NEW FEATURES IN PROCOUNTOR VERSION 49.0

Version 49.0 of Procountor was published on Saturday, February 20th.

Read more about the changes below.
 

GENERAL INFO

In the February version release, we will be releasing new features and usability improvements to Procountor salary calculation. We will also release a more comprehensive bank statement for VAT handling of purchases available materials sent after February 22, 2021. We will also be releasing several smaller improvements to Procountor usability that you can take a closer look at below.

  1. Salaries
  2. Procountor Solo
  3. Procountor Mini
  4. Usability improvements

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SALARIES

Group dimensioning for salary slips

In the February version release, we will be bringing an often-requested feature, Salary slip group dimensioning, to Procountor that enables the dimensioning of several salary slips at a time.

Salary slip group dimensioning is located on the Salary slip search view (Salaries > Salary slip search).

 

 

After searching for the salary slips in the Salary slip search, the slips to be dimensioned can be selected by checking the box on the left-hand side. The salary slips can be dimensioned with the Group dimensioning button.

Salary slip group dimensioning has certain limitations that must be considered:

  • Group dimensioning is possible for salary slips with at least Approved
  • User whose user rights are limited only to their own salaries (for example the Employee role), cannot access group dimensioning.
  • Group dimensions view will be available only if dimensions are enabled in the environment.

Holiday calculation

Holiday credit years and earning rules

  • After the February version release, when opening a new holiday credit year (Management > Salary info > Holiday credit years) the holiday bonus settings will be copied from the old holiday credit year to the new one.
  • We will also be releasing a new functionality for checking holiday earning rules.
    • Holiday earning rules can be checked in the Holiday credit years view by selecting the holiday credit year and clicking Review one year earning rule.
    • This function shows the employees that have accumulated a full year (counting from the start date of holiday calculation) and whose holiday earning rules can be altered. e.g. 2d/m > 2,5d/m or 9% > 11,5% and so on.
    • The holiday earning rule review can be done throughout the year and changes made to the rules whenever necessary. The holiday earning rules can still be done at the end of holiday credit year as well.
    • If holiday earning rules are updated in middle of holiday credit year, the functionality allows you to update the monthly holidays earned so far 2d/m > 2,5d/m.

Cumulative earnings in the Holidays tab

  • In the Holidays tab of the employee register (Salaries > Employee register), it is now possible to inspect the cumulative earnings and how these earnings have been calculated. Clicking the Cumulative earnings opens a new window that shows all salary slips along with their sums, as well as the manually added sums included in the cumulative holiday earnings.

Holidays tab Edit yearly figures function

  • We have adjusted the logic behind Edit yearly figures function in the Holidays
  • Previously the total amount of cumulative (holiday) earnings was edited directly, but now all changes are made by adding or subtracting from the total sum. For example, if an employee previously had 12 000 cumulative (holiday) earnings, and this needs to be changed to 15 000, the figure was previously changed directly to 15 000. Now the update is done by ADDING 3 000 instead.
  • The logic behind this was changed because before changing the collective agreement settings and having to recalculate the cumulative holiday earnings on salary slips the manually corrected figure would need to be corrected again. Not the manually added sum will remain and will be included in the recalculation as a separate addition.
  • This new calculation method can now also be used to add or subtract any sum in situations where the sum must be included that need to be considered in cumulative holiday earnings and that cannot be calculated from salary slips. This can be, for example, a salary from unpaid absences. The added sum is saved and will not be affected by recalculations.

Car benefit calculator

  • A temporary tax reduction concerning electric cars has been added to the company car benefit calculator.
  • The reduction is 170 €.
  • The tax reduction is applied when All-electric vehicle and with an introduction year 2020 or later is selected in the calculator.
  • More information on the tax subsidies for electric cars can be found on the tax administrations’ website.

Salary type changes

Due to changes in the Incomes Register income types, we have changed the names of some of the salary types in version 49.0.0 and added new salary types. We began implementing these salary type changes at the end of 2020 and have continued this in every version update. Salary types available in Proountor can be found here.

Salary types that have changed names

  • Existing salary type 2900 Compensation for work has been changed to 2900 Compensation for work, no insurances.
    • If Compensation for work is selected in the Employee register (Salaries > Employee register) in the Salary info tab as the base salary for an employee, the insurances for this salary type must be selected.
    • Default salary type 2900 Compensation for work, no insurances is still selected as a default when importing employees. This must be manually changed if you want to use another salary type instead. 

New salary types 

  • 2901 Compensation for work, all insurances (2021-)
    • If Compensation for work is selected in the Employee register (Salaries > Employee register) in the Salary info tab as the base salary for an employee, the insurances for this salary type must be selected.
    • Default salary type 2900 Compensation for work, no insurances is still selected as a default when importing employees. This must be manually changed if you want to use another salary type instead.
  • 2902 Compensation for work, only health care ins (2021-)
    • If Compensation for work is selected in the Employee register (Salaries > Employee register) in the Salary info tab as the base salary for an employee, the insurances for this salary type must be selected.
    • Default salary type 2900 Compensation for work, no insurances is still selected as a default when importing employees. This must be manually changed if you want to use another salary type instead.
  • 2922 Royalty paid to a non-resident taxpayer
    • New salary type 2922 Royalty paid to a non-resident taxpayer related to the new incomes type 362 has now been added.
    • In accordance with the Incomes Register regulations, the salary type is intended for non-resident taxpayers only, and Procountor will give a warning if salary type is added to a salary slip or an employee who is not a non-resident taxpayer.
    • More information on the income type 362 is available on the tax administrations’ website.

PROCOUNTOR SOLO

We will be releasing a new, more comprehensive bank statement to Procountor Solo in the February version release to allow easier handling of VAT on purchases. New information will be retrieved on accounting material sent after February 22, 2021.

  • New functionalities that allow adding VAT information from purchase invoices and receipts to the bank statement have been added to the Solo entrepreneur’s user interface. This will not affect the entrepreneur and their work in Solo but instead VAT information can be directly retrieved to the bank statement from purchase invoices received as e-invoices and from receipts scanned with OCR.
  • Purchase product register will still be used for the VAT status and account postings and the accountant can edit the product register freely. The product register VAT will not be applied in cases where the VAT information is available on the purchase invoice or the receipt.

Example where VAT information is available either on the e-invoice or the VAT information can be interpreted from the receipt:

In this example, the e-invoice or receipt includes both VAT 24% and VAT 0% purchases. The entrepreneur selects Phone and internet expenses. In this case, the bank statement will include two accounting rows so that both VAT percentages have their own separate row. Based on the Cost type selection, i.e., the product register of purchases, both accounting lines will be entered in account 8450 and the VAT status will be Domestic.

  • A new Posting defaults retrieved column has also been added to the bank statement to indicate the transactions for which the Solo user interface has imported accounting information.
  • To get the postings, VAT statuses and VAT percentages for accounting material, press the “Update accounting” button.
  • If the receipt or invoice contains more than one type of VAT but entering this to the accounts failed may be caused by the fact that the invoice was entered manually and was either a PDF or a paper invoice.
  • It is recommended to check the more extensive VAT information and other entries in the accounts. You can easily review and edit the bank statement postings using the new bank statement side panel.
  • It is no longer possible to use the Product allocation column for a statement transaction if accounting information has been imported from Solo for the transaction.
  • Please note as well that if the transaction has a default posting in Bank statement posting defaults, it will always override the default postings imported from Solo. If you want to use Solo's default information for any transaction in the future, the posting default must be removed.

PROCOUNTOR MINI

  • From now on, when a company changes their subscription from Procountor Financials to Procountor Ledger, all users who have been using the paid functionalities in Mini are now automatically removed from the subscriber list, and the company will no longer be charged for these users.
  • Users who have activated paid features in Procountor Mini can now add cost receipts from the Procountor desktop version through the Add new receipt button in the Cost receipt management (Search > Cost receipt management)

USABILITY IMPROVEMENTS

Partner checking report

  • A new information row of the VAT deduction percentage used has been added to the Partner checking report. This is shown on the report in the same way as the other information. Clicking the row header will open the business partner information for closer inspection just as before.

Foreign payments

  • We have added a new field validation to payee bank accounts on foreign payments and from now on the BIC code is auto filled only if receiver's bank account is in an IBAN format.
  • This field validation aims to reduce payment errors caused by incorrect BIC codes.