Outsourcing changes

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

1. 'Services' not 'Payrolls'

In all shared areas of the site, wording that referred specifically to 'payrolls' is being updated to 'services.' Services have a type, which can be one of: Payroll, HR or Outsourcing. All lists where a mixture of service types is possible will show "name (type)". 

Areas of the portal that are specific to payroll service lines will still use the word 'payroll', for example in the Task Dashboard.

2. 'Client Services' become 'Client Applications'

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.

3. Changes to the standard dashboard

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

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: