New Features and Improvements
Custom Forms
- Custom Forms can now be created in Audio
Accounting
- The Xero export process has been made more efficient leading to a reduction in Xero transaction export times.
- When Editing a Recovery Plan, you can now create or edit the respective Email template directly from the Process Action
- You now have an option on a Creditor screen to never suggest QIF term matching
- An issue with Xero Export showing the Item Type: "Trial Invoices", incorrectly has been fixed.
- BCTI bank details have been corrected to show the Creditors Bank, Account Name and Account Number.
- Updated the Cash Sale Receipt to use the Site details for the Trading name and GST number where applicable, to be consistent with Payment Receipts
- When duplicating an Invoice that was created from a Recurring Invoice, the Invoice Items will now be copied
Clients and Trials
- You can now search for Clients by their NHI number or by Claim numbers
- When Creating or Editing a Trial, the trial will now show as a non-modal window so that other tasks can be performed
- Added a + button to duplicate a tracked item on a Non-Trial Audio purchase
- When adding Tracked Items in stock, standard products will no longer show in the list
- A new setting on the Company>Other Settings tab has been added to specify if "Will the Client pay the Enable Shortfall" on a Trial should default to checked or unchecked. (The wording uses 'Enable' instead of 'Accessible' for consistency)
- Fixed the issue when searching for Trials of a specific status
- Fixed the issue when deleting an Item from a non-Trial Purchase, the Item would not be deleted and would remain unlinked to a Trial or a Purchase.
Reporting
- When exporting Reports to Excel the format will now export to XLSX rather than XLS
- When exporting the Procedure Type Detail Report to Excel, there is now an option to include the Appointment Notes
- Added the Purchase Site as an option to be included when exporting the Tracked Items Report to Excel
API
- Added Room Location to the endpoint:
https://audioapi.gensolve.com/swagger/ui/index#!/Export/Export_GetClientApptData - Requested change in the Tracked Items endpoint to only show items when they are in a Trial since Items can now be purchased outside of a Trial
https://audioapi.gensolve.com/swagger/ui/index#!/Export/Export_GetTrackedItems - Added the Subscription flag to Trial endpoint
https://audioapi.gensolve.com/swagger/ui/index#!/Export/Export_GetTrials - Added telehealth indicator to appointment endpoint:
https://audioapi.gensolve.com/swagger/ui/index#!/Export/Export_GetClientApptData
Other Fixes and Features
- The Options Menu item "Only Show Current Site's Appointments" has been updated to "Hide Providers Not Working at this Site" to better describe the functionality seen on the appointment book
- Repair Site has been added to the template merge Ausio Repair