Integration with Freshbooks

We’re excited to welcome FreshBooks to our growing list of integration partners!

Now you can do payroll with FreshBooks

FreshBooks is online invoicing and time-keeping software for small and micro businesses. The service has easy to use time tracking which you can use to track the time spent on projects and client interactions. Getting paid for your work is simple with FreshBooks – the online invoicing feature generates electronic invoices and helps you get paid faster for the services you provide. And now, ensuring that you (and your staff) gets paid for your hard work is really simple too – PaymentEvolution payroll now seamlessly brings in your time data from FreshBooks so you can run a payroll in under 30 seconds.

Not using FreshBooks yet? Sign up or try a 30 day trial. Integration with FreshBooks is available on any of our paid plans.

With PaymentEvolution Payroll you’ll get easy to use yet full-featured payroll that will grow with your small business:

• Payroll calculations effortlessly done for you
• True custom deductions, benefits and earnings – run your payroll the way you like
• Always up to date with full record keeping with beautiful reports
• A super employee site where they can get their full pay history and even tax information like T4 slips – all electronic!
• Seamless import of time data from FreshBooks so you can pay your staff accurately every time

Get started – and simplify the way your pay your staff!

PaymentEvolution Payroll is evolving

The next major revision of our popular payroll app has been released. We’ve focused on improving the user experience and making it more intuitive to get your payroll done. Next time you login, you’ll see a new look and feel as well as some neat new features as requested by our client community. Your data is all there – no need to install anything or run a cumbersome upgrade – you’ll get all the new stuff automatically.

What’s new

• Support for Québec

  We now have support for Québec specific calculations – like the Québec Parental Insurance Plan (QPIP),  Québec Pension Plan (RRQ/QPP) etc. While the service isn’t en Français at this time, we do support Québec-based businesses processing payroll in English.

• Dashboard and payroll overview

  

  New dashboard overview
  Getting a quick overview of your payroll account is now even easier with the new payroll dashboard. Here you’ll find important notifications (like service updates, feature changes etc), deadlines (like the next time you need to remit funds to the CRA or Revenu Québec) and a nice graph giving you details about previous pay runs. The chart is dynamic – go ahead, try it! You can tap/click an item in the legend to remove (or add it back again) so you can get a quick synopsis of your payroll history. Hover over an item and you’ll get the details.

• Streamlined navigation

  

  Streamlined navigation
  We’ve analyzed the most common tasks that you perform in the system and have simplified access to the most frequently used features. For example, we’ve moved running a payroll from a sub-menu to a top-level item and moved other one-time functions (like setting up Add-Ons) to a sub-menu. Overall, you should find that getting in, performing your most common tasks will be faster and more intuitive.

• Improved payroll steps

  

  Fewer steps to process payroll and improved time sheet entry
  We’ve made it even easier to process complex payroll by streamlining the steps needed for a pay run. Start by selecting the date range you want to pay your staff, then select the employees to be paid, review the calculations and approve payment – that’s it! Behind the scenes we take care of important details like showing you only the employees who are eligible to be paid during that pay period, taking care of additional benefits, deductions and custom earnings and validating the payments to be made.
  

  Quickly view employee earnings during the pay run
  Review individual employee earnings during the pay run with a quick overview and interactive chart that shows you the breakdown of their pay.

• Enhanced employee records

  

  Cleaner, easier to read employee profile
  Employee profiles also get a cleaner, easier to navigate overhaul. You’ll see the employee’s last 5 pay runs charted for you – again, in an interactive way so you can see the details you want. By entering their email address in the profile we’ll display their picture (we currently poll Gravatar for that image). As before, you can apply custom pay rules (deductions, benefits and earnings) to each employee.

• Custom pay rules

  

  Powerful custom pay rules – process any type of deduction, benefit, earning and even vacation policy
  Custom pay rules have been a feature we’ve had for some time. In this release we’ve made it easier to find and make changes to these rules. You can use this powerful feature to create custom deductions, benefits and earnings for your staff. We even support custom vacation policies.

• Integrated help with search

  

  Easily find the answers you need with the new searchable help and community forums
  We’ve improved access to our community forums and frequently asked questions. Help is now integrated and full searchable from within the app

• Extend payroll with Add-Ons

  

  Extend and customize payroll by activating add-ons from our great partners
  Our add-ons get easier to integrate with a central area to activate them. Whether you want to make your bookkeeper happy by integrating payroll data with your online bookkeeping system or want to start accepting credit cards in your small business – you’ll find it here.

• Beautiful reports

  

  Enhanced reports like the “update summary” which condense a lot of data into a highly visual chart that’s easy to read and navigate
  We’ve overhauled your reports to make them easier to read on screen. For example, large tables are now responsive – allowing you to easily select the columns you want to display (and automatically fit the table to your screen size). We’ve added a few reports requested by our community – an “employee report” which summarizes all your staff, an “ePay report” which details the transactions and amounts coming from your bank account and a “pay run history” which shows all your completed pay runs.
  One challenge we faced was how to display many sets of data in an intuitive way. For example, in the new “update summary” report we created a new visual chart that breaks down your current pay run and gives you a granular view into each category of deduction, earnings and benefits. The chart is interactive with tooltips that expose the detail behind the payroll pie chart.

We hope you like the enhancements we’ve made and hope you’ll keep the feedback coming on how we can continue to improve the service.

Share this:

• Share

Like this:

Like

One blogger likes this.

• 

Sneak peek at our upcoming release: part III

JUNE 15, 2012

tags: dashboard, design, innovation, news, online accounting,payroll, software-development

Upcoming enhancements to your payroll dashboard

We’ve heard from a lot of folks that having a quick overview of their payroll would really help them better manage their finances. Our challenge was to condense a lot of pertinent information into a concise and easy to read format that was legible at a glance but also contained the “drill-down” data you need to run your business.

As part of our next release we’re beefing up the account dashboard to show you dynamic (and beautiful!) charts which you can use to get a quick overview of your payroll history. Important notifications like cutoff dates are also displayed prominently so you can take action if needed.

It’s functional and highly visual – making your payroll experience amazing (yes, I said “payroll” and “amazing” in the same sentence!)

Share this:

• Share

Like this:

Like

One blogger likes this.

• 

Sneak peek at our upcoming release: part II

JUNE 13, 2012

tags: design, news, online accounting, payroll, software-development

A better way to get your payroll done

Better managing the payroll process and making it easier to get your payroll done – that’s what we’re aiming to do with our upcoming release. We’ve streamlined the payroll process while maintaining advanced features your accountant will love. It’s simple enough for your startup with just a few employees and can scale to meet the needs of your kick-ass, rapidly growing business when you add ten, fifty or even hundreds of employees.

Here you’ll see a functional but rich way to see individual employee earnings during the payroll process. You’ll get a clear indication of their net pay and as much detail as you need for their custom earnings, deductions and benefits.

Launching integration with Xero

We’ve been testing PaymentEvolution Payroll integration with Xero for some time now but today, we’re officially launching the service for all existing and new clients. We’re excited about this integration – bringing full fledged Canadian payroll services to the online bookkeeping tools from Xero.

If you haven’t tried Xero – check it out – there’s a great free trial and the service provides a comprehensive way to manage your business finances, invoices and ledger. And, of course, now you get your Canadian payroll needs integrated too!

We have a good “getting started” guide posted in our community - http://community.paymentevolution.com/paymentevolution/topics/xero_integration. The setup process is straight forward essentially creating a connection between the services so we can post your payroll transactions to Xero. These transactions will show as a draft invoice which you can approve and commit to your Xero ledger. It’s simple and takes just a few minutes to setup.

Integration services are normally available to our clients on a paid plan but existing and new clients who sign up before Feb 1 2012 will receive Xero integration at no additional cost (even if you are on a free plan). You will be “grandfathered” and will always have this integration available to you. Did someone say free? YES – it’s free!

Canadians now have access to the some of the best cloud-based apps to run their businesses – full-featured online accounting from the wonderful folks at Xero and simple to use, enterprise-class payroll from PaymentEvolution. Let us know what you think – visit our community siteand give us your questions and comments.

Scheduled maintenance

We’ll be posting an update to the system shortly. As part of our planned maintenance, the system will be sporadically available from Oct 17 0001ET (just after midnight) to Oct 17 0300ET. We’ll update this post once the updates are complete.

…and we’re done! Lot’s of new features … next blog post will have details.

Update and changelog

Based on client feedback we're releasing a few enhancements to the service today. As always, the feedback we gather at our user-community - community.paymentevolution.com - shapes the evolution of your payroll service. If you haven't had a chance to head there, take a look and let us know how to make the service better for you.

Changelog

• Rename your company - yes, you can now change the name of your company. This name is reflected on your employee payslips, records of employment and various tax forms. To change your company name, go to the setting menu bar and select company profile. Edit your company name and click "save" to record the changes.


• New report - cheques / payslips. Some clients have asked to have a printable payslip and/or cheque report so they can physically hand employees details of their pay. You can find the new report under the Reports menu bar. Remember, employees can still access their pay history through their own login credentials at www.PayChequer.com


• Custom rules for benefits and deductions - you can now add your own fields and have essentially unlimited number of rules you can apply in your organization. As always, you can customize the names of each rule (deduction / benefit) and give it a meaningful description so your employees know what the item is for (no more short codes and difficult to navigate legends). For information on how to setup custom rules for benefits or deductions see our community help article.


• Our e-Pay service now supports payments to your employees in the middle and last day of the month (in addition to Friday payments) allowing us to better support organizations on a semi-monthly pay cycle. Please remember to submit / finalize your payruns at least 7 calendar days ahead of the payment date to meet our processing time cutoffs.


• We continue enhancing the backend of the service to support new features. You may not see these immediately but we listen and implement the requests you make.

All these enhancements take place in our cloud infrastructure - without requiring you to download new software, install patches or update your system. Just log into your account, and the new features are available to you. Have an idea? We are always looking for feedback – if you have a feature request or want to see some changes, please let us know!

Update and changelog

The latest additions to PaymentEvolution Payroll are live and as always, we have our awesome user-community at community.paymentevolution.com to thank. Over there you can submit and vote on ideas, features and enhancements to your payroll service.

Changelog

• The latest payroll tables and calculation rules for 2011 are active. In addition, we've added the ability to "close" a payroll year so you can archive previous pay runs. If you haven't already, login and run your final pay run for 2010 and close your payroll year to activate the 2011 rules.


• We've added 8% accrual and release of vacation pay (in addition to our already supported 0%, 4% and 6% rates)


• Vacation pay now supports custom release amounts. You can now, for example, release only a portion of an employee's vacation balance as part of your regular pay run.


• Custom rules for benefits and deductions - you can now specify your own custom tags and calculation rules for various company deductions and benefits. You can use this feature to setup custom deductions for your employees (ie like a coffee fund deduction) as well as benefits (ie health club membership). Renaming each rule allows you to customize the decription in both your reports as well as the paystubs your employees see when logging into PayChequer.com


• We've added electronic payments - allowing you to pay your employees directly without printing or writing cheques. PaymentEvolution e-Pay is the safe, secure way to pay your staff and is available for only 50 cents per transaction. There are NO monthly fee, NO file fees, NO minimums. Its easy to get started - just click the e-Pay logo after you login to your account.


• Employee T4 forms are now available


• Multi-tax year support has been added.


• There have been many changes under the hood to support growth of the platform and added redundancy to ensure the service is available when you need it.

Since we run in the cloud, we can do updates frequently without requiring our user community to update software, download patches etc. We are always looking for feedback - if you have a feature request or want to see some changes, please let us know!