What's new in Snappy

Snappy Portal is live! 🎉

Secure online access for employees to view and download documents and change their details

• Feature

  Initial release covering the essentials: employees can view their payslips, auto-enrolment letters, P45s and P60s, and update their personal details, email address and login credentials.

  All portal settings, invites, resets and employee change requests are managed from the desktop app. Bureau users can login to the portal and view all linked employers, employees and their documents.

  A new Portals section on the Dashboard lets you set defaults, link and unlink employers in bulk and view and approve employee change requests across all employers. Zero setup, just link your first employer to get started.

  Open employers get a cloud settings panel (icon in the top right), invites are handled from the employees section.

  You can override any default availability and issue individual documents immediately via the individual document modals, plus a period wide override for payslips from the more menu (Payroll section).

  The Snappy auth system auto links employees across employers in your bureau, allows multiple employees to share an account, lets employees change their login details, reset passwords etc and more.

  The Portal is free while we build it out. You'll only be charged once the employer-side features are complete and more employee functionality is added (holiday management, bulk payslip downloads etc). We'll give you plenty of notice before that happens. Costs will be 20p per active employee per month (regardless of pay frequency) with a minimum charge of £8 (per bureau, not per employer).

• Improvement

  P30 / P32 — carry forward credit balances. You now have control over whether a credit (a negative balance, e.g. arising from statutory recovery such as SMP) is carried forward into later HMRC payment periods when "Carry over shortfall" is set to No.

  There's a global default in Dashboard → Defaults which is on by default. Individual employers can override this on the HMRC Payments screen — the option appears under "Carry over shortfall" only when that's set to No.

  This means you can set carry forward to No, except when the carried-forward balance is a negative one.

• Improvement

  More handy quick actions added to the context menu on the dashboard employer list (right hand click) plus lots of small UI improvements

• Security

  Users must now be signed in to send emails from Snappy Payroll.

• Improvement

  Enhanced FPS pre-send validation to catch errors that will be rejected by HMRC. Also added a validate button for manual validation before sending.

• Improvement

  Added a helper on the batch editor with instructions and keyboard shortcuts.

• Improvement

  Various minor UI improvements and extended the FPS summary view to include multiple NI tables for YTD.

• Other

  Employer limits are now enforced for limited employer licences. A new key icon button in the top right lets you activate employers (bypassed for unlimited employer licences).

  Unactivated employers can still be opened and used normally, the only restrictions are closing and reopening payslips or CIS payments, and creating new RTI or CIS submissions.

  Employer licence slots can be released to make them available to other employers (limited to two releases), and all employer slots are synced to your account so will be reflected across multiple installations.

BACS files, Rehire and misc improvements

• Feature

  BACS file exports - Now you can generate BACS files for each pay period. Includes standard BACS 18, BACS 18 without headers, an extended version with pay dates per payment (used by Modulr and others) and CSV.

  Includes full validation of originator details and employee payment rows. All fields are editable and saved to the employer/employee record immediately. New fields in the Employer section for the bank details used in BACS file exports.

• Feature

  Rehire - for employees that have left there's now a rehire button so you can quickly set them up again.

• Improvement

  Batch editor (and CIS batch editor) - vertical navigation is now done using the up and down arrows, cells only show 0.00 when an item exists (otherwise blank for a cleaner look), CTRL+- shortcut now works on the last remaining item, and scrolling is now page style when you reach the last visible row and carry on down using the arrow key (instead of scrolling a single row).

• Improvement

  Now you can edit standard hourly and daily rates from the payslip editor and batch editor (using the rate selector). Adding new rates from the rate selector now also includes the link to standard rate option.

• Improvement

  Employees section - the add new button is now in the action toolbar and there's a new button that lets you choose whether to sort leavers at the end (previously this was the only option) or inline with all employees. Also replaced the plain leaver badge with the same one used in the payroll sections and calendar that shows the leave date on hover.

• Improvement

  Added a live progress indicator when updating all employer files in bulk.

• Bug Fix

  Fixed a bug that was preventing mid-year totals for employees from being imported.

Generic Notifications and RTI Notices

• Feature

  Now you can retrieve Generic Notifications and RTI Notices from HMRC. No more faffing about with the HMRC website!

  New entry in the More menu of the Payroll section for HMRC Notices. You can also switch between this and tax code notices using the button in the top right of each window. When using either the single employer check or batch tax code notices feature, you can select a checkbox to include generic notifications and RTI notices.

  New column on the Dashboard shows the count for notices that haven't been actioned.

• Improvement

  P32 report can now be generated as a tabular report to export to excel or a P30 style PDF. The reports section will export the appropriate version depending on whether you choose excel or PDF, the P32 button in HMRC Payments will always trigger the PDF version.

• Improvement

  P11 Deductions working sheet added (Employees > more menu). Can be generated for one or multiple employees and exported as a combined PDF or one file per employee.

• Improvement

  Minor improvements to the tax code notice checker that will shave a little bit of time from each request.

• Improvement

  Fixed the preview/submit button auto focus on NEST contribution/payment submissions.

• Feature

  Now you can email all reports directly from Snappy. Dedicated buttons on the report toolbar for emailing PDF or Excel reports with last sent time on hover. Uses a new default email template but emails, subject and recipients can all be edited before sending.

• Improvement

  CIS P&D Statements can now be exported as separate files per subcontractor or period as well as a bundled PDF for all to match export options for payslips.

• Improvement

  Fixed the over eager employer list pruning which was removing employers that couldn't be found on startup. Now you'll only get a warning about missing and renamed files when you try to open or use the refresh button with an optional to remove the employer from the list or keep it there. This helps if your files are on a network drive that isn't available when you open Snappy.

• Improvement

  Better isolation of already deducted amounts and shortfalls carried forward for attachment orders. These no longer accumulate with the running balances and can be adjusted at any time.

• Bug Fix

  Fixed a bug where fortnightly pay period setup was clamping by the period dates instead of pay date.

Automation Central!! 🚀

Several new batch functions to automate tedious processes and give your workflow a boost.

• Feature

  Batch Tax code notices - check for tax code notices for multiple employers and view the results in a sortable table.

• Feature

  Batch EPS submissions - Select multiple employers and the indicators you want to include, then submit all EPSs at once. Quick actions to set the tax month and inactivity dates, automatic detection for apprenticeship levy status and validation for no payment/inactivity period ranges.

• Feature

  Batch Employment allowance claims - submit all your employment allowance EPSs in one go, employer level selection for eligibility.

• Feature

  Batch enable EA - enable the employment allowance in HMRC Payments for multiple employers. The selection table tells you whether an EA EPS has been submitted, if already enabled and from which month and you can select the month you want to enable the EA from for each employer.

• Feature

  Batch P30 distribution - Now you can email P30s to your clients individually or in a batch. New fields for employer contact details have been added including Cc and Bcc email addresses, comma separated for multiple emails, new template for P30 emails. For batch emailing the system detects quarterly payers and includes them only for the relevant periods. Email addresses can be added, removed or edited before sending.

• Feature

  Batch update employer files - If an app update contains database changes, you can now bypass the prompt to update when opening employer files by updating them all in one go.

• Feature

  National insurance table validation - shows the warning triangle with tooltip in all three payroll views and a banner in the payslip editor when the NI table in use is not allowable based on the employee's age.

• Improvement

  Better handling of pay data imports for multiple schedules of the same frequency.

• Bug Fix

  Payroll summary PDF exports now use the correct UK date format in the file name.

Document password protection and UI improvements

• Feature

  AES-256 Password protection now available on all employee document PDFs (export and email) as well as employer reports, P30s, bundled employee docs. Options for shared employer wide passwords, individual per employee, employee data driven, all with individual overrides set in the employees section. You can turn on employee and employer document passwords and set the method in the Employer section (first tab).

• Improvement

  Pay period dates driven by last [weekday] of the month, e.g. last Friday

• Improvement

  CIS Batch editor UI improvements and better handling of saved rates for subcontractors

• Improvement

  Employer wide rates now available as columns on payroll summary reports

• Improvement

  When sorting employee lists by works number, it now follows a more natural order for numeric and mixed alphanumeric values

• Improvement

  Various minor UI fixes and improvements

• Improvement

  attachment orders now have fields for amounts already deducted and shortfall carried forward

• Bug Fix

  Fixed a bug where some validation errors were silently swallowed on PAPDIS CSV exports (such as missing address fields)

NEST API

NEST integration for enrolments, contributions and payment approvals

• Feature

  Now you can submit enrolments, contributions and payment approvals for NEST pension schemes straight from Snappy. We'll be enhancing the NEST integration over the coming weeks to include fetching opt outs and cease contributions requests, matching groups and payment sources and more.

• Improvement

  Improved handling of shared apprenticeship levy allowances and fixed an eager validation error for zero allowance amounts

Report templates

Now you can save all report configurations as templates

• Feature

  Includes options to override the default master templates, create new master templates or create employer specific templates. Master templates are available to all of your employers. Overriding the default master templates isn't destructive, you can switch between the default and your customised versions, or fully revert to the defaults at any time. You can save reports from the report generation/edit window, the report toolbar or settings sidebar.

Employer imports & Batch actions for pensions

• Feature

  New batch actions for enrolments, postponements, opt ins/joins, opt outs/ceased contributions and letter issuing. Accessible from the more menu in the payroll section. Simply enter the applicable dates for enrolment actions, then use the letters tab to email, export or print letters and/or mark letters as done. Particularly useful when migrating to Snappy or large employers. Handy filters for new starters, departments, assessment status etc.

• Feature

  Now you can import employers from an excel or csv file. The import process validates entries and allows editing before importing. Use the Import employers button on the dashboard (employers tab).

• Improvement

  Added a pending tax code notices counter to both the more menu and the tax code notices row in that menu (Payroll section).

• Improvement

  Now you can delete any failed outgoing emails to clear up the list in Employer > Email

• Bug Fix

  Fixed a bug in the batch editor on vertical tabbing through multiple items of the same type where it was skipping to the last item on the next employee instead of the first.

Email Scheduling and migration improvements

• Feature

  Now you can schedule employee emails to send later using a date and time or quick action options. Emails will be scheduled to send from our servers, you don't need Snappy open once you've schedule emails. Scheduled emails can be viewed and cancelled in the Employer section.

• Improvement

  All document windows now display the last sent or scheduled date and time for Emails.

• Improvement

  Statutory Pay - You can now enter parental leave/sick leave on the calendar and include a Paid up to date and Snappy will automatically apply the correct statutory pay from the day after this date as well as the correct entitlements for the full leave period. This is particularly useful if you're migrating to Snappy, whether at the start of the tax year or continuing mid-year.

• Bug Fix

  Fixed a bug that meant column changes were being reset when editing a report and fixed payslip options so they now persist properly.

Minor updates and fixes

• Improvement

  You can now view the employee list/table columns for name in all three payroll views by first name > surname or surname > first name using a toggle next to the filter menu

• Improvement

  NEST enrolment submission fixed so that address line 2 maps to town/city if there are only two address lines to pass validation with NEST.

• Improvement

  UI and performance improvements for imports of large numbers of employees (500+).

• Improvement

  performance improvements to the auto enrolment engine for large employers.

• Bug Fix

  fixed a bug that prevented some employees & AE assessments refreshing immediately after import in the payroll section.

Pay date rule, Tax code notices & Imports

• Improvement

  You can now use last [weekday] of the month as a pay date rule when setting up pay periods.

• Improvement

  Improvements to manual employee matching for tax code notices

• Improvement

  Employee Imports - Removed aggressive validation that wouldn't allow + character on phone numbers (e.g. +44).

• Improvement

  Employee Imports - Added parsing logic for Title and Starter declaration to recognise formats from other software.

• Improvement

  Employee Imports - Fixed no scroll on the results step for employee imports

Pensions & UI

NOW:Pensions & AVC improvements

• Improvement

  You can now set the Pay Code and Employee ID (PAYROLLNO) for NOW:Pensions in the enrolments tab. Includes an Apply to all function for quick editing.

• Improvement

  Added a default Pay Code setting in the NOW:Pensions provider settings tab, used for any new enrolments.

• Improvement

  Enhanced AVC visibility and inclusion - Contribution modals now include separate columns for AVCs, reports include a toggle option for whether AVCs are included in the regular employee/employer pension amounts or displayed separately.

• Bug Fix

  Fixed HMRC Payments section for compatibility with smaller screens and display scaling.

Pensions, Imports, UI fixes

• Feature

  Add Penfold as a pension provider

• Improvement

  Added a function for viewing and changing the employee ID used for PAPDIS schemes so they can be matched to existing employee IDs used by the pension provider.

• Improvement

  Enabled editing enrolment dates from the enrolments table in the pensions section.

• Improvement

  Fixed no scroll on the schedules step (employee import).

• Improvement

  Fixed no scroll on the filters menu in the payslip editor, batch editor and payroll overview.

• Improvement

  Changed the anchor and maximum size for the import employees, import pay data and minimum wage review windows to prevent them drifting off screen on smaller monitors using display scaling.

• Bug Fix

  Disabled the required fields validation when updating existing employees via employee import.

• Bug Fix

  fixed a bug that was causing a brief 'flash' when switching employees or periods on the payslip editor. All sections update smoothly now.

Various improvements and fixes

• Feature

  Add PAPDIS csv format for various pension providers.

• Improvement

  Add boolean column validation and parsing on employee imports. Now yes/no, y/n, true/false, 1/0 will all be accepted.

• Improvement

  Add more aliases to column headings on employee imports for better matching to exports from other software.

• Improvement

  corrected the date format for filenames on some PDF and CSV exports to use UK instead of ISO format.

• Improvement

  Default signatory now updates when changed from the pension letter window, you no longer have to change it in the pension settings.

• Improvement

  Auto enrolment letter date now defaults to the assessment or latest action date.

• Improvement

  Added option to withhold tax refunds for zero pay with employer level default + employee override.

• Improvement

  Improved behaviour when reopening payslips so that tax codes, NI table and withhold tax refund option used when first finalised are all preserved on reopen. Changing these values after reopening will cascade to subsequent payslips.

• Bug Fix

  Fixed labels for tax weekly/monthly reports and added bank details to available columns.

• Bug Fix

  Corrected an error that was preventing some net pay arrangement schemes accumulating YTD totals.

Initial Release

Snappy Payroll is live!! 🥳 😍 🥳 😍