Feature Requests

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

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.

The Client ID field has now been added to the Timesheet Import process. This enhancement is designed to support scenarios where Client Contact and Client Location IDs may be identical across multiple client records within the same database. In such cases, relying solely on contact or location identifiers can lead to ambiguity when assigning timesheets. By including the Client ID, the system can now accurately associate each imported timesheet with the correct client record, ensuring greater precision and avoiding misallocation—particularly in environments where multiple clients share similar or overlapping contact/location information. This improvement enhances data integrity and ensures that timesheets are consistently linked to the intended client.

A new VAT code, "Out of Scope", to be configured at both the Company and Client levels. When selected, this VAT code will automatically apply a 0% VAT rate, and the relevant transactions will be treated as tax exempt. This will be clearly reflected on both Purchase Invoices and Sales Invoices, where the VAT amount will show as 0%, with an indication that the item is out of scope for VAT. Additionally, these transactions will be reported accordingly in VAT reports, ensuring accurate representation of 0% VAT activity and compliance with relevant reporting standards.

A new feature has been introduced to allow the removal of the "Sales Invoice" prefix from the file name of attachments sent via sales invoice delivery emails. This enhancement provides greater flexibility for customers who prefer a cleaner or more customized file naming convention when sending invoices to clients. When enabled, the invoice file will be delivered without the default "Sales Invoice" text at the beginning of the file name - only including the sales invoice number.

This update introduces a new configuration setting that determines whether the External ID from the candidate record is included in the file output. While the file will always display the Candidate External ID field as part of the structure, this new setting will control whether that field is actually populated with data pulled from the candidate’s record. If the setting is enabled, the External ID from the candidate record will be included; if disabled, the field will remain blank. This allows greater flexibility depending on customer requirements or data-sharing preferences.

Can we have a delete option in setting tab where we can delete old consultants, which then do not reflect while selecting one - during batch entry.

When Sales Invoices are sent and additional email addresses are added, you can't see them in Manage Emails as they are CC'd.