The Lumary AC 2.8 release includes improvements for supporting Assistive Technology Specified Needs funding, enabling the EACH-D supplement, service and extract layout updates, and a new monthly statement template.
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Version 2.8
Available: 16 September 2025
This release includes enhancements to introduce Assistive Technology Specified Needs funding, support of the EACH-D supplement, and service and extract layout upgrades.
Funding:
Extracts:
Layout improvements:
The release also includes several bug fixes and other changes.
We’ve also included updates to permission sets.
Funding
Supporting Assistive Technology Specified Needs funding
We have introduced new services and rates for Assistive Technology Specified Needs (AT Specified Needs) under Support At Home, ensuring participants can access the funding. You can now create and manage AT Specified Needs funding items directly through the Funding Source UI. Additionally, The SAH onboarding flow now includes the option to add funding for AT Specified Needs when onboarding a new Support at Home client.
Lumary now supports budget calculations for AT Specified Needs funding, and will automatically create and update budget items based on the funding source item’s start and end dates. The AT Specified Needs funding has also been added to the Short-term Pathways section of the SAH Funding Dashboard. This provides users with a clear view of funding and services, including claimed, unclaimed, scheduled services, and remaining balances.
The SAH Extract when processing payment summary files from Services Australia, will now create the Journal Entries for AT Specified Needs ensuring accurate allocation and reporting for this funding type. We’ve also enabled a new picklist option for "Assistive Technology Specified Needs" on the Account field on Journal Entries.
Enabling EACH-D supplement
We’ve added new services and rates for the EACH-D Supplement, providing a daily top-up for eligible participants requiring dementia and cognition support.
Users can now create and manage EACH-D Supplement funding items directly through the Funding Source UI. This functionality allows you to add, edit, or delete dedicated funding for the EACH-D supplement, with pre-populated rates and validation checks to ensure accuracy.
The SAH Onboarding workflow has also been updated to include the EACH-D Supplement when onboarding a new Support at Home client. This will display for grandfathered / transitioned HCP clients.
Additionally, the Budget Items calculation now supports the EACH-D Supplement. The supplement is automatically calculated and added to the quarterly budget based on daily rates and the relevant funding source dates.
Extracts
SAH Extract only including SD records with client accepted
When generating a Support At Home (SAH) extract, only Service Delivered (SD) records that have been accepted by the client or their representative will be included. This change gives providers greater control over which services are claimed, ensuring that only confirmed services are processed in the extract.
Follow the steps in create an Support At Home (SAH) extract to get started.
Layout improvements
Enhanced services layout
The Support At Home Services and Support At Home Income page layouts have been updated to include new fields, such as Support Item Code and Function Code, and to display additional details in the Site Service/Programs related list.
Security permissions have also been enhanced, providing more granular access to these fields for relevant permission sets. These changes make it easier for users to view and manage key service information directly from the record pages.
We’ve covered these in add a new service for Support At Home.
Support at Home (SAH) Extract layout updates
The Support at Home (SAH) Extract and Extract Item layouts have been updated to include new invoice and claim status fields, improved related lists, and clearer process steps. Users will now see tabs for Paid Items, Open Items, Yet To Be Processed, and Manage Claim Errors, along with enhanced details for each extract and invoice. Terminology has been updated to use “Payment Statement” instead of “Remittance”, making the claim process easier to follow and ensuring all relevant information is visible in one place.
Bug fixes and other changes
The following bug fixes and changes are also included in this release.
General
Service Agreement Document - We’ve resolved an issue when generating the Service Agreement document via Formstack.
SAH Monthly Statement - This release fixed an issue where deleting an extract or extract item from a SAH Monthly Statement incorrectly deleted the linked Journal Entries.
SAH Extract fixes:
When an SAH Extract or Extract Item is deleted, any associated Extracted Service Delivered records will be automatically removed. This eliminates the manual process of deleting these records before re-extracting the linked service delivered record.
The Invoice CSV file for SAH Extracts is now named after the Extract Name. This provides a more user friendly name for file management, and the External Reference Identifier for the Invoice. As Services Australia will use the filename of the Bulk Invoice Upload CSV file as the External Reference Identifier for the Invoice.
- The Site field is now mandatory when creating a SAH Extract, ensuring invoice items are uploaded to the correct service delivery branch. These changes improve alignment with Services Australia requirements and help prevent upload errors.
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 - Case Note Management | Services | Allow Service Delivery Item Scheduling | Read |
| Cancellation Claim Days Policy | Read | ||
| Cancellation Claim Notice Period | Read | ||
| Function Code | Read | ||
| Participant Contribution Category | Read | ||
| Service Participant Contribution | Read | ||
| Support Category | Read | ||
| (Record Type) Other | Visible | ||
| Lumary AC - Service Agreement Management | Services | Allow Service Delivery Item Scheduling | Read |
| Cancellation Claim Days Policy | Read | ||
| Cancellation Claim Notice Period | Read | ||
| Function Code | Read | ||
| Participant Contribution Category | Read | ||
| Service Participant Contribution | Read | ||
| Support Category | Read | ||
| (Record Type) Other | Visible | ||
| (Record Type) Support At Home | Visible | ||
| Lumary AC - Set Up | Services | (Object Access) | Read, Create, Edit, Delete |
| (Field Access) | Read, Edit |
||
| (Tab Settings) | Visible | ||
(Record Type) Other |
Visible | ||
| (Record Type) Support At Home | Visible | ||
(Record Type) Support At Home Income |
Visible |
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