What’s in preview
Adds functionality to list credit notes under ‘recent invoices’ on the bank import.
Adds functionality to allocate a payment against a credit note on the bank import tool.
Adds functionality to allow a payment to be allocated against a credit note when using quick pay.
Adds functionality to allow a paid credit note to be marked as reconciled on the bank import tool.
Restricts the allocation of a payment against a credit note to be for the full amount of the credit note only.
What’s gone live
Adds functionality to allow edited draft invoices to accept net amounts of 0.
Adds functionality to show item names on delivery notes if Invoice items is toggled on. This replicates the behaviour of showing item names on invoices.
Addresses an issue where it was possible to send invoice emails to an unlimited number of recipients by limiting the total number of recipients (including TO, CC, BCC) to a maximum of 10 recipients.
Fixes an issue on cash accounting to ensure settlement discounts behave like a normal discount but retain the settlement discount terms on the invoice.
Addresses an issue in which it was possible that “Auto sender” emails weren’t sent for new approved invoices.
Addresses an issue in Chrome 56 were selecting a new customer / supplier when creating an invoice resulted in default contact details not being set.
Fixes an issue where it was possible that the due date on an invoice was set at 30 days on the create invoice page, instead of using the global default set under Invoice preferences.
Addresses an issue in which the attachment panel when manually emailing invoices was not working for Edge browser users.
Improves the user experience by adding a breakdown of days and minutes to the dashboard Timesheet widget, in addition to the existing hours.
Improves the user experience by allowing project lists in timesheets to be ordered alphabetically.
Improves the user experience to present 60 minutes as 1 hour on the Timesheet widget on the dashboard.
Adds the functionality to allow timesheets to be saved even when a closed project is selected.
Improves user experience by renaming ‘Lookup rule’ on the Bank Import tool to ‘Bank import rule’ to better reflect what it is.
Fixes an issue where a negative allocation amount could be entered on the bank import tool when allocating a payment against a refund. Now only a positive amount is allowed.
Fixes an issue where the bank name wasn’t showing up on the payment details page, if the linked bank account was archived.
Improves the user experience in which some customers experienced jerky scrolling on the bank statement explain screen.
Improves the user experience to show the total of outstanding invoices on the payment allocation page.
Removes VAT rounding toggle feature on 28th February 2017.
Made VAT returns downloadable via CSV as opposed to just PDF.
Restricts VAT returns created prior to 2010 to be read only due to legacy VAT return functionality being deprecated.
Addresses an issue in which VAT was shown on an invoice when the selected VAT treatment was “Outside of EU”. Now the VAT rate is not shown as VAT is not applicable outside the EU.
Fixes an issue when paying off refunds on cash accounting that could cause the transaction to be reversed.
Addresses an issue to ensure that excluded VAT line items for a purchase created using cash accounting on the standard rate VAT scheme are excluded from the VAT return.
Fixes an issue where the merging of an employee with approved expenses into a supplier could cause approved expense transactions to lose their account code.
Adds an error message when merging an employee into non-employee, preventing this behaviour.
Adds an error message to prevent an issue where it was possible to use the quick pay functionality to allocate a negative payment against a sales refund.
Fixes an issue in IE11 that prevented HMRC mileage rates from being displayed on a mileage claim.
Improves validation to prevent setting “Date shares were brought forward” to a date in the future when creating shareholders.
Improves the user experience by displaying an event name, in addition to the event time, when viewing the overview of events for multiple clients.
Adds functionality to handle carriage returns on imported reports.
Adds functionality to display up to 1000 results on the Transaction report.
Addresses an issue where pagination was not correctly handled on the community forum resulting in empty pages.
Improves the user experience when a customer logs in to only show the new preview alerts popup once, even if the same customer logs in on a different PC.
Adds functionality to submit company bank details in an EPS. This is an HMRC requirement as this is the method HMRC will use in the future to make repayments when they arise.
Adds support in payroll for the new tax year starting April 2017.
Adds support in payroll for Scottish income tax changes coming into effect in April 2017.
Adds support in payroll for auto enrollment contribution rules effective from April 2017.
What’s in planning
Adds new margin reporting capability. Setup requires mapping together up to two Sales account codes and up to two 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.
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.
Adds functionality to Payroll Overview for monthly payrolls to include “Employment Allowance” column.
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.
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 recording the tax code of an employee on the P11 report to provide a full history of tax code changes.
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.
Addresses an issue such that a new director with pay from a previous employment but who has no previous employee NICs from previous employment, will not have their NICs calculated based on previous pay.
Adds an explanation detailing how auto enrollment pension is calculated in the first month of auto enrolling.
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.