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Preview email templates with dummy information

Also, change the text editor to a WISYWIG editor or have the ability to preview the email with dummy information from the token.
Sam Collett 8 months ago in MIscellaneous 0 Future consideration

Split the email and letter templates in the template settings

No description provided
Sam Collett 8 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 8 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 8 months ago in Documentation 1 Future consideration

See all FPS that have been sent, not just the latest one

To see all FPS sent and when they were sent as well as the IRMark is required so we have the full picture of what HMRC received, at the moment we can only see the latest FPS that was sent.
Georgina Richards about 2 years ago in RTI & Notices 1 Already exists

Remove mandatory passwords on emailed payslips

Please remove the mandatory passwords from payslips emailed - this should be optional per payroll or employee as it was before - as an accountant with many clients payrolls I have been inundated with messages asking for them to be removed - I don'...
Guest over 1 year ago in Payslips 7 Will not implement

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 8 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 8 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 8 months ago in Reports 0 Planned

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 8 months ago in Reports 0 Future consideration