Brevity Updates December 2023

This article highlights the features updates made to the Brevity and Plan Management Module as part of our December 2023 update.

Performance Enhancements & Productivity Improvements

We have deployed for all instances the new Brevity engine that improves performance in the main Brevity app and mobile app.

We have also added the ability to Right-Click all lists within the app to open the record in a new window or to copy contents of a field (e.g. email address)...

We have also added the ability to double click a lookup field to open the associated when the field is disabled…

New Dashboard Alerts

New Dashboard alerts have been added that includes notifications for failed communication deliveries, which has been a commonly requested feature. Additional dashboard alerts include NDIS Device Expiry, Credit Card Expiry and low SMS balance.

Plan Management Update

Updated the budget management screen for PACE plans to allow Budget to be easily moved between PACE categories

Added a new Remittance Comments field on the invoice and bulk invoice status screen on the batch to allow comments to be added that will show on the remittance.

We have also added a Filter on the invoice status screen on the batch to allow invoices to be more easily located.

Finally we have added an Export Invoice to csv option.

We have also fixed an issue on the invoice processing screen where the line items were not correctly filtered based on the PACE categories..

Booking Resources & Company Car

You will need to first create and assign booking resources of type Vehicle to the shift for it to show.

Booking Resources are now set to display on the shift in the mobile app along with any pre-allocated travel time.

When approving timesheets, the view has been changed to show in blue when a company car is used.

And the Used Company Car approval option default now to Yes when a company car is used.