Allow Apprenticeship Levy Allowance to be Overridden
The Apprenticeship Levy Allowance figure can now be overridden with a value that will be retained when new Statutory values are issued with Site Manager.
Go to Setups > R. PAYE, NI & Staff Setups > L. NI Parameters > Apprenticeship Levy tab. Tick the ‘Enable Override’ box and enter your required value.
Please note: This figure will never be changed by future Site Manager releases. If the Apprenticeship Levy Allowance is changed by HMRC in the future you will need to manually adjust your override value.
Actual Site Margin report: Client subtotals on CSV Format
A new Client subtotal line has been added to the CSV output of the Actual Site Margin report. This will assist in analysing the data in Excel.
Add Job Type to One-Off Worksheets & Reports
A Job Type field has been added to one-off worksheets, working in the same way as for regular worksheets. It has also been added as an optional filter to the worksheet reports.
Improvements to Worksheets
A new date sequence has been added to the worksheets file, allowing options B, C and D in the Worksheets menu to list their records in descending date sequence. This will present newer items first and push the oldest to the bottom of the list.
Improvements to Credit Control Report
Various improvements have been made to this report including: making the invoice date filter a from/to range, the overdue date filter a range, adding an optional site number filter, a new Days Overdue column, and various additions to the CSV output.
Add Aged Debt Summary to Credit Control Report
A new optional section has been added to the Credit Control report. This presents a summary of your Clients’ aged debt, placing outstanding invoice values into groups according to the age of the debt.
Site QC: Limit Audit Points per Site
A limit of 2,000 audit points per site has been introduced to prevent excessively large audits from causing performance problems on mobile devices.
Enable different Reports folders per company
You can now direct a company’s report files to be written to its own folder on the server. Go to Setups > Setups & Defaults and click on the Defaults > Misc tab. Here you will find a field in which you can enter your preferred folder path. Please ensure that this folder is accessible to anyone who will be running reports for this company.