Payrun Preparation UI upgrade

Author: Michael Gois
Published: 08/01/2024

Timesheet Portal Payrun Prepration has had a makeover! This page is the latest to be migrated to our new user interface designs, and we know you will enjoy the new changes.

Whilst the payrun prepration page has the same content as previously, there are some small changes you need to be aware of. Firstly, there is no preview before generating a payrun batch. When you configure your filters, you simply press Generate to create the payrun batch. If there are items you need to remove, then you can do so by deleting individual line items within the payrun. 

There is also no longer an edit button. If a payrun is in Draft status, it is editable, much like a timesheet or expense record. Once it is approved, it is no longer editable, unless you put it back into Draft status. This is easily done by clicking on the Actions button, and selecting "Revert to draft".

The new interface changes are designed to give you more flexibility on how you view the figures. A new totals section appears on the right hand side, so you do not need to scroll down to the end of the payrun to view the totals. There is a new "Collapse" link on the top of the payrun, which allows you to hide all the line items for each worker, so you can just view the totals per worker.

Additionally, we've added in a functionality to allow you to create new manual items in a payrun, as well as the ability to edit existing item quantities and rates. 

Most notably however, these changes are part of our introduction to our new Payroll module, which uses the same control.  Our Payroll module is due to be trialed by a small set of customers and we anticipate an official launch closer to the Summer.

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Timesheet Portal online software provided by Anfold Software Ltd, a registered company in the UK.