New Features
Today, we are releasing new features for Advisors and Partners. In this announcement, we'll be highlighting the key functionalities of these features and how they will radically simplify your workflow:
- Revamped Advisor Page
- FSSXpress™ (Express Electronic Lodgements)
- All Client Submissions in One Page
- Joint Submissions for Shared PE Numbers
- EverRoll™ (Automated Payroll)
- Getting Started
- Guided Self-onboarding for new companies
For the full details of these releases, as well as other updates (including Minimum Wage Checks), refer to our Release Notes.
Revamped Advisor Portal
The Advisor Page is now more prominent, with the previous horizontal menu now transformed into a vertical menu. This menu is now purple to differentiate from when the user is accessing a company account.
These changes were necessary to enable new buttons for the new features being released.
FSSXPress™ for Advisors and Joint Organisations
At the start of 2023, Buddy launched the first version of FSSXpress™, which allowed users to submit electronic lodgement files through Buddy.
In the new FSSXpress™ page, Advisors can now sign in with their e-id, validate, submit and keep track of all clients' electronic lodgements from a single page!
Joint Submission Data
The FSSXpress™ page can also be accessed by users who have multiple companies or accounts in their organisation.
One of the key features is that if two or more of these companies share the same PE number, the submission feature will automatically merge the data and submit it as a single company. Once submitted, an FS7 with the joint data can be downloaded.
EverRoll™ (Beta): Automated Payroll for Partners
Buddy is introducing Automated Payroll under EverRoll™. Oftentimes, payroll service providers have a high number of low-touch clients. These payrolls are often consistent and require little input.
With EverRoll™, advisors can schedule dates for drafting payslips, concluding payroll and sending reports. This allows advisors to focus their time on more critical aspects of payroll and accounting while being kept up to date with email notifications.
Note: EverRoll™ is currently available for free in Beta to all advisors. This will later be only eligible for Advisors with a Partner license and would require the company to have the Essentials tier enabled.
Revamped Create Company Flow
Lastly, when creating a new company, all users will find a new Getting Started page. Before activating the company, all the required Setup Steps need to be completed to ensure that no necessary details are accidentally omitted.
These steps come with a set of to-do, referencing our user guides. This should simplify the onboarding process for all new companies, whether an advisor's new client or a new user signing up to Buddy for the first time!