This release delivers targeted enhancements to Employee Package Item management, including improved financial reporting, streamlined FBT year analysis, and more accurate variation processing, while also introducing new capabilities to simplify contract event maintenance and support data integrity across the platform.

🔌 New API - patchContractEvent

We've introduced a new patchContractEvent API that lets you update an existing contract event in place, giving integrations and automated processes a way to correct or adjust event details without needing to delete and recreate the event.

For each contract event, the API lets you update:

• Event Date and Due Date

• Description (or the linked Description record, which the API will use to set the Description text for you)

• Value (or, for Value records linked by id, the API will use that record's text for you)

• Amount

• the linked Cost Centre, Division or Driver record

• Action

• Completed flag

To ensure results are meaningful and easy to consume:

• Only the fields you supply are changed — anything left out of the request is untouched.

• Where an event is linked to a Cost Centre, Division or Driver record, its value is always recalculated from that record, and any value sent directly is ignored.

• If the event you're editing is the contract's most recent event of its type (Registration Number, Cost Centre, Division, Driver or Location), the contract's own details, its Cost Centre / Division / Driver allocation history, and any linked Salesforce record are automatically kept in sync.

The API also includes validation to ensure:

• The contract event exists and hasn't already been deleted.

• The Contract and Posting Class linked to the event can't be changed.

• A linked Cost Centre, Division or Driver record must belong to the same client as the contract (a Driver record may also belong to another client in the same client group).

• A linked Value or Description record must belong to the same posting class as the event.

• The caller has the required ContractEvents:Update permission.

This new API gives integrations and automated processes a reliable way to keep contract event details accurate and up to date, without needing to delete and rebuild an event for a simple correction.

Employee Package Item updates

Enhancements have been made to Employee Package Items to improve financial visibility and accuracy. Summary figures now display GST-inclusive totals, users can review budgets and disbursements by individual FBT years, and Item Variations now use live contract data while preventing unintended schedule changes when no variation has been made.

Item Summary figures now display totals including GST

This is available when: viewing the Item Summary section of any Employee Package Item.
Additional Details: Life Budget, Life Disbursements and Variance now display totals including GST, under a "Total Inc. GST" label in place of "Net".

Life Disbursements has also been corrected to count only settled transactions — amounts not yet posted are no longer included, and amounts held as history now are. Because of that correction, Life Disbursements and Variance may be lower than before for some Items.

FBT Year Ending selector

This is available when: viewing the Item Summary section of an Employee Package Item.
Additional Details:

1. The selector defaults to '--All--' (whole of schedule) every time the screen opens.

2. Selecting a year windows Life Budget and Life Disbursements to that FBT year only — Final Disbursement Due and the Vary fields aren't affected.

3. Edit/Vary is unavailable while a year is selected; return to '--All--' to edit.

Varying an Employee Package Item

This is available when: varying an Employee Package Item.
Additional Details:

1. Remaining Cycles and Deduction Per Pay now reflect the Contract's actual current figures. Saving without changing the deduction no longer alters the pending schedule.

2. A misaligned billing schedule is corrected to the pay-cycle calendar on save, and you'll be asked to confirm if the save would remove pending adjustment records.

3. For claim-to-budget Items, Deduction Per Pay is read-only and only the cycle count can be extended.

🚧 Coming Soon

Admin users will soon be able to view, manage, and delete system locks directly from a new Clear Locks screen under the System menu — no more needing to contact Catch-e support to have a lock released.

This will be available when:

• You're logged in as an Admin user.

• You use the new filters (User Login, Table Name) to find the lock you're after.

Additional Details

• The list shows which user is currently holding each lock, alongside the locked table.

• Every deleted lock will be recorded, including who removed it and when — closing the current gap where lock removals aren't tracked anywhere.

• A small number of system-critical tables will remain protected from deletion via this screen.

Still in development — exact behaviour may be refined before release.