Release Note - Version 2.0.22

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

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.

-The following warning message will display if a customer with the same name or Tax ID is entered
-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
MISC:
-Ability to export Essential Staff Care MEC plans from the file menu
-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
-Ability to set the default “Attachment Format” for newly inserted Customers
-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.
-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"
-Personnel: Background Check Passed - Notice when a Background result comes back as "passed"