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Outsourcing changes

At the moment the client portal is predominantly used for payroll services, but in order for other clients service lines such as Outsourcing and HR to utilise the document sharing and messaging functions of the client portal, the following wording changes are being released:

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To avoid confusion the admin section previously called 'Client Services' has been renamed to 'Client Applications'. This will only affect admin users as the end users see these options as 'Applications' on the menu anyway.

UI Changes

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3. Changes to the standard dashboard

The welcome wording on the standard dashboard has been updated to be more generic, referring to 'services' rather than 'payrolls'. There is also a Your Contacts section which will show details of client contacts if they have been set.

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Client contacts can be set up by admin users in the Client Admin area.

Customer Statements

The customer statements that can be produced from the Aged Debtors report have had a number of enhancements

Other changes

1. 

Tasks

Based on the feedback received the following changes to the task dashboard are being released: