Pinned ideas

PINNED Report Writer: Filtered Results

When creating Report Templates, create the option to apply some criteria to filter the results based on certain criteria. This will mean we don’t always get all the data, but just the specific data required. Example: I want a report showing me ove...

PINNED Report Writer: Grouping / Sub-Totals

When creating Report Templates, create the option to group results together, and create sub-totals for the groups. I also want to be able to only output the sub-totals themselves, rather than the underlying data. Examples: I want to group the resu...

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Showing 902 of 902

2 VOTE

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 11 months ago in Payrun 0 Future consideration

2 VOTE

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 11 months ago in Documentation 1 Future consideration

2 VOTE

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 11 months ago in Connected Services 0 Future consideration

2 VOTE

Allow invoices to be downloaded from billing

save you having to email VAT invoice each month

Guest 11 months ago in Accounting 0 Future consideration

2 VOTE

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

2 VOTE

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

2 VOTE

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

2 VOTE

Nil pension contribution from employee

We require to be able to have zero in the contributions by employee and just a fixed amount in the employer contributions (for Directors) however, if you have any at nil then they won't appear on the Scottish Widows CSV format (Workplace) this is ...

Diane Shaw 12 months ago in Pensions 1 Acknowledged

2 VOTE

NI Category location

It's best to add NI category next to NINO section instead of in another section to save time.

Guest 12 months ago in Employee Setup 0 Future consideration

6 VOTE

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

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