Release Note Summary 1.3.57

Release Note Summary

This Release Note Summary covers key features and changes released as of 02/25/2026.

The ability to Add or Edit an assessment via the 'Plus icon' or when clicking on the Assessment ID has been added to Account Assessments. These options only work when the user has the privilege to Edit Account or Add/Edit an Assessment, otherwise they get the "not allowed" screen.

Account Role Privilege IDs have been added to make it easier when editing account roles. The Name field has also been changed so users can search by the Privilege ID.

The Duplicate Client Check is now configurable and uses a 'Facesheet'-like approach. It is configured using the Account Preview Administrative Text Block in Configuration.

Users can now select a default primary language when setting up an Applicant intake scenario. When clicking "Clear" in the Default Primary Language field, the language will be set to the application-level default language (which is typically set to English).

When in the Edit mode on a Community Event Workflow, an Information Bar now automatically displays on each step, showing the Task ID, Reference Name, and Task Fill From Form (if there are any).

Emergency Housing now supports variable payer organizations depending on the stay type. (A stay type is linked to an organization - so when the stay type invoice is created it is linked to that organization as Payer.) If there are more than one stay types for the same organization - there will be one invoice per stay type.
Emergency Housing now supports variable rates depending on the stay type. Currently we invoice a fixed daily rate for any emergency housing stay types. We now keep the current rate but label it as 'default rate' and allow users to override the default rate with another service code for any stay type.

Error codes and error descriptions are now displayed at all times. Previously, the displaying of an error code or description was dependent upon whether the user had privileges to edit account roles. Now both the error code (e.g., 'P-567') and a description of that error code will display.

Users can now audit (i.e., add entries to the Audit Trail) and trigger notifications from Incident Workflow action steps by leveraging a new 'Quick Name' feature in the Action Step configuration. To trigger notification policies for when Action Steps are completed, the qualifier must be setup using the Audit Message Contains field and must follow the format: Completed Step: XXXXXX where XXXXXX is the Quick Name.

On the Invoice List, an Organizational Accounting Code ("Accounting Code") and a Federal Tax ID can now be optionally displayed. Organizations have several attributes that impact how they get mapped to accounting systems. Some agencies may call them a 'vendor id', others may call them an 'organization code', while others may map to shared general ledger tables. To accommodate all possibilities, in IMPOWR, it is called an account system code.
An accounting system reference for the 'invoice to' account can now be displayed on the invoice list. The value comes from Account Mapping. It must be entered with type "Accounting System" and be Active. If more than one is active it will take the first one that it finds.

An Account Age Range reserved word was added. It is based on the current datetime and the individual's DOB, and is useful on account face sheets.

Administrative Charge service selections have been added to the various stay types for the Mid-Term mode of Residential Stays and now display in the Service Provider Details wizard. Users must designate one of the providers as Active and Administrative for administrative charges to log. If more than one provider is designated, the system will only choose one of them.
Account invoices for the Mid-Term mode of Residential Stays now produce invoices for administrative charges.

Account Service statuses can now optionally default to an initial status upon creation, by adding a new initial status parameter (&ST=xx) to the EditAcctService URL (where 'xx' reflects the pKey of the service status). Example: https://ccpe.impowr.net/forms/EditAcctService?TPK=49&APK=7662&ST=2

A general-purpose comment has been added to the Rider Attendance boxes in the transport calendar wizard. This field is only accessible when using the Transport Wizard and the comments can be captured and displayed in various reports.
The Rider Status (from the Rider Attendance panel) and general-purpose Comment now display in the Transport Route Summary Report.
The Completed Routes and Riders Transport Report used to only be for Drop-offs - it has now been split into 2 reports: One for Drop-offs and one for Pickups.

The Reference field (which is used to show the forms associated with the tasks in the event workflow) has been replaced with a dropdown list which allows you to choose the reference - eliminating possible spelling errors which can cause the form to not open.

The option to apply a Short-Term Housing Charge Service ID now only displays if a Short-Term Residential Calendar Mode is selected.

The text background color for Account Service Statuses is
now user configurable in Configuration Lookup Lists.