Buddy's first update of the year prioritises resolving edge cases regarding FSS submissions. In addition, we've tailored the bureau experience and added new features to improve the experience of managing clients within Buddy.
For the full details on these changes, check out the release notes below.
Release Notes
Accounting
The new accounting page allows companies to manage their ledger and cost centres using custom journal rules.
- Create Cost Centres and Ledgers within Buddy
- Allocate expenses to their corresponding Accounting Journals
- Create Custom Rules for specific Pay Items, Employees, or Departments
- Integrate with Accounting Platforms, including an upgraded version of our Xero Integration
- View the default accounting behaviour from an accounting sub-page in each employee's profile
People Page
- New: Buddy now supports multiple bank details for employees. You can select the % payment that will be transferred to each bank amount.
- Fix: Resolved a visual issue where ticking checkboxes moved them slightly upwards.
Tax Forms
As the FS7 Submission deadlines draw closer, our team has worked on new features and improvements to assist with submitting FSS directly through Buddy's FSSXpress™.
- New: View and Edit the FS3's Weekly Wage Breakdown to override FS3 values
- Fix: Resolved an issue where the FS3 page would load without showing the values in the interface.
- Fix: Resolved an issue in which employees terminated on 1st January were not included in the FS3s.
- Fix: Resolved an issue in the FS3's download all .pdf generation, where 1 FS3 from each set of 100 was excluded from the combined document
- Fix: When the SSC totals to 100c, the Printed total will add €1 to the final total
- Update: FS3s for employees terminated before 1st January will automatically have dates set to 1st January
- Fix: Updated the FS5 printing to align PE numbers and values in their respective boxes.
- Fix: Resolved an issue where certain conditions could lead to the FS5 to show no value
- Fix: Resolved an issue where payrolls extending from 2024 to 2025 were not being reported in the December FS5
Run Payroll
The payroll process has been improved to reduce the experience of inconveniences.
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Fix: Resolved an issue where base hours would default to 0 for part-time employees.
If this still occurs on pre-existing data, you are asked to Clear Payslip and then Refresh to clear out the original data. - Fix: Adjusted issue where custom salary allowances could not be edited within the Run Payroll page
Reports
Following our introduction of Custom Reporting, we're introducing additional customisation and quality of life changes
- New: In the Reports page, you can now select whether you'd like to exclude or zeroisee draft payslips from payroll reports
- New: Apart from selecting Report Type, a File Extension override can also be applied (e.g. a .csv type report can be exported as .txt)
- Fix: Resolved an issue where custom employee data reports would be downloaded as blank
- Fix: Resolved an issue where dates could prevent a custom report from being downloaded
- Fix: Improved visual alignment of columns in the payroll report
Settings
Company settings can be customised further with more pay-day and pay item options.
- New: Companies can pre-set filename templates for different reports/downloads.
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New: Pay schedule settings now support additional pay days:
- Penultimate Day
- Penultimate Working Day
- 1st/2nd/3rd/4th specific weekday of the month
- A specific weekday before the Last Sunday (e.g. a Friday before the last Sunday).
- New: In the Permissions tab, we have added a set of filters to view a subset of specific permissions (e.g. Payroll Permissions).
- Fix: Bank settings that have batch enabled will now see the toggle visibly enabled
- New: Multiplier type of allowances can now have their default amount/rate set in the Advanced Pay Item settings.
- New: Introduced two new types of Deduction Types: Hourly Deduction and Daily Deduction
Advisor Tools
We are continuing to increase bureau-management tools to allow better customisation
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New: Bureau Dashboard
Review data from your dashboard to see patterns of client growth and your performance -
New: Report Packs
After the recent update to the Report Builder, we have finalised the missing pieces to get the Report Packs to tip-top shape and support pre-set reporting packs - New: Bureaus can now view Detailed Transaction History on each transaction
- New: Additional permission levels have been introduced to Advisor Team Members
- Update: During the Payroll Review process, files can now be uploaded
- Fix: Resolved a visual issue where pricing rates showed a higher amount than the selected plan for those on Pay as You Go
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New: Bureaus can now set multi-level approval requirements for client reviews
Onboarding and Migration Tools
Alongside the bureau management tools, we are introducing new tools and improvements to migration tools, including Parallel Run with automated matching.
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New: Parallel Run
Introduced a new parallel status in the setup flow, allowing users to upload an original payroll report and compare calculations within Buddy -
New: Organisation Import
Bureaus can now import clients in bulk, using data from spreadsheets -
New: Improved Employee Import
- Rather than forcing you to use Buddy's template, the employee import now supports custom mapping. This tool can also be used to import salary allowances and employee changes.
- Update: NI Number is now a non-mandatory field when importing in bulk
- Update: A new sheet within Employee Import Template has been added for Departments. This allows users to add Departments that haven't been added to Buddy yet.
- Update: Departments will be automatically created if they do not match an existing one on Buddy
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New: Pay Item Settings Import
Custom Allowances can also be imported in bulk. This also supports the importation for overtime rates. - New: When importing Totals to Date, users can now select the Tax Year in the import screen.
- Update: When importing secondary imports (e.g. overwrites, parallel runs), NI number can now be used to identify employees
- Fix: Leave application import has been updated to resolve issues with reference/NI mapping to employees.
- Update: Numeric values now support importation where the fields include comma values as part of the text
EverRoll™
As part of our focus on bureau-management, we've resolved few issues relating to automated payroll
- Fix: Resolved issues where scheduled tasks were not being processed on their due date
- Fix: All scheduled tasks will now correctly have a status set to show their current state
- Fix: Corrected the spelling of "Cancelled" to ensure that the filtered data shows any cancelled actions
- Fix: Resolved a visual issue where 2025 due dates were showing as 2024, despite still being executed in 2025
Workforce Integration
- New: Users will now have the option to disable the sync of leave balances to Workforce
Xero Integration
- New: Users can choose between sending Journals and Bills
- Fix: With the new upgraded integration, this should resolve any issues experienced with disconnected Xero accounts
- Fix: Resolved issues where Xero SSO log-in was failing
Other changes
- New: Option to encrypt PDFs with common passwords such as Date of Birth
- Fix: Improved Session Handling so that expired login sessions are automatically shown on the login screen.
- Fix: Resolved an issue where the drop-down search in large companies was excluding a few employees
- Fix: Removed the Back button from the first page of adding a new company.
- Fix: Additional validation was added to block the creation of timesheet entries if the session has been invalidated (e.g., by switching companies on another tab).
- Update: Introduced additional validation to integrations to block timesheets with invalid (future) dates.
- Update: If a user does not have an employee account, they will no longer see the Switch to Employee Portal button.