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 move away from slow, spreadsheet-driven budgeting, we’ve introduced AI: Budget Forecast. It uses Wiise’s built-in forecasting engine to analyse historical G/L entries and automatically generate forecasted budget amounts by account, dimension, and period, which can then be reviewed, edited, and published directly as G/L Budget entries.

This helps organisations create faster, more consistent budgets and reduces reliance on external tools by:

  • Automatically generating forecasted amounts from historical financial data
  • Providing account-by-period projections that can be quickly reviewed and adjusted
  • Allowing forecasts to be converted directly into G/L Budget entries inside Wiise
  • Supporting faster, data-driven budgeting cycles without exporting to Excel

This enhancement is especially valuable for Financial Controllers, Finance Managers, and accountants responsible for budgeting and financial planning.

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.