tasks will now reliably display when a tag filter is applied.

Please note that this changelog only includes updates made on and after October 8, 2024, and does not reflect any changes prior to that date.