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.
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:
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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 for more information
or ask the support team.
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
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Invoicing Module:
Double clicking on records in the Invoice Reprint tab now automatically views the invoice
Misc:
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
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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
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Reports Module:
Updated Print / Export menus
Setup Module:
Added Discretionary data field on Bank Accounts tab for certain NACHA ACH file support
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.
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
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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"
Personnel: Background Check Passed - Notice when a Background result comes back as "passed"