Our latest updates introduce new features and updates to the Custom Report Builder, making it extremely flexible and customisable.
In addition, we've included improvements to general processes, like a new Contractual Pay Date and HMRC notification performance improvements.
You can read the complete set of release notes below.
Release Notes
Custom Reports and Report Collections
Customers can now combine a set of reports into a report collection. In addition, reports now support conditional operations and custom filtering, sorting, and grouping.
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New: Report Collection
- You can now group multiple .pdf custom reports into a Report Collection to download all in one .pdf document. See: Custom Report Collections
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Update: Revamped Styling for custom .pdf reports (Example a summary pay report, grouped by employment type
- New: Custom Reports can now have custom filters, sorting, and grouping.
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New: Introduced logic for conditional and logical operators
- More information on these can be found in Report Builder: Creating Custom Reports
- Fix: The Employee Data Report now exports the total earnings to date in the previous earnings section.
Payroll Calendar View
For bureaus, we've added a new calendar view in the Upcoming Payrolls section.
There, you will see the number of Concluded vs Open pay periods for each pay day.
HMRC Notifications
Our team has upgraded the HMRC-notification system, primarily to optimise performance for large companies and for employees with multiple notifications.
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Update: Notifications are grouped by employee and type (e.g. tax code)
- Fix: This change primarily eliminates duplicate notifications and optimises how the data is saved when multiple changes are detected.
- Update: Performance Optimisation in how Buddy fetches the data from HMRC, match the employees with existing profiles, and applies the changes. Combined, these performance updates can be up to 100x faster
- Update: Improved audit trailing for HMRC changes and created an HMRC Tax Code Changes report
Contractual Pay Date
In some situations, the contractual pay date for HMRC falls on non-working days (weekends or bank holidays), while the employee is paid on a working day.
As a way to distinguish the two, we've added a new contractual pay date.
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New: Added Contractual Pay Date
- This will default to the pay date set in the Pay Schedule Settings
- Contractual pay date will be used for HMRC payment date and to determine the tax period number
- Changing the actual payment date will not impact the contractual pay day
- The actual payment date will continue to default to the previous available working day.
Other Changes
We've applied several changes based on customer feedback and reports, including:
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Update: P30 Format into a singular page
- The P30 is now presented in a singular page format for easier readability by clients
- Fix: Resolved an issue where certain clients were able to conclude payroll, rather than review.
- Fix: Resolved an issue where the accounting Template failed to generate and could not be downloaded