/
June 2021 Release Notes

June 2021 Release Notes

Owned by Matthew Cavallo (Unlicensed)
Last updated: Oct 18, 2023 by Stephanie Smith
2 min read

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.

Related articles