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 all the latest updated:
Bulk Stop Payroll
We've given you the ability to put workers on stop in bulk. You had to put workers on stop individually before, now you can do this in bulk😊
To learn more about the feature, please visit the article below:
Key Information Document Enhancements
We have recently seen that the Fair Work Agency have started to audit Agencies and offered further opinions as to the 'best practice' for Key Information Documents.
We have therefore added greater flexibility to allow you to create customised KIDs depending on the agency you are working with. Key changes being:
When creating a KID, there will be a box called 'Business connection between Umbrella and the Agency'. Please review what the text should be for all clients and generate the document, this text will then save as the default for all users
The Holiday Entitlement and Pay box will now show. The days/% will default to what has been saved in the illustration however you have the option to override or add further to this field if you wish
The Additional Benefits box has also been extended to 200 characters to allow more text
The Cover page will now be removed as default
For further information on the KID feature, please find the full article below which now includes the above updates:
Other CRM Updates
We have made a few improvements to the CRM functionalities in the system.
Net Payment field in Payroll History - You can now see the net payment for the particular period for individual workers in payroll history screen and in People Hub -> Worker record -> Payroll tab -> Payroll History. This will be useful to see total payment per period when workers have multiple payrolls in the same period.
Business attachments Updates - You can now upload up to 20 attachments per business in business screen as same as workers in people hub and you can upload different attachment types as well with 5 MB max per file😊
Stop Payroll Symbol in Worker record - You can now see the stop payroll symbol in the top next to employee number when worker is in stop, so that it will be visible to you even if you move on to different tabs in worker record.
Upper casing to Post code - Signable - When back-populating post codes from Signable (Starter pack) to MDA, it was saving with lower case for post codes, now we have updated this to always save it as upper case even if retrieved as lower case from Signable😊
Security Settings Updates - We've given the new option in password policy, you can now select the option (Require at least one number), so that you users' password will need at least one numeric character if you select this option in your security settings. Please have in mind that if you select any additional options, all of your org users will need to reset their passwords when they login again, so always discuss internally before updating anything😊Only AFAs can update password policies in the organisation.
AI Timesheet Upload Enhancements
If certain data hasn't been extracted during the AI upload, you can now bulk edit these gaps
You can now navigate to the timesheet upload screen directly from the AI upload screen
You can also download the uploaded file from the AI timesheet upload screen (similar to the normal timesheet upload screen)
The AI now maps non-mandatory columns when the data is available from the uploaded file
Other Payroll Updates
You can now add an additional margin in the advance screen to include decimal values.
We have removed a few columns from the PBE report which are no longer in use/ cannot be populated via the system anymore. We have also renamed some columns for naming consistency. See below changes:
Agency Extras, Additional Required Contribution, Pay Between Assignment & Review Payment columns removed
‘Other Deductions’ renamed to ‘Court Order Admin Fee’ (this column will now be after the Court Order Deductions column)
‘Agency Total’ renamed to ‘Customer Total’
'Agency Name’ renamed to ‘Customer Name’
When an invoice is created from the user timesheet screen, we have now added full visibility of the invoice number so you can see which user timesheet created which invoice.
We have added the duplicate invoice warning on the user timesheet screen.
Finance Updates
Editing a VAT filed transaction. We have given provision to be able to edit a sales invoice where the VAT has been filed. Any changes made to the transaction will be made in the current VAT quarter.
Please note: This option will not be available for cash-based companies, reimbursements or write offs.
Reverse Approve reimbursements. You can now reverse the approval of reimbursements. Click on the view icon of the claim, and then the ‘Reverse Approval’ button to complete the reversal.
Accounting firm admins can update your workflow settings to give your role access to do this. Please go to Company settings > Workflow Settings > Reimbursement Workflow to update.
Invoice payroll status in the Payment on Account Screen. When you are matching funds in the banking screen, you may want to identify which invoices have already been run through payroll. We will now be highlighting those invoices as shown below. Invoices that have not been run through payroll will remain unhighlighted.