Release Note - Version 2.0.22

Owned by Amber Jones (Unlicensed)
Last updated: Jun 02, 2020
3 min read

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 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"

Carvin Software LLC