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Split the email and letter templates in the template settings

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Sam Collett 12 months ago in MIscellaneous 0 Future consideration

Exchange/Google Workspace connection to send email notifications or Auto Emails from personal email address

For a user who has multiple clients, have the ability to, in addition to using the SMTP settings, have a connection button to send from Microsoft Exchange/Google Workspace so you can log in to your account and send from that email address.
Sam Collett 12 months ago in Payrun 0 Future consideration

Employee Note Type

Currently, the note type has items below. It would be good to add "Pension" as well as some clients on the same scheme may have certain notes for some employees.General NoteNew Starter Statement Right to Work Proof P45 Thank you
Guest 12 months ago in Documentation 1 Future consideration

Validation process for connected services

We are currently trying to streamline our clients by using as much of the automation and available API that the system can offer and are finding the process very jarring. A validation or test process would make this a lot better as each time we at...
Jennefer Willmore 12 months ago in Connected Services 0 Future consideration

Allow invoices to be downloaded from billing

save you having to email VAT invoice each month
Guest 12 months ago in Accounting 0 Future consideration

Leave Date added to Loans Report

Could a leave date be added to the loans report, whilst this is a useful report the leave date would make it eaiser to filter and use for reporting.
Guest 12 months ago in Reports 0 Future consideration

Automatically email Invoices out rather than having to log in to download them

Saves time having to log in & can automatically go to Finance team in real time
Guest almost 3 years ago in MIscellaneous 0 Future consideration

Create a Payment Element Detail Summary Report as per 12pay

The Payment Detail report in 12pay gives you the monthly summary of all categories such as Basic Pay/NI/PAYE/Pension/Expenses etc of all employees which is a massive help for the wages journal if you are splitting the journal by department
Mark Griffiths 12 months ago in Reports 0 Future consideration

Add direct debit option on the method to pay HMRC

Many of my clients set direct debit payment on PAYE and NI payment to HMRC. However, this is not an option on staffology. So the "payment required" report can only show Credit as the payment method, which is easy to make the client confused. It is...
Guest 12 months ago in Reports 0 Future consideration

Staffology API to Natwest Autopay

An API would be great to automate payments to Natwest Autopay
sarah carter almost 2 years ago in API Direct 0 Future consideration