Feature Focus - September 2022
September's Feature Focus is packed with new feature updates and bug fixes as we continuously strive to improve your Fingercheck experience.
Introducing Our New and Improved General Ledger
In accounting, a General Ledger is a record of all past transactions of a company, organized by accounts. General Ledger accounts contain all debit and credit transactions. A company's payroll data should be included in its General Ledger. Fingercheck’s General Ledger feature is included in our 360 and 360 Plus plans and allows users to export their payroll data and import it into their accounting program so that their payroll expenses and liabilities are included in their transaction records without the need for manual entry.
Here at Fingercheck, we are always striving to improve our client’s experience. The former General Ledger was complicated and tedious and usually required a phone call to support. We all know that time is money and we know you don’t want to spend time on the phone when there are tons of other business needs to take care of.
The new and improved General Ledger Setup allows users and accountants to quickly and easily set up their General Ledger so that your payroll information can be easily exported to accounting programs such as QuickBooks Desktop, QuickBooks Online, and Rent Manager. Administrators and accountants are able to upload a file from their accounting program or use a two-way automatic integration connection for QuickBooks Online with account names, for easy and accurate mapping of their payroll data to those accounts.
The General Ledger Setup is done in four easy steps. First, choose your accounting program. If you have QuickBooks Online, the system will automatically connect and integrate with QuickBooks Online or you will have to upload a file from QuickBooks Desktop or Rent Manager. Next, you must name and choose the options for your General Ledger. Then head to Step 3, Account Mapping, where you set up the rules and accounts to be mapped. Finally, the last step is to finalize the mapped accounts and have a downloadable file to plug back into QuickBooks Desktop or Rent Manager or automatically with QuickBooks Online. Once the mapping setup is complete, you can opt to have your General Ledger automatically sync back to QuickBooks Online each time you run payroll and the mapped codes will now be available to export to your QuickBooks Desktop or Rent Manager account each time you run payroll. And that’s it! Four simple steps to set up your General Ledger.
New Workflows Updates
Workflows from Fingercheck helps HR teams automate repeatable business tasks, minimizing room for errors and increasing overall efficiency. Workflows allows managers to make smarter, quicker decisions. Workflows empowers employees to collaborate in a more productive and agile way.
By allowing you to automate task management, Workflows enables you capture the most savings with the least amount of effort. Workflows also reduces mistakes that could cost your business dearly.
This month we also introduce some more updates to our new Workflows feature. Check out the newest Workflows updates for September.
Cancel or Delete Multiple Workflow Instances
What is it?
Users now have the ability to delete or cancel multiple workflow instances.
Why does it matter?
Users previously could not delete or cancel multiple workflow instances.
How does it work?
When viewing the instances on the Workflows dashboard, a user can select one, more than one, or all of the instances and click the new context menu to cancel or delete them.
Show Who the Workflow Instance Is for on Every Task
What is it?
Every task will show the name of the team member with which the task is associated.
Why does it matter?
This is useful for tasks that are assigned to managers of employees so they can easily find the employee’s name.
How does it work?
It will be visible in the Instances section.
Reopen Detailed Instance View after Completing a Task
What is it?
If you are completing a task that you have opened from the Workflow Instance view, the task will close and land you back on the detailed view of the instance.
Why does it matter?
Previously, the task would close and drop the user back onto the dashboard.
How does it work?
It will automatically go back to the Instance view.
Show My Templates by Default
What is it?
When navigating to the Templates tab on the Workflows dashboard, the system will no longer default to showing the System Templates tab.
Why does it matter?
It will show the user their templates and they can click over to the system templates tab, if needed.
How does it work?
It will have My Templates as the main templates on your dashboard.
Add New Workflow Fields from the Task Editor
What is it?
Workflow fields can now be created directly from the task editor.
Why does it matter?
It makes an easier user experience by being direct.
How does it work?
To open up the new field editor, hover over the Add Input Fields button and look for the blue New Field button.
Edit Workflow Fields from the Task Editor
What is it?
To pair with the addition of adding workflow fields, they can now also be edited.
Why does it matter?
It makes an easier user experience by eliminating too many steps to edit.
How does it work?
Any change made to a field will be applied to all copies of that field currently present on the template tasks.
Create Conditions for Radio Button List, Checkbox List, and Switchbox List Fields
What is it?
In addition to the existing support for creating conditions off of number and text fields, we now offer support for list fields.
Why does it matter?
Allows for more flexibility when creating lists.
How does it work?
Simply navigate within the Conditions tab of the Task Editor.
Create End Workflow Condition for a Task
What is it?
Ability to create a conditional rule for workflow fields and custom fields that will end the workflow if the task is successfully met.
Why does it matter?
This enhancement will all admins to focus and customize Workflows tasks even more, therefore, allowing for greater control and faster results.
How does it work?
It allows the workflow to be concluded upon satisfying a conditional rule rather than continuing until all conditions have been met.
Remove Unused Display Variables from Tasks
What is it?
When a field is deleted from the template, any record of the display variables for that field will be removed.
Why does it matter?
This is to keep the task free of any inconsistencies or old variables.
How does it work?
The display variables are only representations of fields within Workflows.
Search for Employee by Employee Number to Start Workflow
What is it?
Look up employees without needing to type in their full name
Why does it matter?
It allows for privacy and convenience.
How does it work?
Enter the employee number into the search bar and it will search for that employee number
View Employee Number on Start Workflow Screen
What is it?
Displays employee numbers with employee’s name
Why does it matter?
You can tell the difference between two employees and easily select the correct one.
How does it work?
The employee’s employee number is displayed in line for each employee. If the employee number is not defined for the user, then nothing shows.
Feature Updates
Web App
- Payroll: Pay schedules with the same check date now generate with the next available run number
- Notifications: Admins are sent an email notification when Employees update direct deposit information
- Employees: On the Employees page, you can now drag and drop a custom column to filter by Employees Tax Location
- Payroll: On step 5 of Payroll, the system will suggest the next available check date if payroll is processed less than 2 business days before the due date
- Setup Wizard and Tax Work Locations: The State Tax ID question now defaults to blank
- Setup Wizard and Tax Work Locations: If a work location is already added then is not an asterisk (*) displayed at the end of the text “Add a work location”
- Setup Wizard: The user should be able to sign agreements in step 6 and proceed to step 7, when steps 1-5 are complete.
Mobile App
- Timecard: On the Timecard screen, updated the red color coding for ‘No Punch’ to match the list
Bug Fixes
Web App
- Pay on Demand: Send notification to supervisor was not working
- Pay on Demand: Available balance was not considering credit limit per Employee
- Company Setup Wizard: At least one location is required
- Company Setup Wizard: Fix for matching ‘HasStateTaxID’ against Description
- Custom Report Writer: Issues with EMPH data sources after adding earning codes
- Tax Work Locations: After submit notice the user was redirected to Payroll
