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.
If you're looking for the My Digital Timesheet Release Notes, you can find them here!
Import Multi Week Endings and Pay Intervals
We have now developed a feature where you can create both manual and upload timesheets with multiple weekending dates. Please see the below article for more information:
Rolled back Payslips
For workers that may have multiple payslips in the same period, their first payslip is "rolled back" and re-ran with additional information, such as further hours to pay. This may lead to a little confusion though when helping workers with queries, as you do not have access to the first payslip.
From now on, though, those "rolled back" payslips can be accessed and downloaded to help manage contractor queries! Please read the article below for further information:
Payroll Improvements
We have also made a few improvements within Payroll:
To avoid processing payrolls out of sequence, we have now restricted running payroll for a worker if the current payroll has a pay date which is earlier than the worker's last pay date.
In an attempt to make submitting an EYA easier, we have now pre-populated the data fields with the last submitted FPS once the person and tax year have been selected for you to amend and submit. Student Loans, Pension and Statutory pay will not automatically pre-fill, so this will need to also be manually added from the last FPS.
When running a payroll, the system will now display a message to show if anyone has been removed due to being on ‘stop payroll’. You can also download a report to see who has been removed and why.
SMS Templates and Bulk SMS
You can now create custom SMS Templates and send messages individually to workers, or create a Custom Population and send in Bulk to a number of workers. Please the below article for more information!
Define Employee Number: Employment Creation
You can now enter their employee number for workers as they wish while creating employment for them. Please click the below button to learn more about this in detail.
Key Information Documents for CAE and Self-Employed workers
There is a growing requirement to produce KIDs for employees as well as self-employed workers so we have created these templates within MDA that will populate from the information added in the Illustrations screen. Please see the below article for further information!
CRM Improvements
People Hub Enhancements:
We have made several additions to the CRM to save time navigating to other screens. In People Hub, you can now see:
Private Pensions set up for that worker will now show under Deductions
Accrued Holiday Pay balance is now shown under Deductions
Sales Invoices will now show under Payroll
The workers' illustration is under the Personal tab.
We have renamed the Pages tab to Contact, as this now includes:
History of SMS sent to that worker and can send SMS from there directly to the worker (SMS)
Copies of any system generate emails sent to the worker, and you can also send emails (custom emails) by choosing the template (Emails)
Pages
AFAs - please see action below to add menu privileges
Illustration & Email Enhancements
We have made some enhancements to the illustrations and custom email templates.
CLICK HERE to see those enhancements.
Trust ID Enhancements:
We have given some additional provisions for Trust ID integration. CLICK HERE to learn about this.
Action for AFAs:
Since we have changed the Pages tab to Contact inside the worker record in People Hub, changed the Email Templates, Bulk Email under the new menu called "Communications" and created a lot of new submenu on People Hub - worker's record (Sales invoices, Private pension, Accrued holiday pay, Illustration) in CRM, AFAs have to choose and give necessary access to those menus for each role under the User Privileges screen. To learn how to give access to all your internal staff (each role), you can visit the below link.
Reversal Journal
For accrual journals that need to be reversed during the next period, you previously needed to manually create the reversal journal postings. This is now easier with the Reversal Journal option. You can read more about this here:
Adding notes to Bank Transactions, Sales Invoices and Payments On Account
This feature allows you to add additional information or notes to individual bank transactions or invoices. A useful example of this is if you receive a payment but are unsure which worker this relates to and a note can be added to that bank transaction while you follow up with the agency or sales team to find out further information.
Please read the article below for further information. In particular, look out for the @ feature to send message notifications internally within MDA to other colleagues!
Flexible year end dates in Financial years
We have provided the flexibility to choose any date of the month as the end date for the Financial Year. The next financial year period will be calculated based on the end date of the previous financial year. Please find more in the below article
Finance Improvements
We've refined certain aspects within the finance section to optimise its functionality and efficiency.
Provided the option to export data from the debit note screen
Additional fields Company Registration Number and Credit Limit are added to the customer section
The W/E date (Week ending date) column is shown in the group invoice's invoice listing grid.
We've upgraded the process for generating Aged Debtor reports, making it more responsive. These reports will now always reflect the latest data without any delay. The system now runs a midnight update, ensuring that records created during the day are promptly integrated into the report. Additionally, pending transactions are now included in the aged debtor report at the time of generation
Previously, the Trial Balance report showed no records were found if the account code balance was 0. Now we are showing 0 for the account codes with 0 balance on the Trial Balance Report
Provided cloning Finalised Purchase Invoices from the view screen with the option to update field values. You just need to enter the purchase invoice date, due date and reference details.
We have added the provision to capture the payment terms for the supplier record in the Supplier screen. The system automatically calculates the purchase invoice due date based on the payment terms.
Click on the account code balance within the Trial Balance report to seamlessly navigate to the corresponding entry in the General Ledger report, where the account code will be automatically populated. (Secret Tip 😉: clicking on the back arrow in General Ledger
will take you back to the trial balance - easy navigating) Option to create a credit note from the sales invoice screen. Please find more on how to do this
YERO Reminder
As you're nearing the year-end, you have to know what needs to be considered for tax year-end processes and what you need to do in the My Digital system to start the new tax year. Click here for more details.
Domain Verification
Increasing email security by validating the domain. This will also ensure that e-mails sent from your domains are genuine and that those you receive have not been spoofed. So it won't be marked as spam or rejected.
Please read the below article for more information:
Speed Improvements ⚡
Step 2 of Run Umbrella has been optimised, and invoices should now load quicker
Bug Fixes 🛠
Payroll will now fail for workers when the letter 'O' is added to their tax code instead of zero