Release Notes: 28th October 2022

We have some exciting updates to share with our services.

You can add additional subscribers to our emailed release notes here.

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Debit Success

Parents and guardians that receive the email to fix their details and sign up to Debit Success will be taken through a new flow after clicking the link in the template, making sign up to Debit Success much easier than before for your families!

For centres with Debit Success, Administrators can now add payment details on behalf of bill payers providing the bill payer has filled out the Debit Success paper DDR form. Once the administrator has received the form, they just need to tick the “Pay by Direct Debit” checkbox on the bill payer, save the record and then under the Payment Details tab, they can add any missing details and then proceed to add the payment details. Upon creation, the centre and the parent will both be emailed a copy of the terms and conditions.

New email templates have been created to further improve the sign up process to Debit Success. Updates include:

• A new bulk action to automatically invite any Bill Payers that haven’t signed up to Debit Success.
• A reminder email that is sent after the initial invite. 
• Improvements to the notification email when a bill payer successfully signs up, which now gets sent to both the Bill Payer and the Centre
• A new menu item, “Integrations”, has been added under Payments if you’re using Debit Success. In it, you can find a list of bill payers that are missing details and email all of them at once, asking them to sign up to Debit Success after correcting their details

Child Profile

There is now the option to swap the child’s Date of Birth for the child’s Start Date. This can be done via a checkbox on the Monthly Attendance report.

Staff Roster 

The Staff Roster Lock button has had its permissions reconfigured to prevent the roster from being edited once it’s locked. This will help centres that submit the roster to payroll systems once all staff are confirmed. This is also to prevent previous weeks' rosters from being edited. 

Features include:

• Individual staff locking (confirming their hours for a day) remains the same and is handled by the Roster permissions on the Staff Profile.
• The top lock icon is only visible to Centre Administrators or Group/Chain Administrators.
• Once locked, the button is hidden from Centre Administrators and can only be unlocked with Group/Chain permissions. If the centre is not part of a Group or Chain, Centre Administrators will still be able to unlock the roster.
• An audit log of locks/unlocks will be visible.
• Locking the roster will prevent additional staff from being added or hours from being modified.

Payroll Exports

A new payroll export format has been added for iPayroll that supports multiple centre selection, collating one staff members day into one row totalling all hours.

Attendance Locking

We have added the ability to have a system-wide rolling lock for attendance. Select a “grace period” number of weeks that are available to modify attendance. Any time before that period will automatically lock. If it is not set at all, then this feature will not be enabled. 

The manual locking of an RS7 submission period will override these locks - meaning you will still need to unlock a period to modify attendance data

Bug Fixes

• Primary and secondary ethnicity selections when edited on a contact record will now save the correct order and display the correct order in reporting

• Totals will now show on the Centre Balance report and Home Based Service Balance report without having to set the row height to 7x