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See attached PDF for the full June 2021 Release Notes. This release included:

  • Funding Sources
    • New Approve Unverified EVV Setting
    • New Mobile App Offline Setting
  • Mobile App Offline Mode
    • Allows employees to log in and make real-time punches without an internet connection
  • Dashboard Authorization Widget
    • Added Monthly Max, Weekly Max, and Daily Max columns
    • Added Monthly and Weekly Summations
    • The Authorization widget is now visible to Guardian Profiles 
  • Employee Service Accounts (ESAs)
    • New (optional) Day of Week Restriction
    • New (optional) Holiday Restriction
    • Pay Rate Effective Date is now editable
  • Profiles
    • Group Services - New Instance Level Setting for Require Multiple Attendees
    • ESAs can now be created for Employees in Pending status
    • Accounts tab visible for Client Profiles
    • New Pay Rate Name column on the Entries tables for both Client and Guardian Profiles
    • High Priority Message Banner now available on Client and Caseworker Profile Dashboards
  • Authorizations
    • New Calculate Initial Balance feature
    • New Authorization Reference ID filter
  • Business Rules
    • New Max Hours Per Year Per Client Per Service Code Business Rule
    • Client Overlapping/Duplicate Punch has been moved to Phase 2
  • Imports
    • New Import for Employee Service Accounts Day of Week Restriction
    • New Import for Employee Service Accounts Holiday Restriction
    • New Refresh Billing Rate task on Import-Module Actions Menu
  • Additional Updates
    • New Employment Status of Inactive
    • SSN is a conditionally optional field for Employee Type of Contractor
    • Decimal values are now allowed on Starting and Ending Odometer fields for Mileage and Client Transportation entries.

View file
nameJune 2021 Release Notes .pdf
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