Wiise Product Update: March 2026

By Wiise

We’re excited to release the latest updates for our March Product Release, available on the evening of the 19th of February for Wiise Australia and New Zealand environments

AI: Budget Forecast

AI-budget

To help you reduce payment fraud risk and strengthen financial controls, we’ve introduced the Vendor Bank Account Approval Workflow. It adds a structured, configurable approval process for vendor bank account changes, ensuring updates cannot be used in payments until formally approved.

This protects organisations from fraudulent or accidental changes, supports compliance requirements, and reduces the need for manual checks before payment runs by:

  • Reducing the risk of vendor impersonation and fraudulent payments
  • Preventing unapproved bank details from being used in payment journals
  • Strengthening segregation of duties and internal financial controls
  • Providing a clear audit trail for auditors and controllers

This enhancement is especially valuable for Finance Managers, CFOs, AP teams, and organisations focused on fraud prevention and audit readiness.

NDIS Permission


ndis-permissions

To help you secure NDIS functionality without granting excessive system access, we’ve introduced dedicated NDIS permission sets. These allow administrators to assign the appropriate level of access to users working with NDIS processes such as payment requests, remittances, product catalogues, and PRODA configuration.

This helps organisations improve security and operational efficiency by:

  • Enabling role-based access to NDIS pages and processes
  • Reducing the need to grant SUPER permissions to everyday users
  • Supporting clearer segregation of duties across NDIS operations
  • Lowering the risk of accidental or unauthorised changes to NDIS data

This enhancement is especially valuable for NDIS providers managing finance, operations, and compliance responsibilities within Wiise.

 

NDIS Financial Dashboards

NDIS Accounts Payable-20260315-230943

To help you gain clearer visibility into NDIS receivables and payables, we’ve introduced NDIS Financial Dashboards. These dashboards provide a visual, real-time view of key NDIS AR and AP metrics directly within Wiise.

This helps organisations monitor financial performance and cash flow more effectively by:

  • Providing a single visual view of NDIS debtors and creditors
  • Making it easier to identify overdue invoices and payment issues
  • Supporting faster decision-making for collections and payments
  • Reducing reliance on spreadsheets and multiple manual reports

This enhancement is especially valuable for finance managers, operations leaders, and service delivery teams managing NDIS financial performance.

Block New Customer Approval Workflow

Block-New-Customer-20260315-230440

To help you improve customer data quality and reduce credit and compliance risk, we’ve introduced the Block New Customer Approval Workflow. It requires newly created customers to be reviewed and approved before they can be used in transactions, ensuring onboarding controls are enforced within Wiise.

This helps organisations maintain stronger governance over customer creation by:

  • Preventing new customers from being used until they are approved
  • Enforcing a consistent approval process for onboarding new customers
  • Supporting segregation of duties between customer creation and approval
  • Providing a clear audit trail of who approved customer records and when

This enhancement is especially valuable for Finance Managers, administrators, and teams responsible for customer onboarding and credit management.

To learn more about the new features available, you can read our release notes base article or visit our website.