We need to extract client lists, contact details, employee numbers, portfolio allocation etc etc on a global level for all clients. Currently there is no global reporting functionality.
Emily Libby
10 months ago
in Bureau
0
Future consideration
Is it possible to generate a report to show student loan / Post grad loan changes in the month the same as tax code changes report, or can you generate a report to show all HMRC Download changes that has been applied?
Stacey Hendry
about 2 months ago
in Reports
0
Future consideration
I would like to see the CIS suffered tax figures brought forward each month as it does in Iris Bureau Payroll to save keep adding up the total figures for each month for CIS suffered tax to claim on an EPS. It does ask to load values for this mont...
It would be easier if working patterns for salaried staff were just simple boxes in the employee section rather than having to set all different working patterns in the software then applying to the individuals. Also it would be good to have a box...
Guest
about 1 year ago
in Employee Setup
0
Future consideration
The following fields are displayed in the header row on the employee export but are always empty despite data being held in the system that is relevant. Would be very useful if these populated: Ni Earnings to LEL NI LEL to PT NI PT to UEL
Jennefer Willmore
4 months ago
in Reports
0
Future consideration
We regularly update employee records with additions and deductions, but there isn't an option to view the combined data for these payments for all employees within the system. It would be helpful to have a report that consolidates this data for al...
Shruthika Todupunuri
about 1 year ago
in Reports
0
Future consideration
To be able to enter a postponement date for employees. When migrating from other software you can't enter postponement dates and therefore to work around you have to change the company settings which isn't ideal as you then have to change it back....
Rebecca Shapland
4 months ago
in Pensions
0
Future consideration