New Features

1 October 2020

watch the recap video!

  • Relationship links creation: Relationship links can now be created directly in the ‘LINKS’ panel in ARM, streamlining your workflow and saving time.
  • Sort projects: Projects in the ARM ‘Projects’ panel can now be sorted by the project name, status, manager or due date. Simply click the column title to sort.
  • New report + report page: The ‘formSPACE Signature Report’ is now available in the new formSPACE reports generation page (formSPACE > Reports). This report lists all signature attempts made within a specified date range. Additional filters are available, allowing you to generate the report based on the form sender and receiver. This report is only available to formSPACE Pro subscribers.
  • NDIS Budget Report update: Two new fields have been added to the ‘NDIS Budget Report’, ‘Days remaining’ and ‘Budget remaining’.
  • Future invoices: A new option, ‘Allow creation of invoices to client/plan manager with dates in the future’ has been added to GENIUS > Settings > Invoices + claims.
  • Support co-ordinator email reminders: A new option, ‘Send provider invoice reminder email to support co-ordinators’ has been added to GENIUS > Settings > Invoices + claims. If set to ‘Yes’, support co-ordinators will receive an email overnight advising that there are newly uploaded provider invoices requiring action.
  • Sync line item notes to third party accounting packages: A new option, ‘Sync line item notes to third party accounting package (e.g. Xero/MYOB)’ has been added to GENIUS > Settings > Invoices + claims. If set to ‘Yes’, line item notes will be synced in the relevant description field in the third party accounting software.
  • Allow price overriding: A new option, ‘Allow override of pricing’ has been added to GENIUS > Settings > General. Select ‘Yes’ to allow the price of a line item to be lowered when creating/editing an invoice/claim. Enabling this option will also allow the price of line items to be increased for self-managed clients only.
  • Filter provider invoices: When filtering provider invoices, you can now select whether you want to filter by the ‘Client’ or ‘Provider’ account manager.
  • Automatic completion dates: The goal ‘COMPLETION DATE’ field will now be automatically populated with the completion date of the latest completed objective, once all objectives related to that goal are completed.
  • GOMS session buttons: A new option, ‘Enable creation of GOMS session on shift check in for each client (mobile device friendly)’ has been added to PocketWatch > Settings > Timesheets. When selected, individual ‘Create GOMS session’ buttons will appear within each GOMS client expandable, making it easier to launch GOMS sessions for the relevant client on mobile devices. The buttons have three colour stages:
    • Blue – no session exists, click to create one
    • Orange – a session is in progress, click to re-open it
    • Green – the session has been completed
  • Roster template staff view: The ‘Staff view’ option has been added to the filter options on the ‘ROSTER TEMPLATE CALENDAR’ page. Selecting it allows you to split a roster into multiple calendars for each staff member.
  • GOMS validation: A new option, ‘Require GOMS session completion before check out’ has been added to PocketWatch > Settings > Timesheets.
  • GENIUS invoice settings: A new option, ‘New GENIUS invoice per line item management type’ has been added to PocketWatch > Settings > GENIUS.
  • Address search fields: Up to 25 results will now appear when searching for addresses in PocketWatch (rather than 10).
  • Default kilometre allowances: A new drop-down, ‘Default kilometre allowance’ has been added to PocketWatch > Settings > Allowances. Selecting an allowance category from this drop-down will ensure that the relevant allowance information is automatically added to the invoice on shift check out.
  • QTime notes in invoices: A new checkbox, ‘Push to invoice’ has been added to the QTime Schedule page. Ticking this checkbox will push QTime notes to the invoice description. To have this option selected by default, tick the new ‘Push QTime notes to invoice’ option in PocketWatch > Settings > QTime.
  • GENIUS invoice consolidation: You can now consolidate GENIUS line items by QTime activities in PocketWatch. This default can be set in PocketWatch > Settings > GENIUS.
  • Timesheet filters: Items on the ‘TIMESHEETS’ page can now be filtered by roster.
  • Report updates:
    • Shift Report – multiple rosters and staff can now be selected and included in the report
    • Attache T6 Report – the ‘CostCentreHours’ column in the report is now displaying allowance units from PocketWatch > Settings > Allowances in the allowance row