The Lumary AC 2.7 release includes improvements for claiming Support At Home services, Funding Dashboard, Monthly Statements, Managing Funding for Assistive Technology / Home Modifications (AT-HM) and Budget Item Enhancements
Follow this section to get a notification when we add new release notes.
Version 2.7
Available: 13 August 2025
This release includes improvements for claiming Support At Home services, Funding Dashboard, Monthly Statements, Managing Funding for Assistive Technology / Home Modifications (AT-HM) and Budget Item Enhancements
Extracts:
- restrict editing and re-extraction of extracted service delivered (SD) records
- automated Payment Statement file processing, and
- generate monthly statement extract.
Funding Utilisation:
Managing Funding for Assistive Technology / Home Modifications (AT-HM):
- purchase order process for AT-HM
- improved service grouping for AT-HM, and
- supporting different participant contribution categories on services.
Formstack Document Templates
The release also includes several bug fixes and other changes.
We’ve also included updates to permission sets.
Extracts
Restrict editing and re-extraction of extracted service delivered (SD) records
You can now generate SAH extracts that include only Service Delivered records which have not been previously extracted. Once a Service Delivered record is included in an extract, it is locked from editing or deletion to ensure data integrity, unless it is unlinked from the extract. This update helps providers accurately prepare and submit claims to the Services Australia Aged Care Provider Portal, while preventing duplicate or accidental modifications to extracted records.
Find out how to link to article.
Automated Payment Statement file processing
Payment summary files from Services Australia can now be uploaded straight to the SAH Extract for automated reconciliation. Lumary matches payment items to invoice items, updates invoice statuses, creates journal entries, and highlights discrepancies for review. This enhancement streamlines the financial reconciliation process, reduces manual effort, and provides clear feedback on processing results, including email notifications for successful and failed uploads.
Find out how to Upload a Support At Home (SAH) Payment Statement file.
Generate monthly statement extract
Providers can now generate Support at Home Monthly Statement extracts, allowing them to include relevant journal entries for each client within a specified period. This enhancement streamlines the process of compiling monthly statements by enabling extracts based on site and/or client, with mandatory date and site selection. Users will benefit from improved accuracy and efficiency when preparing client statements for Support at Home services.
Find out how to Generate an Support At Home (SAH) monthly statement extract.
Funding Utilisation
New Funding Dashboard
The new Funding Dashboard has been created to display Support At Home Budget Information, providing users with a clear view of their budget allocations. Users can see information on Quarterly Funding, AT&HM Budget, Client Contributions, and Unspent Funds. Also an transaction Overview that allows users to easily track and manage their budget by displaying service deliveries for the current and last quarter, ordered by the most recent date, improving transparency and financial management.
The new Funding Dashboard displays Support At Home budget information, offering users a clear view of their allocations. Users can access details on quarterly funding, AT-HM budget, client contributions, and unspent funds. We’ve also introduced a transaction overview that helps users track and manage their budget by displaying service deliveries for the current and previous quarters, ordered by the most recent date, improving transparency and financial management.
Check out our article to find out more about Introduction to Funding dashboard / Funding dashboard overview link to article.
Budget Item enhancements
Claimed funding
Budget items now automatically update their claimed funding amounts whenever related journal entries are created, edited, or deleted. This ensures financial officers and care providers always have an accurate, real-time view of available funds, reducing manual adjustments and the risk of errors. The new 'Claimed Funding' field is visible on budget item layouts, and calculations now reflect changes across all relevant journal entry types.
Scheduled amount
Lumary now automatically updates the Scheduled Amount in Budget Items when changes are made to Support At Home
- Service Agreement Item with Schedule Delivery
- Skedulo Job Service Items, and
- Planned Services on Sessions.
This ensures financial officers and care providers always have an accurate, real-time view of expected expenditures, reducing discrepancies between scheduled and recorded amounts.
Carryover of unspent quarterly budget for Support at Home clients
Lumary now automatically calculates and updates the carryover of unspent quarterly budget for Support at Home clients. The carryover amount is set as the lesser of the maximum allowed (either $1,000 or 10% of the quarterly budget) and the actual remaining funds from the previous quarter. As part of this we have removed negative rollover amounts, ensuring that the 'Total Allocated Funding' remains positive, improving budget management accuracy.
Primary supplements
We have included Primary Supplements in the total allocation calculation for the ongoing budget, simplifying the management, tracking, and reporting of supplements added to participants' budgets.
Scheduled Job for CalculateBudgetItems
The "CalculateBudgetItems" batch job can now be scheduled to run at certain intervals, ensuring timely updates to budget item records. This enhancement automates the recalculation of budget items, improving efficiency and accuracy in financial management.
Quarterly Budget and Care Management Pro-rata
Budget item calculations for Quarterly Budget and Care Management have been updated to ensure charges and proration are applied correctly based on funding start and end dates. Care Management is now only charged if it starts at the beginning of a quarter or overlaps with another relevant funding source, and will stop if a new Care Management funding source begins within the same quarter. Quarterly Budgets are prorated from their actual start date and, if ended early, up to the end date of the funding source; otherwise, they apply for the full quarter. These changes improve the accuracy of budget and care management calculations for providers, with special handling for provider transfers remaining unchanged.
Managing Funding for Assistive Technology / Home Modifications (AT-HM)
Purchase order process for AT-HM
You can now capture Services Delivered records automatically when creating Purchase Order items using the flow on the Purchase Order record page. This enhancement ensures that all relevant service details including wraparound service codes are accurately recorded during the billing process for Assistive Technology and Home Modifications, improving data consistency and reducing manual entry.
Find out how to link to article.
Improved service grouping for AT-HM
The approach used to calculate AT-HM funding has been updated. Now, when a service is delivered or planned, the source of funding will automatically be set to 'Assistive Technology' or 'Home Modifications' based on the service group in the support category. This ensures accurate budget item calculations for both Assistive Technology and Home Modifications, improving financial tracking and reporting for these services.
Find out how to link to article.
Supporting different participant contribution categories on services
Previously, we introduced the capability to track the Participant Contribution Category on Services. We’ve now enhanced the method to calculate client contributions to utilise this new 'Participant Contribution Category' formula on the Service. This change ensures that contributions are accurately included in both Scheduled and Spent Funding calculations for the 'Independence' and 'Everyday Living' budget items.
This was included for the Service Codes SERV-0066 and SERV-0068 where these services differ from the Service Type.
Formstack Document Templates
Enhanced templates for support at home
We’ve introduced new Formstack Document Templates to help support the migration of relevant information needed for Support At Home, we’ve included updated:
- Service agreements for Support at Home now capture all required details, including participant and provider information, service lists, pricing (including third-party delivery and supplements), and participant contributions.
- Individualised Budget outlines funding sources, service costs, descriptions of assistive technology or home modifications, and participant contributions, ensuring greater transparency and alignment with care planning requirements.
- Support At Home Care Plan, capturing client's needs, goals, preferences, and strategies for achieving their goals. The Care Plan also outlines service details, risk management strategies, and cultural preferences, supporting a person-centred approach.
Find out how to link to article.
Bug fixes and other changes
The following bug fixes and changes are also included in this release.
General
Funding Source Item - We have resolved issues with the Funding Source Item UI modal where percentage fields were not displaying correctly. Users will now see accurate percentage values when creating or editing Funding Source Items for Care Management, Veteran Supplement, and AT-HM Supplement. .
Onboarding Workflow fixes:
- We’ve updated the onboarding process to prevent incomplete Service Agreements and Funding Sources from being created if the onboarding flow is not completed successfully. This ensures that only valid records are generated, reducing confusion and improving data accuracy for users
The onboarding process has been updated to create Support Categories with the "Restrict delivery to Service Line Item" option unticked, allowing services to be delivered without adding Service Lines to the agreement. Additionally, Funding Management has been added to Support Categories, setting them as 'SAH Package' or 'SAH Restorative Care'. This change reduces manual effort in creating the Service Agreement.
Permissions
Permission sets
We’ve made updates to field permissions on the permission sets shown in the following table. If you have custom or cloned permission sets that include these objects, we recommend that you add these permissions.
| Permission set | Object | Field | Permission |
|---|---|---|---|
| Lumary AC - View Budget Information | Budget Item | Client | Read |
| Funding Source | Read | ||
| Funding Source Item | Read | ||
| Start Date | Read | ||
| End Date | Read |
Follow us to get update notifications
You can follow sections in Lumary's Help Centre with your Help Centre account. If you follow a section, you'll receive email notifications whenever a new article is published in that section, or when an article is republished.
To follow the section that contains this article:
- Go to the Releases section. This section currently appears under Lumary AC Releases > Releases.
- Click on the Follow button.
- If you're not already logged in, you'll be prompted to log into the Help Centre. You'll need a Help Centre account.
- Select New Articles.
- A message will appear confirming that you are now following this section and the label on the button will change to Following. The system will send you an unstyled version of new or updated pages.
You can cancel these notifications at any time by:
- using the link at the end of the email, or
- going to the Releases section and clicking on Unfollow.