What’s in preview
Adds a new report for non monthly payrolls or mixed payrolls to provide a breakdown of the monthly amount owed to HMRC similar to the old P32. Amount owed to HMRC is hyperlinked to provide a full breakdown.
Adds a new report to the bureau payroll plan to list all clients for a chosen month and the monthly amount owed to HMRC similar to the old P32.
Adds functionality to Payroll Overview for monthly payrolls to include “Employment Allowance” column.
Improves the user experience by recording the tax code of an employee on the P11 report to provide a full history of tax code changes by month.
Improves the user experience by prominently displaying an employee’s name when editing employee details or a contact’s name when editing a customer or supplier.
Improves the user experience by including customers with unverified email addresses when bulk emailing customer statements.
Improves the user experience by allowing users to unverify CIS subcontractors.
What’s gone live
Addresses an issue where it was possible to allocate a credit note against a refund.
Addresses an issue to prevent fully paid credit notes appearing on the bank import tool as available to allocate against.
Addresses an issue to allow a paid off credit note to be copied and for all refunds to be listed in the list of paid invoices.
Improves the user experience by adding CSV export functionality to the VAT return page.
Addresses a rare issue in which excluding items from a VAT return could cause other items to be unintentionally excluded.
Removes the VAT Payable account code if you use our standard approach to VAT returns to remove confusion. Customers using the VAT journal toggle feature are unaffected.
Adds an explanation detailing how auto enrollment pension is calculated in the first month of auto enrolling.
Addresses an issue in which if you process payroll in a tax year subsequent to an employee start date, the system would bring forward previous pay and income tax information, if set.
Fixes a defect that was pro-rating base salary twice for the purposes of pension contribution calculations for an employee who joins part way through a month.
Fixes a presentation issue in which a message incorrectly displays “This is a qualified scheme” even if “Qualified scheme” has not been selected.
Removes the NICs boxes from pay from a previous employment per guidance from HMRC that these are not needed. This will go live on 6th April.
Improves the user experience by allowing an EPS to be filed for previous years from 2014, instead of the current and previous tax years only.
Fixes an issue with payroll processing where employee start and leave dates weren’t inclusive e.g. if your payday was on the 1st of the month, and an employee started on the last day of the previous month, they weren’t included on the payroll.
Fixes an issue with aged creditor and aged debtor reports, where the CSV export had two columns with incorrect headings and the total row was not aligned.
Fixes an issue with management reports where dates in the heading were off by one day in some cases when reporting in leap years.
Improves the user experience by not breaking multi-line table rows into two parts when such row falls to the bottom of the page.
Addresses an issue where emailing draft purchase orders was possible. This was inconsistent given other draft documents cannot be emailed.
Improves the user experience for purchase orders by allowing them to be saved as either a draft or as complete.
Improves the user experience by allowing occurrences of 1 for recurring invoices. Some customers use recurring invoices for one-time scheduled invoice creation.
Addresses an issue where draft quotes could show up on customer statements.
Improves the user experience on the mileage tool to order employees alphabetically.
Improves the user experience by adding to our mileage tool the latest advisory fuel rates effective from 1st of March 2017 as advised by HMRC.
Improves the user experience by displaying the status of purchase orders on the list of purchase orders.
Fixes an issue which caused some recurring journals to not recur immediately after a month with less than 30 days in (i.e. immediately after February).
Addresses an issue that could cause old old attachments to be attached to the wrong invoice.
Fixes an issue which temporarily prevented adding attachments to quotes- and purchase order emails.
Improves the user experience by improving the performance of large mass updates on the bank import tool.
Partner area payroll
Addresses an issue on the payroll bureau page to correctly show the total number of clients using payroll.
Addresses an issue to ensure automatic fixed asset depreciation journals for February occur on the 1st of March.
Improves the user experience such that when the “Deprecation to” filter is empty, a message no longer displays “Net book value” and “Deprecation value” amounts.
Fixes an issue with the help panel where some of the suggested support guides linked to pages that no longer existed.
Improves the user experience of user permission handling to allow bulk updating account code visibility by anyone with suitable permissions and not just admins.
Addresses an issue to prevent creation of dividends in locked or non-existing accounting periods.
Improves the user experience by adding a new entry to the audit log when the expense payment type is changed on the toggle features page.
Improves the user experience by removing the Fubra passport icon from user permissions on some old accounts given the Fubra passport has not been supported as a login method for several years.
Improves the user experience by being consistent with the use of the wording “lookup rules” replacing instances of “Import rules”.
Preview coming soon
Adds new margin reporting capability. Setup requires mapping Sales account codes to Purchase account codes.
Adds a new margin report that compares margin for selected account codes for a given date range against a prior period.
Adds new reporting functionality to view the profit and loss figures on the margin report as a percentage of revenue and view profit and loss figures in a period against a comparative period.
What’s in planning
Addresses an issue where it was possible for some customers to set up multiple VAT periods with no end date. This update directs such customers to our integrity tool to fix the issue.
Improves user experience for customers on the Flat Rate Scheme by providing a message that a transaction will appear on a VAT return when a bill is created with a line item for a fixed asset that is over £2k in value.
Improves the user experience of the VAT return by showing zero rated sales invoices in box 1 of the VAT return for consistency with current behaviour for purchases in which zero rated bills are shown in box 4.
Improves the user experience on a VAT return to show invoices with line items that are using mixed VAT rates.
Improves the user experience on a VAT return to show expenses with VAT treatment set as Goods from EU Supplier to display in boxes 2 and 4 of the VAT return at 20% in the same way that bills do.
Improves the user experience to show credit notes against Capital Goods over £2,000 on a VAT return on the Flat Rate Scheme.
Improves the user experience to give a warning message that VAT needs to be repaid to HMRC when a Capital Good over £2,000 is sold on the Flat Rate Scheme.
Improves the user experience on the Flat Rate Scheme to only allow full credit notes of Capital Goods against invoices of Capital Goods.
Improves the user experience to prevent Capital Goods purchases from having their account codes changed if included on a VAT return or if part paid.
Addresses an issue on VAT cash accounting in which an expense included on a confirmed VAT return could be deleted.
Adds functionality to account for the VAT on Payments On Account (POA) in accordance with tax point rules per HMRC. When creating a VAT return a customer is able to view a list of all POAs, choose the relevant VAT rate and which POAs to include on the VAT return.
Addresses an issue which allowed multiple VAT periods without an end date existing the same time. This was possible to do so, by pressing the update button next to a previous VAT period, which removed the previously configured end date. After this fix, end date modification is only allowed for the latest VAT period and for corrupted VAT periods which currently don’t have an end date due to this defect.
Improves the user experience by providing descriptions of key account codes.