Changelog

📅 2026 Deployment Schedule Updated

We’ve published the 2026 deployment schedule to help you plan upcoming releases and UAT activities.

What’s new

• Deployment dates from June 2026 onwards are now available

• Includes aligned Sprint close timelines for better planning

Where to find it

• View the full schedule here:
  👉 2026 Deployment Schedule

🌸 Friendly Reminder: Lily Is Here to Help

Just a reminder that Lily is available to assist you throughout the platform.

What Lily can do

• Provide contextual guidance while you work

• Guide you to get help directly within the app

• Source useful information when you need it

• Submit support requests

How to use Lily

• Look for Lily within the platform and interact as needed

• No setup required — Lily is ready when you are

🔒 Commission Lock Now Available on Quotes

We’ve introduced a new Commission Lock feature to give you greater control over quote values.

What’s new

• You can now lock Commission Rate and Commission Fee at the quote level in the Quotes / Finance tab

• When locked, commission values will no longer be automatically recalculated

• A visual lock control is available directly in the quote UI

How it works

• Locked commission values are preserved across quote updates

• Users cannot manually edit commission fields while the lock is enabled

• System recalculations will respect the lock by default

Flexibility retained

• Commission can still be recalculated when required via system processes

• Certain scenarios (e.g. agreed lessee rate rules) may still override the lock

Why this matters

This enhancement ensures you can maintain agreed commission values while still complying with required system rules.

👁️ ABN Tooltip on Client Name

We’ve improved visibility of client details by adding a quick-access ABN display.

What’s new

• The client’s ABN now appears on hover over “Client Name” in the Quotes / Contract tab

• Displayed in a small pop-up tooltip for easy viewing

How it works

• Simply move your mouse over the “Client Name” to view the ABN

• No clicks or navigation required

Why this matters

This enhancement makes key information quickly accessible while maintaining the existing layout and user experience.

🧾 BPAY Payments Batch Creation Issue Resolved + Bank Account Selection Added

We’ve fixed an issue preventing batch creation and improved flexibility in the BPAY Payments screen.

✅ Fix

• Resolved an issue where users were unable to create new batches or generate print files

• Updated selection logic so contracts are now correctly included based on eligibility

• Contracts are no longer restricted to those linked to salary-packaged types only

🔧 Improvement

• Added a new Bank Account field to the BPAY Payments screen

• This supports clients with multiple companies and bank accounts

How it works

• If only one eligible bank account exists, it will be automatically displayed

• If multiple accounts exist, users can select from a dropdown list

Why this matters

This update restores critical functionality and ensures the BPAY Payments feature works reliably across all client setups, including those with multiple bank accounts.

🔄 Improved Scheduler Job Parent & Child Status Management

We’ve enhanced how Parent and Child Job statuses are managed to improve usability, accuracy, and auditability.

✅ What’s improved

• You are now prompted when changing a Parent Job status: "Do you want to update the status of all child jobs as well?"

• Option to update Child Jobs automatically in line with the Parent Job

• Audit history is now recorded for both Parent and updated Child Jobs

How it works

• If Yes is selected:

  • All Child Jobs in Active or Inactive states will match the Parent Job status

  • Jobs in other states (e.g. aborted) remain unchanged

  • Audit history is created for all affected records

• If No is selected:

  • Only the Parent Job is updated

  • Existing behaviour is maintained

  • Audit history is recorded for the Parent Job only

Why this matters

This reduces manual effort, minimises the risk of missed updates, and ensures better data integrity and traceability across scheduled processes.

📊 Enhanced getContractFunds API Breakdown

We’ve enhanced the getContractFunds API to provide greater visibility into financial data.

✅ What’s new

• Added net and GST breakdowns for both budget and actual amounts

• Existing fields remain unchanged and continue to display gross values

New fields

• budget_net

• budget_gst

• actual_net

• actual_gst

How it works

• Gross values are still returned in the existing budget and actual fields

• Additional fields now provide a clear split between net and GST components

Why this matters

This improvement gives better transparency and flexibility for reporting, making it easier to analyse and reconcile financial data.

📅 2026 Deployment Schedule Updated

We’ve published the 2026 deployment schedule to help you plan upcoming releases and UAT activities.

What’s new

• Deployment dates from June 2026 onwards are now available

• Includes aligned Sprint close timelines for better planning

Where to find it

• View the full schedule here:
  👉 2026 Deployment Schedule

🌸 Friendly Reminder: Lily Is Here to Help

Just a reminder that Lily is available to assist you throughout the platform.

What Lily can do

• Provide contextual guidance while you work

• Guide you to get help directly within the app

• Surface useful information when you need it

• Submit support requests

How to use Lily

• Look for Lily within the platform and interact as needed

• No setup required — Lily is ready when you are