What's new in Navigator

Concierge has been answering supplier queries for a while. It now shows up on tasks that come from a customer or a support coordinator too. Open a query task, tap the Concierge button, and it will pull together everything it knows about the customer, their plan, and recent activity to draft a response.

You still review and send the reply yourself. Concierge just gets you most of the way there.

When a supplier accidentally submits the same invoice twice, Navigator will now spot the duplicate and reject the second copy automatically, before it lands in someone's task queue. The supplier gets the standard duplicate notification.

This builds on the duplicate-tagging work from earlier in the month - duplicates were being flagged, but still needed a human to dismiss them. They no longer do.

A regression had been preventing some approvers from approving an invoice via the magic link in their notification email. The approval would appear to go through but the task wouldn't update. This is fixed.

If you have any invoices stuck in "Awaiting approval" that you remember approving via email last week, they should clear on their own now. Flag them with support if they don't.

Customers on iOS and Android can now submit a reimbursement claim by taking a photo of the receipt inside the Kismet app. The camera opens with a guide frame, you snap the receipt, and the claim is created on the backend with the image attached.

Worth flagging to customers who currently email or post receipts in to claim back out-of-pocket spending.

The public Kismet Awards section of the customer-facing website has launched, with event info and nomination links. If you get questions from customers or suppliers about the awards, point them at the homepage.

Navigator was occasionally creating a stream of budget-syncing tasks when nothing meaningful had actually changed. Those duplicates are now suppressed, so the task queue should be calmer.

When a new customer completes onboarding, their service agreement is now emailed and the initial follow-up tasks are queued without anyone needing to click anything. Onboarding still requires the same up-front data, but the manual "send service agreement" step is gone.

The customer and supplier report exports now include extra columns that internal teams have been pulling manually. There's also a fix for a plan-syncing crash that was occasionally blocking reports from generating for some plans.

For customers whose plan is agency-managed but who also have plan-managed support categories, the plan management fee was being miscalculated in some cases. Calculations now correctly account for both arrangements.

When a support-request task is created from a customer's email reply, you can now link the relevant support plan directly from the task, the same way you can on other task types. Saves switching across to the customer record to make the connection.

Concierge gained a new tool: it can fetch and reason over a customer's current support plan. That means it can answer questions like "is this service covered" or "how much capacity building budget is left" without you having to paste the plan into the chat.

The budget progress bar inside invoice tasks was caught in a render loop for some users on Microsoft Edge and Windows browsers, which made the screen jump or feel unresponsive. Fixed.

Several improvements landed together:

• Budget changes now sync in real time, so allocations and remaining balances update without a refresh.
• Visual polish on the invoice approval screen and the service agreement view.
• Supplier bank account names and emails are now matched in a case-insensitive way, so trivial capitalisation differences no longer create duplicate supplier records.
• Funds-released notifications are skipped for budgets that don't need alerting on, which trims noise.

The "magic link" login emails are valid for 15 minutes. That expiry is now called out on the login screen itself, so people who try an old link know to request a new one instead of assuming something is broken.

Several customer-facing emails have also been rewritten in a clearer, friendlier tone, and a bug where delivery errors weren't surfacing to support has been fixed.

When a supplier submits a service agreement that doesn't include a clear schedule of supports, Navigator used to create a task for someone to manually deal with it. The AI extractor now handles these gracefully, creating a placeholder allocation that you can fill in later, rather than blocking the workflow.

Customers who approve invoices by phone can now have an auto-approval limit set on their account, just like email-based approvers. Invoices under the threshold approve automatically; anything over still goes to the customer to confirm.

Small but useful: on the customer approval setup screen, the "phone" option is now visually disabled if there's no phone number on file for the approver. Stops you from picking an option that would silently fail.

When you open an invoice task, you'll now see a quick coverage panel that tells you whether the invoice is covered by the customer's NDIS plan. It checks service dates against the plan period, the support codes against the plan's funded categories, and budget headroom, and surfaces any mismatches up front.

Saves the back-and-forth of opening the plan in a separate tab to verify each line.