CleanLink Changes for V5.04.036

1. Client/Site Company names – If these are amended after the record is created a prompt is issued to confirm the validity of the change.
2. Site Audit Report – The photo section of this report has been modified to include the location, area and description above the photo.
3. Staff – The layout and placement of controls on this screen has changed to enable easier validation of the data being entered.
4. Staff Country/Region – A new choice box has been added to allow you to specify a person’s Country/Region. This setting is used to determine the jurisdictional Tax Basis for a person so that their pay calculations from April 2016 onwards are made under the appropriate tax regime and also to enable appropriate validations of other entries (such as NI Categories) to be made. IMPORTANT – Upon upgrading to version 5.04.036, the Country/Region setting will be defaulted for all Staff to Éire if the external Accounts Package is set to Sage Micropay. Otherwise it will be set to one of the regions within the United Kingdom, based on Staff postcodes. A report will automatically be output to the Reports folder called ‘Staff Country-Regions.csv’. Check this report and make changes to the Country/Region setting for any Staff as necessary, since the Country/Region setting will determine the basis for calculation of UK PAYE from the 2016/17 tax year onwards.
5. Staff, Pay Cycle change – When changing someone’s Pay Cycle, Cleanlink will now check that the Cycle they are moving From is either in ‘Required’ or ‘Completed’ mode before allowing the change to occur. Also, if a Staff member has any Pensions, these will now be automatically transferred to the new Cycle. PLEASE READ THE RELEASE NOTES BELOW FOR MORE INFORMATION.
6. Staff, Pension – TUPE Transfer – A new button is now available on the Staff/Pension tab for use when you have a Staff member that has joined you under a TUPE arrangement and you need to enter them into a pension scheme. PLEASE READ THE RELEASE NOTES BELOW FOR MORE INFORMATION.
7. Staff, Pension, TPP Extract – This has been modified to prevent an opt-out with a populated opt-out reference and a refund being output to the file.
8. Invoice Analysis Report – This has been modified when selecting by division to only include the part of the multi-site invoices that is linked to the selected division.
9. Unpaid Invoices report – The option to sort this report by date as well as client has been added. When sorting by date any un-allocated cash will appear at the end of the report.
10. Invoice Posting – It is now not possible to post a batch of invoices without an invoice date.
11. Invoice Exports – Factored. The option to export only factored clients has been added.
12. Payslip Formats – A new format has been added ‘Plain paper A5’ designed so that the address fits an A5 envelope
13. BACS format – A new format for Bacsway has been added.
14. Regular Paysheets – Excel Format. The option to include staff oddities in the comments has been added.
15. Paysheet Import – From Spreadsheet now picks up any site notes, added in Cell C6, and includes these on the import log.
16. P45’s – These can now be emailed to staff with an email address on their record.
17. Living Wage – An option to report/update over 25’s to the living wage has been added to the Staff & Sites Pay Rates option.
18. Period Pensions Report – This report will now output the value of ‘Qualifying Earnings’, which is what the contributions are based upon, rather than ‘Pensionable Gross’.
19. Worksheets – 3 new fields have been added, ‘Signed by’, ‘Signed on’ and ‘Name’. If the worksheet is received from a mobile these are automatically updated. These can be manually entered for non-mobile worksheets.
20. Detailed QC Report – These can now be emailed to sites.
21. Emergency Notes from mobiles – these can now be modified using the Mobile App.
22. Backups – A new version of the backup program has been introduced to overcome the problems with file sizes > 2Gb.
23. Machine report – This has been modified to display the last entry in the machines notes log where currently the short machine note appeared.