Release Note - Version 2.0.23

Owned by Amber Jones (Unlicensed)
Dec 22, 2020
4 min read

What’s happening in Version 2.0.23

Customer Module:

  • Ability to define “Departments” for more complex billing scenarios. A jobsite can be part of a department. One or more Jobsites can be part of the same department group.

  • Ability to add default Pay Types for a given customer. Example: the screenshot below has setup a default pay type of “bonus”. Anytime you a REG type record is added to an order for this customer, any of the default Pay Types will also be added to the order. This functionality exists to reduce steps when processing payroll for clients who frequently have the need for special Pay Types.

  • Added columns Customer -> Invoicing -> Payments -> Reference / Payment Note

  • Added full support for SERS / STRS based customers in the educational sector

MISC:

  • Updates for 2020 end of year filing requirements

  • Improved handling of Resident vs Non-Resident tax calculations

  • Added support for Essential Staff Care Bronze Plan

  • Ability to export all SERS / STRS reporting data

Payroll Module:

  • Ability to key in time and rates directly into the grid. **Enter key cycles through columns

  • Added “Records for this Personnel” to all “Bulk Set Value” right click options

  • Payroll notifications are now consolidated into a single notification when performing batch processes

  • New columns added to the “Preview Check” grid. You can now see the reference # for garnishments and the Wages being calculated for each tax / deduction. This will make tracking pre-tax calculations easier.

  • Added editable Comment field to Import Batch grid. Also added the name of the Last file imported

  • Ability to highlight multiple import batches at once for validation / processing

Personnel Module:

  • Added WOTC Screening Date field to the Personnel Module -> Profile -> HR Tab

  • Added “Exclude from Earned / Used Cycles” checkbox that will appear for adjustments records. This functionality adds more flexibility to the accrual adjustment process.

  • The software can automatically detect changes in personnel’s address and sync the appropriate locality taxes based on their geocode information. Optionally you can manual force a geocode sync or simply view geocode information based on their street address. The geocode information is accurate to the street block level. Please contact support if you are interested in enabling this functionality.

  • Added “Full Amount Only” condition. This condition will only withhold the deduction if it can with withheld in full; otherwise, nothing will be withheld.

  • Ability to configure flat amounts for Direct Deposit ACH. The flat amount will not be processed if the check amount does not exceed the flat amount. The flat amount can be transferred once for every ACH batch processed.

Setup Module:

  • Improved the pretax configuration options for taxes / deductions

 

Carvin Software LLC