We have some exciting new features and screens in our latest release; keep reading to find out more!
Here's the overview! Click on any link below to go straight to that section, or read on to see what’s been updated!
P32 report by Customer
As Joint and Several Liability (JSL) changes are coming into effect in April 2026, we have started to develop ways which allow agencies to be confident their umbrella companies remain compliant. To find out more, please visit the below article:
User Timesheet Attachments
You can now send any attachments on User Timesheets to the customers along with the invoice. To find out more, please visit the below article:
CIS Monthly Statements
You can now send CIS statements on a monthly basis to workers. To know more about the details, please visit the below article:
Payroll/CRM Improvements
Written-off invoices available to select for payroll: Previously, invoices that were written off in any way would not show as available for payroll. You will now have the option to select whether the invoice you are writing off should still be considered for payroll.
When doing a timesheet import, if you have frequency mapped in the timesheet definitions, this will now show in the frequency column of the ‘unmapped’. The logic of Ghost creation is unchanged in the sense that if you have expenses, these will be stored as units upon completing the timesheet import.
If you are uploading a timesheet with Unique Agency Identifier (UAI) or NI number, this will now be displayed in the grid settings where lines go into unmatched. Where no UAI or NI has been added in the timesheet, this will be displayed as blank.
We have fixed the error of records mapping to archived ghosts. In the timesheet upload screen, line items for a worker that was previously created as a ghost will now not map to it if this record has been archived. If the record is not archived the mapping history will still be in place
When creating a cash or true advance, if a worker is on stop payroll, a warning will pop up to advise you of this with the stop payroll reason.
When running payroll, in the people screen we will be showing the worker's employee number.
In the payroll screen, when sending the SMS, the status will be marked as complete after sending. You will then have the option to unmark this as complete if you need.
We're storing the history for the "Payroll Notes" field under the Personal section in the worker record on People Hub. You can view the series of updates (who and when) to that field if you click "History" and select that field.
Finance Improvements
We have enhanced CIS deductions on invoices. If you have a net status company, you can set a CIS deduction default in company settings – VAT and PAYE details and this will apply to all invoices raised within that company.
If you toggle ‘RC VAT’ on a customer level, it will automatically apply RC VAT to all CIS workers with that customer. If you also have Umbrella workers that you want to apply RC VAT too, you can now control this on their assignment. Please toggle ‘override RC VAT’ on and then tick ‘Apply RC VAT’.
You can now apply a credit note to a whole group invoices that have various account postings (e.g net pay deductions invoice). To do this, please head to group invoices, and under actions, select the ‘Account code credit note’ option to direct you to the credit note. There will be two lines on the credit note which account for the reversal on the account postings. These cannot be edited, but will not show on the invoice when sent to the customer. You will need to complete the description of the two lines items with blank descriptions which will show on the credit note to the customer.
We have also added a ‘select all’ button when allocating credit notes .
You can now add notes to credit notes, and reimbursements.
If you do not want to send approved/ rejected emails when processing expenses, you can now default the system to not send them, or give yourself the option to either send, or not send them. Please head to Company Setup – Payable settings – Send Reimbursement Approval/ Rejection Emails’ and toggle this off if by default you do not want the option to send emails to workers regarding their expenses.
When writing off penny invoices, you will now be asked if you would like to process the rest of the invoice through payroll if there is an outstanding amount.
We have added ‘Home postcode’ validation to the reimbursement screen. If a worker inputs their home postcode (what is in people hub) to the origin or destination of their claim, a ‘home’ icon will show to highlight the home postcode is being used. You can then choose to approve or reject the reimbursement.