New Features

26 November 2020

watch the recap video!

  • Project calculation method: There are now three calculation methods for time-based projects in ARM:
    • Straight line: the total time will automatically be evenly divided across all tasks.
    • Custom %: you enter the percentage of the total project time that will be allocated to the task.
    • Custom value: you enter the number of hours allocated to the task (this option is new).
  • Price books page: A search field has been added to the ‘EDIT PRICE BOOK’ page, allowing you to search by product names and product codes easily.
  • Signed form notifications: Signed documents from forms will now be sent to the staff members selected in the ‘COMPLETION NOTIFICATION EMAILS’ option on a form template. Previously, these documents went to the form creator or the MYP Champion if there wasn’t a creator.
  • Report generation: Multiple clients or contacts can now be selected when generating formSPACE reports. This feature has been added to the ‘FORMS’ panel in ARM and the ‘FORM TEMPLATES’ panel in formSPACE.
  • Invoice reference details: A new setting, ‘Append invoice number to reference in remittance details’, has been added to GENIUS > Settings > Invoices + claims. If selected to ‘Yes’ the ‘Reference’ information saved in ARM > Customisation > Brand, style + shortcuts will be added, followed by the invoice number in the GENIUS invoice.
    E.g. if the reference was ‘MYP’ and the invoice number was ‘5827’, the reference displayed in the GENIUS invoice will be ‘MYP 5827’.
  • New report: A new, ‘Staff performance report’ has been added to GENIUS > Reports. This report displays the total number of invoices created/approved/claimed for each staff member in the given date range.
  • Pending amounts: A new ‘PENDING’ field has been added to invoice line items in GENIUS. It will be automatically populated with the outstanding balance if the line item was only partially paid, as specified in the ‘PAID’ field. This information is also reflected on the client’s GENIUS dashboard.
  • Stop invoice recurrence: A new ‘Recurrence end date’ field has been added when creating a recurring invoice. If a date is specified, the invoice will stop recurring after this date.
  • Invoice statuses: A new, ‘Paid’ status has been added for invoices to clients/plan managers. Invoices will be marked as ‘Paid’ when all line items have an amount in the ‘PAID’ field that is greater than or equal to the amount in the line item’s ‘SUB TOTAL’ field.
  • Session field improvements: Four new settings have been added to GOMS > Settings > Session + outcome options:
    • Overall comments required: selecting ‘Yes’ will make the field required.
    • Staff comments visible: selecting ‘No’ will hide the ‘Staff comments’ field.
    • Always display create formSPACE form button: if ‘Yes’ is selected, the ‘Create formSPACE form’ button will always display regardless of whether or not the risk of harm/medical issue field is visible or the alert field is visible.
    • Customise create formSPACE form button label: the button is now larger with a customisable label that can be set using this option.
  • Assets: Assets now also display on the roster template calendar if the ‘Display assets on the roster + roster template calendar’ setting is enabled in PocketWatch > Settings > Rosters.
  • Roster templates in ARM: PocketWatch Roster Templates can now be viewed from the client page in ARM. Shifts with GENIUS clients will have an orange ‘G’ icon to indicate this.
  • Cost centre descriptions: Short 100 character descriptions can now be added to cost centres in PocketWatch > Settings > Cost centres. These descriptions will display when editing roster templates, template shifts, rosters and shifts when the cost centre is selected.
  • QTime GENIUS budget information: QTime entries will now show GENIUS budget information for relevant schedule of support items. The current amount invoiced, remaining balance and total will display.