...
For outsourcing and HR service types, the period options will show month and year.
6.
...
Outsourcing contacts
If a user has access to any outsourcing services they will see a section for outsourcing support on the Contact Support page.
Customer Statements
The customer statements that can be produced from the Aged Debtors report have had a number of enhancements:
- Header formatting and alignment has been improved
- An optional footer can be set to be displayed on each statement page
- Both the email text and payment advice sections can include coloured text.
Bacs Type
Payroll services now have a Bacs Type option which can be set in the admin screen.
If RSM do not manage Bacs payments for a payroll this should be set to Non Bacs. When set to Non Bacs, tasks relevant to Bacs payments will be hidden on the Task Dashboard.
If this is set to Auto Bacs with Approval, the Approval options will be displayed.
Other changes
General improvements and enhancements to portal functionality:
1. Custom signature
Users can set their own message signature in the Account Settings screen. This will be added by default to each message and reply in the message centre.
Customer Statements
The customer statements that can be produced from the Aged Debtors report have had a number of enhancements
Other changes
1.
Tasks
...
2. Improved file upload
The file upload in the document centre has been updated to show improved status and progress when uploading files. It also now allows drag and drop upload. This makes the process of uploading multiple files and larger files much easier.
