We are pleased to confirm the upcoming release of InPay V9.2. This will be available to you on 14 August.

Listening to our users is important to us, and therefore we hope that you find these changes useful, and they help in streamlining your business processes. We always value feedback, so please contact account management if you wish to discuss anything further.

All previous release notes can be found here: InPay release notes.

Key highlights

Ability to add notes to a CIS record is now available.

Changes to our export from RSM InTime to InPay, to allow further financial data to be transferred.

New features:

Ability to add notes to a CIS record

RSM InTime and InPay integration

Improvements:

Reporting: Ability to run tax changes by period against all payrolls; decimal places on pay summary detail report; NMW report update; new layout for P32 YTD by payroll current report

Pensions: Pension scheme reference field

Nest: New error message for Nest pensions; Nest schedules; alternative reference field for joiners on Nest

Importing: Improved validation checks on dates; locked custom importers; custom import and blank pension columns; error message for illegal characters; partial imports and summary report

Exporting: Ability to export apprentice information; ability to export all custom analysis fields; ability to add zero pay gross and net; locked custom exporters; peoples pension and group level data; additional fields in pay summary history

New logged out notification when session has expired

Supplementary runs: Supplementary runs and nominal mask journals; payslip portal messages

Pay elements and back pay elements

Enhanced validation on employee names

InPay and People Manager integration

Holiday accrual on pay immediately holiday schemes

New features details

Ability to add notes to a CIS record

If you are using InPay's CIS function you will now be able to add notes to an individual record the same way you can to add notes to PAYE employee. Click on the CIS icon in the top right-hand corner, you will then see the CIS menu option in the green menu bar. Within this menu option you can select notes.

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RSM InTime and InPay integration

You will now be able to export additional financial information when exporting timesheets from RSM InTime to InPay. Depending on your configuration you can have all the sales and purchase financial tag fields from RSM InTime exported and these can be viewed by going to pay in the top menu heading and then InTime timesheets within InPay. Please speak to support regarding your configuration.

The exporter will also send additional fields with placement, client, and further timesheet information. The fields are Sheet ID, placement ID, placement ref, client ID, client code, client accounts ref, worker accounts ref, sheet period start, sheet period end, and sheet line date.

There is a new standard report available within the user reports category called nominal export marks timesheet, this will report all additional financial information exported from RSM InTime.

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Improvement details

Reporting

Ability to run tax changes by period against all payrolls

We have added an additional filter within the HMRC RTI Download report, in standard reports . You will now be able to run the report for all payrolls or individual payrolls you have within that company. Previously this would only allow you to run a report against the PAYE reference.

Decimal places on pay summary detail report

You may have experienced monetary data being formatted to 4dp instead of 2dp. The data was correct, but the report formatting to 4dp. This will now work as expected.

NMW report update

We have updated the NMW report to reflect the current age brackets as per legislation.

New layout for P32 YTD by payroll current report

We have changed the font and format for the above report. Previously if certain fields contained large data, that field would show in a smaller font, but the rest of the report would show in a larger font. The report's formatting will now be consistent. If fields have data that is too large, the whole report will be shown in the smaller font.

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Pensions

Pension scheme reference field

We have increased the characters that can be entered into the reference field in company - pension schemes, you will now be able to enter up to 50 characters.

Nest

New error message for Nest pensions

When using the Nest API connection, you must be logged in to Nest via InPay. This connection only remains active for 40 days, after which you will need to refresh your connection. Previously if you tried to submit or click contribution details and you were not connected, the page would simply refresh. Now you will see an error message prompting you to log in to your account via the blue log in button.

Nest schedules

When using the NEST API connection, the pay date is now sent over with period information. Users should ensure that the pay date of their periods match the pay date of the Nest earnings period.

Alternative reference field for joiners on Nest

Where alternative references are entered, these will now be used instead of employee number on API submission. Alternative references can be used for membership identification numbers.

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Importing

Improved validation checks on dates

We have improved our validation on incorrect dates when using standard importer. For example, you will now see error if you try to import with a year of 1066 or you have entered 0223 instead of 2023.

Locked custom importers

We have enhanced the protection to stop any changes to a locked custom importer. A pop-up message will advise the importer is locked. You will be unable to make any modification such as adding, updating, or deleting existing fields. If a change is required, you will need to unlock the importer first, make the appropriate changes and then lock the format.

Custom import and blank pension columns

New pension fields that were recently added to the custom importer were blanking out existing data within the pay - pensions screen despite ignore blanks being ticked, or despite those fields not being on the import at all. This will now work as expected.

Error message for illegal characters

We have improved our error message when using a custom import file with illegal characters such as ~\"#%&*.<>?^/{|} Previously the message would say unable to import, now it will advise it is due to an illegal character.

Partial imports and summary report

If you use the partial import function you will now get a summary, previously the summary would only show if you were performing a full import. The partial import option can be found on the company - general screen, if this option is chosen when you import any correct data with be populated, leaving you with only the data that has errored. If you choose not to tick partial imports, if there are any errors the whole import will fail.

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Exporting

Ability to export apprentice information

We have added an additional field called apprentice to our employee table within the export data screen. This column will show the values of Y if the employee is an apprentice, and N if they are not, and is populated based on the tick box apprentice within the employee -general details screen.

Ability to export all custom analysis fields

If you are using the analysis fields within an employee -general details screen, you will now be able to select all custom fields within the pay summary table in the export data screen. Previously you could only export custom analysis 1.

Ability to add zero pay gross and net

We have added an additional field call zero gross and net to our pay summary current and pay summary history tables. The values are, 1 if the employee has zero pay or, 0 if the employee doesn't have zero pay. Using the criteria field will help filter on your results.

Locked custom exporters

Following on from InPay V9.1 release - the ability to lock a created export we have enhanced this protection to stop any changes to the exporter being made if it is locked. A pop-up message will advise the export is locked. You will be able to select a sort type and criteria for a locked export, but will be unable to add, delete, or move columns.

Peoples pension and group level data

Previously for auto enrolment employees, the export was missing the AE worker group data. This will now show either: custom ref 1 on the employee pension record, or company ref 1 from the company pension scheme screen if the employee ref is not filled out. If neither of these fields have data, the export will populate with G1.

Additional fields in pay summary history

Additional fields have been added to the pay summary history table and it now mirrors the available columns in pay summary current. The fields are, NI'able pay & element units. Element rates has also been added to both pay summary history and current tables. This will allow you to build bespoke gross to net reports for current and historical periods.

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Department, Division, Cost Centre column lengths extended to 50

We have extended department, division, and cost centre fields and column lengths to 50 characters. The change is applicable for entries added to the company - look up screen and applies to manual input, standard importer, custom importer, and external importer. It is also applicable to updating existing entries. If you are using an exporter, this is will now report up to 50 characters as well.

New logged out notification when session has expired

InPay automatically times out after 20 minutes of inactivity. Users will see a pop-up warning message after 15 minutes, allowing you to refresh the 20 minutes session. After 20 minutes, you will be logged out. We have provided a new pop-up message once your session has expired, that advises that you are logged out and that any changes you make will not be saved.

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Supplementary runs

Supplementary runs and nominal mask journals

Previously elements split by employee were not populating on nominal mask journals for supplementary runs. This will now work as expected.

Payslip portal messages

When processing supplementary runs, you may have noticed portal text payslip messages not correctly populating on payslips. This will now work as expected.

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Pay elements and back pay elements

When setting up a pay element you will no longer be able to select the same element as a back pay element within company - pay screen. This is applicable for both payment and deduction pay element types.

Enhanced validation on employee names

You will now see enhanced validation when an employee's name includes a special character %, ^ [ { ; . & These will be restricted on employee forename, middle name, and surname. This validation will happen when entering manually in the system, and when using the standard and custom Import.

InPay and People Manager integration

Previously when updating records in InPay from People Manager, any employees with off-payroll worker flag enabled in employee - general details screen updates would error. This will now work as expected and you will be able to update off payroll workers.

We have also made a change to how permanent payments and deductions are managed between the systems. You will no longer be able to amend these within InPay. People Manager needs to be the driver for your payroll processing and hold all the correct information. If you require a change to a permanent payment or deduction you will need to change the details in People Manager and then resubmit the details to InPay. Adjustments can still be changed in InPay.

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Holiday accrual on pay immediately holiday schemes

If an employee is on a pay immediately holiday you may have noticed holiday accrued hours and holiday remaining hours were showing 0 and in exception reports, there would be a negative holiday balance. This will now work as expected, and payslips will not show any holiday irrespective of hide holiday on payslip option.

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