Support additional timestamp format for bank statement imports
Currently R1 only supports timestamps in the yyyy/mm/dd format. Some of my statements (Airwallex) use a more precise timestamp using the format 2021-10-09T20:08:32+1100 (... as an example). Currently I'm converting statements using macros in a tex...
Have a ctrl "F" function (find) to be able to search for an amount in all transactions. eg One could type in 55.22 and matching entries would show up for us to click on and find parent transaction.
If it is elected to NOT have leave balances on the payslip, it would be great if when this box is ticked that the title does not remain on the pay slip
Simplify onboarding employee for Payroll procedures
Current process to add all necessary information to run the first pay for an employee takes over an hour and half under the best of conditions. Need a simpler procedure to allow a faster onboarding of employees.
Fewer screens to flip through on ...
Items are a finer level than accounts and there should be a report to be able to track some items.
Eg We want to compare salary paid to certain employees with the amount charged to clients for the work items used by those eimployess.
It would be extremely useful for leave reporting if leave payroll items can be sub-categorised. For example Carers Leave, Sick Leave with Cert, and Sick Leave no Cert, all come off the PL accrued balance.
Search for an invoice by searching the individual line items
When you invoice customers for multiple products in one invoice, it's impossible to put all serial numbers into the invoice descriptions. So when a customer needs warranty information, it's almost impossible to find the invoice containing that pro...