Preparing for Income Tax (MTD)
We're making important improvements to the platform in preparation for Income Tax (MTD) being enabled, ensuring you have the tools you need for a smooth transition when the service becomes available.
As part of this release, we've refreshed the platform navigation to make it easier to find the features you use every day. You'll now see three new sections in the side menu:
Bookkeeping – Everything you need to keep your records organised and the new location for Payments & Payments Accounts (where you can complete bank reconciliation).
Finance – Here you can manage your Income Tax (MTD) and VAT Returns and access your Chart of Accounts and Financial Reporting.
Insights – Access you business data reports and insights.
While the navigation may look a little different, your existing features are still available - they've simply been reorganised into a clearer, more intuitive structure that supports both current functionality and future enhancements.
New Features 🚀
Customer Management
- Added the option to set the customer source in bulk import files.
- Added Customer Source, Customer Default Source and Auto Add Default Source settings to set a specific list of sources, use a default option and the option to have this set automatically on New Customer records.
- Made Address Line 1 mandatory field when setting an address.
Job Management
- Added Pause until date option when using Pause Job Schedule - this allows the job to be paused for a specific period.
- Added scrolling to the rounds list in the Round Planner when number of rounds exceed screen bounds.
- Made Address Line 1 mandatory field when setting an address.
Messaging & Communication
- Added a [daysOwing] token for use in SMS and Email messages - when included this will show the number of days for the oldest outstanding invoice for the customer.
- Added job specific message tokens to the New Customer Welcome Email Template Welcome & New Customer Welcome SMS Template Welcome.
Quotes & Invoicing
- Added Invoice Logo setting which allows the account to set a specific logo for use on their invoices.
- Added search on billed to in the Invoices view to support searches on the customer name.
Squeegee Balance
- Added VAT reconciliation adjustment handling to recompute historical returns vs HMRC submitted and create an adjustment (in beta testing on selected authorised accounts).
- Added a consolidated tax settings experience for VAT and HMRC so customers can manage tax setup from one place.
- Added real accounting-type integration for HMRC submissions and reporting flows.
Updates and Improvements 💥
Customer Management
- Add Recurring option to Bulk Price Change - when enabled this will automatically generate the next price change for the selected schedule.
- Updated the Address lookup handler to set the property or site location depending on the address level data returned form the text searched.
- Customer balance will update when a transaction is added/removed in the Customer view.
- Improved performance when searching for "uninvoiced" in the Customers view.
- Updated the text on address dialog to prompt the user to select Next instead of Save to match the UI button labelling.
Custom Forms
- Renamed Custom Fields to Custom Forms
- Added collection notes to custom forms and reports.
- Updated various items to improve the custom form completion flow and layout for smoother completion and review after creation.
Job Management
- Added the 'Group Schedule by Job Group' option to Multi Planner, this can be toggled on/off in the Planner View Options menu.
- Updated the timer display to show only active timers and improved the display making it easier to read.
- Updated the Job Count, Job Value, Job Time peak value management in the Forward Capacity Planner settings.
- Updated time entry editor to better handle user validation, restrictions and assignee selection and user selection with team categorisation.
- Updated time entry handling to save assignee information.
- Updated the timer display to only show active timers and improved the UI feedback.
- Enhanced the timer action visibility based on user permissions and access to timer completion until the timer is started.
- The user and team picker in time entry is now sorted alphabetically for faster selection and made the list searchable for users and teams in the timer edit.
- Added the Tagging option to all planner views to be able to apply important/standard tags in these.
Messaging & Communication
- Added in app alerts when annual number validation is due to expire to prompt the user to revalidate the mobile number when One Way SMS is enabled.
Payments & Expenses
- Updated error messages shown for inactive Stripe automatic payments for better clarity on the error.
- Updated payment link and copy link to use short urls.
Quotes & Invoicing
- Added Expired to the State filter option in the Quote view.
Reporting & Insights
- Added standard time-period comparisons to the Insights view widgets.
- Updated custom form reports for better date range handling.
- Added support for deleted customers in Invoice by Date Range report.
- Added quote schema and quote details to the sold customers report.
Squeegee Balance
- Updated the error message shown when automatic payments are inactive to provide more clarity.
- Updated the P&L transaction views to hide internal settlement entries, by accounting basis.
- Multiple performance improvements for reading and loading of transaction data.
- VAT return adjustments now use clearer wording and the correct direction in the UI.
UI & Behaviour
- Added a loader to show whilst the Connected Services screen is being populated.
- Moved role specific settings into the User Settings settings menu.
- Updated menu dividers to make menu scanning easier for different sections.
- Enabled Landing Page selection for Ultimate account users and any users with Owner, Admin or Reporting roles.
- Updated the content of the sign in detection email generated when a new sign in is detected.
- Sorted and grouped the user settings based on purpose
Bug Fixes 🔧
Custom Forms
- Fixed an issue that could cause the links in the custom form reports to be set incorrectly.
Job Management
- Fixed an issue which prevented the drive navigation icon showing in Day Pilot.
- Fixed an issue which prevented the selection of a location when running route optimisation by location.
- Fixed an issue with repeating ad-hoc jobs not being created correctly preventing the user from adding additional future appointment dates.
- Fixed an issue that could show the timer management screen to users without required permission level.
- Fixed an issue that caused quote job addresses to be updated when a customer address was updated and No was selected in the Update Other Jobs prompt.
- Fixed an issue that could return customers with matching jobs incorrectly when the NOT filter was selected in Advanced search.
- Fixed an issue in Multi Planner that could allow jobs to be reordered when in a grouped selection that could cause future appointments not to load.
- Fixed an issue on next scheduled appointment calculation to remove the duplicate check.
- Fixed an issue that did not load previous start and end times correctly when editing a time entry as a worker.
Messaging & Communication
- Fixed an issue with conversion of short URLs which could cause HTML entities to be included in the URL.
Payments & Expenses
- Fixed an issue that prevented the 'Set Up Direct Debit' option from showing on invoices.
Quotes & Invoicing
- Fixed an issue preventing the GoCardless Link showing on Invoices.
- Fixed an issue where emailed invoice PDFs could use the wroong wrong for Australian GST/SBN labels.
Reporting & Insights
- Fixed an issue that allowed a deleted job appointment to be accessed on the invoice summary.
Squeegee Balance
- Fixed an issue with VAT reconciliation sign handling for HMRC data.
- Fixed an issue with VAT reconciliation period loading and currency units.
- Fixed an issue with income statement calculations and cash/accrual report correctness.
Squeegee Income Tax MTD
- Fixed several issues in the MTD experience making the tax setup flow more reliable.
Squeegee Portal
- Fixed an issue where a customer attempted to sign-in to their portal screen returning an incorrect error and blocking.
- Fixed an issue where accessing the Layout section in Portal Directory and selecting a customer to view as would return the "Ooops! Something went wrong." error unexpectedly.
UI & Behaviour
- Fixed a number of Dark Mode issues affecting menu draw on mobiles.
- Fixed an issue where invoice generation on iOS could use the business logo instead of the invoice logo, now correctly uses the business logo unless an invoice logo is explicitly provided.
- Fixed an issue where the selected option fo the landing page on a device was not showing latest selection in the UI.
- Fixed an issue that prevented timers showing for jobs with unverified addresses.
- Fixed an issue causing a delay in registering the data entered into the Job count, Job value & Job time fields in Insights settings popover.
User Roles & Permissions
- Fixed an issue where a users default account was being rest so invited users could not access the account they were invited to.
