What’s happening in Version 2.0.22
Customer Module:-
Customers will now receive Invoices and all of the documents combined into a single pdf.
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Ability to set how an Invoice’s documents are attached to the Invoice’s pdf
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Example of what the 4 separate pdf files would like under the “4 Document Per Page” setting:
The attached documents would be merged into the main invoices PDF file.
Example:
Page 1 = Invoice Page
Page 2 – X = Merged Documents depending on the “Attachment Format” setting
See the “Invoice Attachment Consolidation” help file in the Reminders module for more information
or ask the support team.
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The following warning message will display if a customer with the same name or Tax ID is entered
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Ability to see what order # a given document was originating from
Invoicing Module:-
Double clicking on records in the Invoice Reprint tab now automatically views the invoice
MISCMisc:-
Ability to export Essential Staff Care MEC plans from the file menu
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Ability to export PEO Data from file menu. This is an alternative to exporting via the Report Module.
Personnel Module:-
Electronically order Background checks from the software
When a the background check is completed it will automatically update within the software and you
can configure certain events to happen based on a Pass / Fail (auto terminate, etc). You can be
emailed / texted the full Background Check Report via the Reminders system for both pass or failed
results. Also, the background check can be viewed from a web browser by copying the Report URL.
Email support for additional information.-
Added support for the “Reduced Withholding” parameter for the Missouri W4
Reports Module:-
Updated Print / Export menus
Setup Module:-
Added Discretionary data field on Bank Accounts tab for certain NACHA ACH file support
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Ability to set the default “Attachment Format” for newly inserted Customers
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Add multiple background check types and configure what happens if they fail. Ability to have
software automatically order background checks for newly placed new hires.
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Added flexible “Auto Reset” functionality to the existing checklist system. The check list system
ensures specific company processes are reconciled prior to being able to service a customer / send a
worker out. Please contact the support team if you want to learn more about how the checklist
system can help streamline your business and save time.
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W2 boxes on SDI and FLI tabs
New Permissions-
Order Background Checks -Determines if this user can order background checks from the
Personnel Module -> Profile -> Background Check Tab
Reminders:
New Reminders-
Personnel: Background Check Failed - Notice when a Background result comes back as "failed"
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Personnel: Background Check Passed - Notice when a Background result comes back as "passed"