Watch the recap video!
The staff meetings page has been removed from the MYP platform.
MYOB API: You no longer need to export contacts before syncing invoices to MYOB. Switch off auto-sync in ‘Contact page’ in the new API settings to turn off contact auto-sync as it is no longer a requirement for syncing invoices.
Line-items for ‘Invoice to client/other/plan manager’ tab: Two new line-items fields have been added to the line-items entries; the ‘Claim type’ and the ‘Cancel reason’. The invoice PDF has also been updated to include these two new fields.
Invoice status for ‘Manage invoices’ tab: A new invoice approval status ‘All invoices’ has been added to the ‘Manage invoice’ tab. The ‘All invoices’ status can only be selected once a client and service provider are chosen. The ‘All invoices’ status allows you to see and select all invoices both existing and archived for that client and service provider.
‘Plan managed claim to NDIA’ tab: Three major changes have been made to the ‘Plan managed claim to NDIA’ tab:
- Note section: Now when a new note created in the last month is added to the note section, the colour of the section will change from white to light blue and on the right-hand side of the panel the date that the last note was added will be listed.
- Claim number: The claim number field will be removed from the ‘Plan managed claim to NDIA’, the claim number will now be generated when a claim is saved to eliminate the need to refresh the claim number.
- Line-items total field: You are now able to edit the total price of a line-item in the ‘Plan managed claim to NDIA’.
