Wiise Payroll Enhancements
The following enhancements have been released for Wiise Payroll.
Option to Download Super Batch in PDF
The functionality to download a super batch as a PDF has been reinstated and bank payment details has been added to the PDF downloads so that the information can be sent to the customers directly.
New ways to add Contractor ABN Details
Last April a new field, Contractor ABN, was added to the employee Tax File Declaration screen. Initially, this field only allowed for the ABN to be added directly within the UI. You can now use the Employee Import to add in the Contractor ABN details. This allows the data to be added in bulk, either to update existing employees or when adding new employees to the platform.
Enhancements to Locations Functionality
When creating a new location, employees can now be bulk applied to the location straight from the creation page without the need to go and manually do this in another area of the system.
In addition to these improvements, an import function has been added so that locations can be added and updated in bulk, saving valuable time. The location export has also been improved to include additional details relating to the location.
New SOCSO & EIS Combined Contribution File
A new report has been added under Statutory reporting, allowing administrators to download text files for SOCSO and EIS contributions simultaneously. This report is also available as part of the Statutory exports in each finalised pay run.
Enhancements to employee ETP Opening Balances
There are several changes that have been introduced with regard to how employment termination payment (ETP) are recorded in the employee’s opening balances screen. These include:
Removal of specific ETP pay categories.
The removed pay categories have been automatically assigned to existing categories, see below:
Deleted pay category Earnings moved to:
Pre-1983 Tax Free Superable Component of Employment Termination Payment (Type O)
Pre-1983 Tax Free Component of Employment Termination Payment (Type O)
Pre-1983 Tax Free Superable Component of Employment Termination Payment (Type P)
Pre-1983 Tax Free Component of Employment Termination Payment (Type P)
Non-excluded (Superable Type O) Employment Termination Payment
Non-excluded (Type O) Employment Termination Payment
Non-excluded (Superable Type P) Employment Termination Payment
Non-excluded (Type P) Employment Termination Payment
Unused Leave Payment (Type O)
Non-excluded (Type O) Employment Termination Payment
Unused Leave Payment (Type P)
Non-excluded (Type P) Employment Termination Payment
The display and process of adding ETP records in an employee’s opening balance screen has been redesigned. The changes are as below:
- ETP records will now be displayed in a table format.
- When adding a new ETP record, users will enter the details within a context panel:
- ETP type: Users can select from either Type O, P, S and/or R, as applicable. Additionally, users can add multiple records of the same ETP type.
- Payment date: This field is compulsory and must reflect the date the employee was paid their ETP. If an employee was paid ETP earnings on more than one date within the financial year then a record for each day of payment must be created.
- Pre-1983 Tax free component / Taxable component: A numerical value must be entered in at least one of these 2 fields in order to successfully save the ETP record.
- Tax withheld: If a numerical value is entered in this field, there must also be a numerical value (that is higher than the tax withheld amount) entered in the ‘Taxable component’ field to successfully save the ETP record.
- Generate ETP payment summary: Users only need to select this checkbox if:
- the business is not submitting STP events, due to an exemption; and
- the employee needs a copy of the ETP payment summary.
When adding a new or editing an existing ETP record in the new context panel, a Save button has been added to replace the OK button.
New SOCSO & EIS Combined Contribution File
We have added a new report under Statutory reporting, allowing administrators to download text files for SOCSO and EIS contributions simultaneously. This report is also available as part of the statutory exports in each finalised pay run.
Current Payment Files page has been renamed.
The Current Payment Files page has been renamed to Payments.
New Employer Contribution Type
A new non-reportable employer contribution type has been added to Wiise Payroll. Currently, any amounts associated with an employer contribution are classified as reportable by default. Introducing this new contribution type will allow users to distinguish between reportable and non-reportable employer contributions and will ensure contributions are reported accordingly with the ATO.
Non-reportable employer contributions can include the following:
Contributions required by negotiated industrial agreements
- Matching contributions under a collective agreement (matching contributions under an individual agreement are reportable) to a defined benefit fund (exceptions may apply).
Contributions required by super fund rules or a law
- Extra contributions that the employee could not influence. E.g extra contributions for administrative simplicity or accepted employer policy.
- For earning imports, you can now import the Ordinary Weekly Pay (OWP) 4 weekly gross earnings as an additional import. Previously, you could only have the option to import the 52-week gross earnings which didn’t include the OWP 4 weekly gross.
- The format of the spreadsheet that is used for the imports has also been updated. Now a weekly employee will now have a separate row for each pay period which makes it easier to populate and add if the need arises. The old format can still be used to import but when a user extracts the spreadsheet, it will be extracted in the new format.
Platform Related Updates (Microsoft BC 2022 Wave 2)
Find a full list of all enhancements from Microsoft Docs: Dynamics 365 and industry clouds: 2021 release wave 2 plan.
Reverse Journal entries from Posted Payment Reconciliation Journals
Users are now able to reverse the journal entries from posted payment reconciliation journals.
Read more about it from Microsoft Docs: Reverse payment reconciliation journal entries.
Check payments now allow for Multiple Remits Addresses
Businesses that use check payments will now have multiple remits addresses available for vendors.
Read more about it from Microsoft Docs: Use multiple remit-to addresses for vendors.
Changes to Financial Reports
A financial report is now defined as a combination of row and column definitions plus a few parameters.
Read more about it from Microsoft Docs: Financial reporting replaces account schedules.
Updates to Bank Statement reports
The Bank Statement report now includes payments that were outstanding when the bank reconciliation was posted.
Read more about it from Microsoft Docs: Better bank reconciliation for checks and improved reporting.
Variant codes can now be set to mandatory
Variant codes can now be set to mandatory with the options of Yes, No, and Default. This can be selected from each item’s card.
Read more about it from Microsoft Docs: Make entry of variant codes required.
Item charges can now be partially applied
Item charges can now be partially applied, i.e., 50% freight charge on first delivery and remaining 50% on subsequent delivery.
Read more about it from Microsoft Docs: Post item charges for each step of the process.
Customise email layouts
For sales, purchase, and service documents, you can now add additional information and control the layout of an email.
Read more about it from Microsoft Docs: Service - minor improvements
Sync to Dynamics 365 Sales
You can now synchronise sales orders between Wiise and Dynamics 365 Sales in both directions.
Read more about it from Microsoft Docs: Sync sales orders both ways in Business Central and Sales
Set a number series for customer payments
If you use the Payment Reconciliation Journal page to register and apply customer payments, you can set up the journal to use a specific number series so that it is easy to identify the entries that were posted through the journal.
Read more about it from Microsoft Docs: Reverse payment reconciliation journal entries.
Easier way to update permission sets
Improve an administrator's ability to create, customise, update, and maintain permission sets that determine user access to capabilities in Wiise.
Read more about it from Microsoft Docs: Permission set handling enhancements.
Simplified way to manage multiple tenants
Service-to-service (S2S) authentication for the Wiise administration center API. Service-to-service authentication for the tenant administration center API will make it easier to manage environments in multiple Azure Active Directory (Azure AD) tenants without having to manually reauthenticate for each Azure AD tenant. Automating frequently used operations, such as update scheduling or AppSource app management, will be a significant time-saver for your support team.
Read more about it from Microsoft Docs: Use service-to-service authentication with admin API.
More visibility into service interruptions
With this release wave, Microsoft will more proactively inform business users and administrators in cases it declares a service interruption that affects your environments. Business users will see incident details when they try to sign in but the sign-in fails. Administrators will see a notice in the Wiise administration center.
Read more about it from Microsoft Docs: Get more visibility into service interruptions.
Notification recipient feature retired
The notification recipient feature has been retired as part of this release wave.
Read more about it from Microsoft Docs: Get more, better communications as admin.
New freedom and flexibility to your workspace
Actions added in the new Automate action group in the action bar now rely on personalisation or designer, so that they can be moved, promoted, or hidden. This applies to personalising for a single user, customising user profiles for user groups, or designing a global customisation (page extension) for the whole company.
Read more about it from Microsoft Docs: Personalize and design the Automate actions in the web client.
Updates to Power BI action menu
In this release, the Show/Hide Power BI Reports action is removed, and visibility relies only on personalisation.
Read more about it from Microsoft Docs: Rely on personalization to show or hide Power BI parts on lists.
Updated Outlook integration
This release will allow users to share files directly from Wiise.
Read more about it from Microsoft Docs: Configure OneDrive integration.
Share information directly to Microsoft Teams
Share to Teams function available on pages and records.
Read more about it from Microsoft Docs: Share to Teams action now includes link preview.
See Wiise insights in Microsoft Teams
Users without a Business Central license can view Business Central data through a tab in Teams. Admins can choose which users can access data. The Business Central tab in Teams can be deployed by the admin.
Read more about it from Microsoft Docs: Embed Business Central in Teams tabs.
Choose from multiple report layouts
Users can choose which report layout to use on the request page. This will make it easier to use different report layouts for different purposes, especially for Excel layouts. On the request page, users can use a dropdown menu to choose from available report layouts for the report.
Read more about it from Microsoft Docs: Choose the report layout on request page.
Simplify how you switch companies
Easily switch companies from the app bar or using Ctrl + O.
Read more about it from Microsoft Docs: Switch companies across environments.
The new Modern Action Bar
The new Modern Action menu bar allows you to see only what you need on every menu bar in Wiise. The Modern Action Bar allows you to keep related actions together and avoids the same action from appearing in multiple menus. This helps reduce clutter and confusion, especially for users new to Wiise.
You now have more flexibility with customising menus to suit your purpose and preferences. This means previous limitations to which actions can be moved where no longer apply, empowering users to personalise pages and configure profiles.
Note: Take the time to train your team on the new menu bar so they know what to expect with the new changes.
Read more about it from Microsoft Docs: Modern Action Bar.
Navigation menu has been retired
The Navigate menu that was previously available in some pages has been retired.
Read more about it from Microsoft Docs: Modern Action Bar.
Updated UI elements
Different application pages and system controls are now aligned with coherent UI design elements for better user experience.
Read more about it from Microsoft Docs: Experience updated UI elements.
Posted and non-posted document lines in search
Pages with document lines, either posted or non-posted, can now be found in the Search field.
Read more about it from Microsoft Docs: Find posted and non-posted document lines in search.
Legacy views are now hidden
Legacy views that were created by developers in previous versions of Wiise can now be hidden. To do this, enable the ‘Legacy list views are hidden' option in the Feature Management page.
Read more about it from Microsoft Docs: Legacy list views will be hidden.
Track items used in projects
The Job Planning Lines page now features an Item Tracking window. You can now define specific lot, serial, or package numbers.
Read more about it from Microsoft Docs: Track items that are used in projects, including picks..
New GST date field
Users can report GST statements and returns based on the new GST Date field instead of the Posting Date field.
Read more about it from Microsoft Docs: New VAT Date field on documents and entries.
Better sorting on the Planning Worksheet page
You can now sort lines on the Planning Worksheet page by choosing a column name.
Read more about it from Microsoft Docs: Flexible sorting in the Planning Worksheet page.
Extended text functionality for GST clauses
The GST clauses field can now be used with the extended text feature.
Read more about it from Microsoft Docs: Extended text functionality for VAT clauses.
Set up data exchange more easily
Setting up data exchange has been improved and is now easier to work with different types of data.
Read more about it from Microsoft Docs: Set up data exchange more easily.