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...
I want to be able to slice the dashboard view and apply multi filters on processor, date due, approval date, finalised date, pay date, bacs & status to be able to better manage what is outstanding within the Bureau for specific pay dates etc. ...
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...
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...
Being new to Staffology, it seems that there is a lot of back and forth between tabs when processing a new employer / payroll which accumulates additional time. It will be helpful for any newbie to view the tabs in the order of process, i.e: Dashb...
Pooja Patel
about 1 year ago
in Dashboard
1
Future consideration
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...
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...