What’s new in version 24.09
Enhancements to our QuickBooks Online integration and more flexible Payroll configurations coming in this week’s release. We’ve deployed a few stability improvements too.
QuickBooks Online
When users export invoices to QuickBooks Online, Aimsio will now include all available invoice attachments. This includes the Invoice Cover Page, Backup Tickets and any additional Attachments.
While logged into QuickBooks Online, users can select which attachments to send along with their QuickBooks invoice.
Curious about Aimsio’s QuickBooks Online integration? Read our setup guide.
Payroll
Current Payroll configurations that were using monthly and semi-monthly pay periods were limited to specific start and end dates:
For Monthly periods, we started the period from 1st to the end of the month.
For Semi-Monthly, we started from 1st to the 15th and 16th to end of month.
This is limiting for some customers, so we’ve introduced the ability to set your own start and end dates.
- Monthly pay types now work with the Payroll Start Date. So if you payroll start date falls on 20th, every period will start on 20th and end on 19th.
This is all in effect for the very first period. If there are already existing pay periods when this is changed, the start of the next period will still be 1st of the month. Subsequent periods will follow on your new dates.
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For Semi-Monthly pay types, users will need to enter 2 parameters:
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Start day of the first period (which is read only and equal to the payroll start day)
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Start day of the second period
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We have kept default values for Semi-Monthly as the 1st and 15th to to ensure backward compatibility with current configuration. If you’d like to switch your period period to semi-monthly, please contact our support team and we will help you make the adjustment.
Payroll Stat Pay
We now exclude Employees who were terminated before a stat holiday or hired after a stat holiday when generating stat pay.
Please note that Employee Status does not influence stat pay qualifications. Hire Date and Termination Date drive the eligibility.
Physical WBS Progress
We’ve introduced a new user-defined control to allow for more effective retroactive recording of a Job’s Physical WBS Progress.
WBS Schedules allow teams to keep track of the actual physical work done in the field by recording the progress on Tickets.
When recording progress updates on a Crew Timesheet, Ticket or Change Order, users will now see an Apply Changes section.
The first time a form is created, the Apply Changes checkbox will always be checked. If a user edits the form, this checkbox will default to unchecked. Users can decide at any point whether they want these changes propagated back to their WBS Schedule.