Feature Requests

Our customer uses Quickbooks accounts platform and would like to export the sales and purchase data in the Quickbooks format to upload.

Is it possible for a free text box dropdown to be available on timesheets for each day of the week? Also, make sure that the text box information shows on the timesheet for both contractor and client. Rather than typing Works O/N into the Notes box on the timesheet, against each day would be better

Ability to 'lock' payroll - which will add newer timesheets to a separate tab, where late timesheet have been added and should not be included in current week's Pay & Bill process.

Can another column be added on the Timesheets page for 'Consultant'? This would make it easier for consultants to filter the online timesheets to their name rather than downloading a csv file

When a timesheet is wrong due to a break or incorrect finish time, it would be beneficial for the TS approver to be able to update and approve the timesheet rather than rejecting, explaining and re-submitting and approving

We would like to request a feature that automatically flags or prevents the processing of a timesheet if a shift has already been processed under the same placement (especially relevant for daily placements). We recently encountered a case where the same shift for a candidate was unintentionally processed in two separate payroll weeks, resulting in a duplicate payment. To avoid such errors in the future, it would be extremely helpful if the system could generate an error message or warning when a duplicate entry is attempted for the same shift within a placement. This validation is critical to maintaining payroll accuracy and avoiding potential financial discrepancies. We believe this enhancement would significantly improve data integrity and operational efficiency. Thank you for considering this request.

We operate more than 2 bank accounts across our clients but notice that there can only be 2 Invoice messages, i.e. Factoring or Non-Factoring. Is it possible to perhaps increase the Invoice Messages to 3 ?

A request to introduce ability to enable VAT calculation at the individual Sales Invoice line level. Currently, VAT is applied based on the total net value of the Sales Invoice. With this enhancement, VAT should be calculated per invoice line, allowing for more accurate tax treatment—especially in scenarios where different lines may attract different VAT rates or where rounding discrepancies need to be minimised. This update improves compliance and ensures greater accuracy in VAT reporting and invoice presentation, particularly for complex billing scenarios.

Include a processing date on margin report and the option to run by processing date. This helps when looking back at historical data.