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Roshal Health Admin Portal Release - Version 2.21.0-20260923

Release Date: 9/23/2026         Platform: Admin Portal

🔓 Regional Manager Schedule Access

  • Description: Regional Managers can now update an employee's Work Schedule Type directly, without needing HR to make the change first.
  • Platforms: Admin Portal ✅

🧾 Prior-Period Invoice Adjustments

  • Description:  Invoices now clearly flag line items that are corrections carried over from a prior billing period, with an orange "Adjustment" tag on both the summary and detail views. This makes it easy to see at a glance which charges belong to the current period versus a correction from an earlier one.
  • Platforms: Admin Portal ✅

📋 QuickBooks Send Summary

  • Description: A new "View Send Summary" button on both the On-Demand and Scheduled Clinics invoicing tabs shows exactly which billing groups were sent to QuickBooks, which had no billable activity, and which ran into errors for any given month. The summary is saved automatically as invoices are sent, so it can be reviewed later even if QuickBooks is temporarily disconnected or the sends were made by someone else.
  • Platforms: Admin Portal ✅