> ## Documentation Index
> Fetch the complete documentation index at: https://docs.elateuk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Elate Release Notes — November 2025

> November 2025 launches the Finance Module, group activity scheduling, expense and mileage reporting, notes search and export, plus stability fixes.

The November 2025 release marks a significant milestone for Elate: the launch of the integrated Finance Module. Alongside that, this update introduces group activity scheduling, expense and mileage reporting, improved notes tools, and a series of fixes that address reliability issues across the mobile app, scheduling, and support plans.

## What's New

### New Group Activity Function

<Note>A new **Group Event Type** is now available in the schedule, allowing your team to schedule and manage group-based sessions for multiple clients in a single event. This removes Elate's previous limitation to individual client sessions and opens up support for group programme scenarios.</Note>

### Finance Module Launch

This release introduces the **first version of Elate's integrated Finance Module**, covering:

* **Reporting** — visibility into service activity and financial performance.
* **Invoicing** — a streamlined invoicing process tied directly to support activities.
* **Contract Management** — clearer handling of client contracts alongside financial records.

Together these capabilities establish a reliable end-to-end workflow for managing financial operations, with further automation and reporting enhancements planned for future releases.

### Expense and Mileage Reporting

Your team can now **record, review, and manage out-of-pocket costs and mileage claims** directly within Elate. The new workflow provides clearer visibility of expense activity and a consistent input process, so claims are captured accurately rather than tracked separately outside the platform.

### Notes Search and Export

You can now **search client notes using keywords** to find the exact record you need without scrolling through history. Notes can also be **exported as a CSV file**, making it straightforward to produce documentation or share records with external stakeholders.

### Cancel Support — Notes Popup

A **confirmation popup** now appears whenever a support session is being cancelled. This ensures that cancellation notes are captured consistently by staff rather than left blank.

### Overtime & Unavailability Editing Improvements

The editing interfaces for **Overtime** and **Unavailability** entries have been reorganised for better usability, making it quicker to update records without navigating multiple steps.

## Bug Fixes

* **Mobile App Freezing** — Fixed an issue where the mobile app occasionally froze during support activity creation.
* **Past Activity Status Not Updating** — Resolved inconsistencies where past activities failed to update to the correct status after completion or cancellation.
* **Unexpected Logout on Schedule Refresh (Chrome)** — Users are no longer logged out automatically when their schedule refreshes in Chrome.
* **Recurring Visit Conversion** — Improved reliability when converting a one-time visit into a recurring visit, preventing data loss during the conversion.
* **Inactive Team Members in Assignment List** — Inactive team members no longer appear in the carer or worker assignment dropdown.
* **Carers Checking Into Cancelled Visits** — The Cancel button has been removed from the carer view and carers can no longer mistakenly check in to cancelled visits.
* **Allergy Details Not Displaying** — Fixed an issue where allergy details and linked health information disappeared from client cards.
* **Paragraph Spacing & Line Breaks in Notes** — Notes and descriptions now correctly display line breaks and paragraph spacing as entered.
* **Support Plan Interface Stability** — Enhanced reliability when viewing and reviewing changes within Support Plans.
* **Support Plan Review Counter** — The Support Plan review task counter now shows an accurate count instead of a static number.
* **Support Plan "Actions" Button Label** — Standardised the Actions button label to ensure consistency across all Support Plan views.
* **Support Plan Change Alerts** — Removed unnecessary system alerts triggered by Support Plan modifications.
* **Finance Report Filters** — Status and contract filters in the Finance Report now work reliably and return accurate results.
* **Risk Assessment PDF Formatting** — Risk Assessment PDFs now generate with consistent and readable formatting throughout.