Introducing Release 9.17

Written by Caitlin Williams

We will be updating Payroll Tax thresholds for 2016-17, making it easier to add Transaction Dates to invoice payments, and updating the Customer Sales Details “Line Items” export to include PO numbers.

There have also been regular bug fixes and performance improvements.  If you have reported any bugs that have been resolved in this release you will be notified by the Client Services team directly.

Advance Notice
In September, we’re going to introduce password protection on the PDFs of payslips and payment summaries that you send to your employees. To ensure your employee’s can open their payslips, you must ensure that correct birthdates are entered into the system before the end of August.

The encryption will use the employee’s DOBs as the password. If it is missing from the profile, we won’t send an attachment and the employee will need to login to the portal to access these documents.

You can check DOB’s in the Detailed CSV Export of the Superannuation Report (Reports > Payroll > Superannuation)

Improvements

PO Numbers in the Customer Sales Details Export

Reports > Invoices > Customer Sales Details

The “Line Items” Export now includes a PO Number column.  Where the line item has a PO Number, we show this – when it doesn’t, but the invoice does, we show the invoice PO Number.

Transaction Dates on Invoice Payments

If you have transaction date functionality enabled, you’re now able to assign a transaction date to invoice payments when viewing an invoice.  This is useful for GL integration payment exports – where we’ll now use the transaction date on the invoice payment, when present, or fall back to the payment date.

Feature Reminder: Permission Groups

Permission Groups allow you to control which employees an Administrator is able to see on the portal. Permission Groups are often set up using a simple structure of “Permanent / Contingent” but you are able to create Permission Groups to match your organisational hierarchy.

Employees are assigned to a Permission Group, and you then allocate the Permission Groups that an Admin is able to see.

If an Admin does not have the relevant Permission Group then they won’t be able to see anything about those employees, including the user profile, timesheets, payroll or invoicing data for employees.

This feature is most commonly used for splitting out Contingent and Permanent employees, so Permanent employees can be paid though the Astute Payroll system.

The Permission Groups are available as filters through a wide range of reports, so also provide a really effective way to manage your data.