It would be helpful to have a tick box or toggle option on the client profile to mark a client as "On Stop." When enabled, this status should trigger a visible warning—such as highlighting the client in red or displaying a prominent alert—across r...
Quick preview of the current payslip on the employee tab
It would be helpful to be able to quick preview a payslip when in the employee tab, for some changes to BIKS, pension and standard information the processor has to go all the way out to the payslips tab to view if the amendment has pulled through.
Unable to see the payroll processor if we're not using Approvals
We have assigned the relevant member of our bureau staff to each client. However, we do not want to change our existing method of validation / approval and have therefore left the "Approval" box unticked in the Bureau Settings of the client record...
On the list of emplopyers you can see RTI/Pension/Auto Pilot. It would be extremely helpful to see unactioned HMRC Notices on this page for each payroll. So to allows us to see which payrolls we may have unactioned notices at a glance.
Could you add a column on the 'Employers' list for email automation status?
Sometimes email automations are made inactive for one reason or another, and a payroll could be finalised with this setting inactive - meaning the client doesn't receive the payroll. This is even more of an issue if auto-pilot is enabled. A column...
We need a task tracker that pops up in the main dashboard and in the employees' panel. Each line added should be able to be ticked off to show completion. Each line should be dated and assigned to the month it needs to be actioned in. These tasks ...
We are working with multiple companies. When an employee contacts us for any assistance, they wouldn't tell us who they work for. It would be easier to have a search box on the main page. Thank you.
Ability to see at a glance any companies with outstanding recoverable PAYE not already sent on EPS
A visual indicator on the companies list would be beneficial to show when any company has a recoverable YTD paye balance that has not yet been claimed on an EPS. I.e. The total last figure claimed by EPS does not match the current YTD balance in t...
Total costs figure in dashboard - Accuracy and improvements
It would be good if the total costs within dashboard showed what was included within each heading. For example, if you hover over "Other", you would see what was included to make up the total "Other" figure. Additionally, the accuracy needs lookin...
On the dashboard we can see columns showing current pay run and BACS info - can we have a waay to amend these columns, as I have a need to view by both Pension and HMRC data. Currently to process HMRC for all or clients, I have to enter each clien...
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