> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.2cloudnine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Calytrix Release '23 - Release Notes

The Calytrix ’23 release for 2cloudnine Payroll has a number of exciting enhancements that are designed
to improve your payroll experience. Below is an outline of the new features and updates that are included
in the release.

### Take Advantage of the New and Improved Assignment Rate Automation <Badge color="gray">New</Badge> <Badge color="gray">EOFY</Badge>

New enhancements have been introduced to the auto generation of Assignment Rates. Previously, users
were experiencing hitting Salesforce limits when Assignment Rate Automation was being processed.
There was a trigger which was used to process the generation of Assignment Rates when an Assignment
met the criteria of Assignment Rate Automation. Now, it is set up much like the generation of Timesheet
which means a scheduled job will auto-generate the Assignment Rate. If a user wants to generate the
Assignment Rate without waiting for the scheduled job to run, they can use the new Create Assignment
Rates (LWC) button in the Assignment. If they have several Assignments that the Assignment Rate is
created for, they can select them via an Assignment list view and use the Assignment Rate Automation
button to initiate the process.

Another update that’s being introduced is the auto expiry and archiving of Assignment Rates. This will
lower the risk of Salesforce limits encountering errors due to the number of Assignment Rates.

**Configuration Requirement** : **Conditionally Compulsory**\
**User Story Reference Number(s):** SC-32300, SC-33736, SC-33799, SC-33684, SC-33146, SC-32052, SC-35256,
SC-35319, SC-35076

### Updates to the 2023/2024 PAYG Tables for STSL, Lump Sums A, B and D and ETP Rates <Badge color="gray">New</Badge> <Badge color="gray">EOFY</Badge>

From 1 July 2023, the STSL, Lump Sum A, B, D and the ETP Rates have been updated by the ATO. To assist
with the ease of updating the information, the relevant Withholding Rules and Items have been added to
the Bulk Data Creation Extension package.

The new Lump Sum D Withholding Rules and Items amount is \\$11,985 plus \\$5,994 for each completed
year of service. The new Withholding Rules and Items will apply to the life benefit termination payment
and death benefit termination payment cap. They will increase to \\\$235,000.

As changes will apply to your first payroll of the new financial year, it is suggested you complete this task
before 1 July 2023.

**Configuration Requirement** : **Compulsory**\
**User Story Reference Number(s):** SC-35283, SC-35286, SC-35285

### Adhere to the 2023/2024 Superannuation Changes <Badge color="gray">New</Badge> <Badge color="gray">EOFY</Badge>

In light of the 2023/2024 Superannuation changes to the SGC rate and
threshold amounts, new Super Withholding Rates have been added to the Bulk Data Creation Extension
package. These Withholding Rules specify that the SGC Rate is applied at 11%, and the Maximum
Contribution Base is now \\\$62,270.00.

As these come into effect on the 1 July 2023, they will apply to your first payroll of the new financial year. It
is therefore suggested you complete this task before 1 July 2023.

**Configuration Requirement** : **Compulsory**\
**User Story Reference Number(s):** SC-35284

### 2024 Public Holiday Available Via Bulk Data Creation <Badge color="gray">New</Badge> <Badge color="gray">EOFY</Badge>

The 2024 Public Holidays have been added to the bulk data creation package
for use when creating bulk Public Holiday Calendars. If your organisation has an existing Public Holiday
Calendar, the installer is prompted to choose which state and territory holidays are to be created for on a
per calendar basis. If you don’t have existing Public Holiday Calendars, they will be created automatically
on installation of the package.

Note that the public holidays available through the Bulk Data Creation package are only those that apply
to capital cities. No regional public holidays are included for automatic creation and will have to be
created manually.

**Configuration Requirement** : **Compulsory**\
**User Story Reference Number(s):** SC-35295

### Abide By the New Single Touch Payroll Reporting Framework

The Single Touch Payroll reporting framework that the ATO introduced in 2018 has been expanded to
provide a greater level of detail in the STP lodgements that you send to the ATO. This is commonly
referred to as STP2 or Single Touch Payroll (Phase 2). Due to these updated specifications set out for STP2,
the 2cloudnine Payroll Single Touch Payroll functionality has been modified to abide by the new
reporting requirements.

With these new changes, the main features and look/feel of the STP Lodgement Manager functionality
and the way in which you create, validate and send your STP lodgements within 2cloudnine Payroll has
not changed. This means that Users will be able to make the transition over from reporting STP1 to STP2
easier. The deadlines by which you must submit your STP lodgements to the ATO are the same, with Pay
Events being submitted on, or before, the Payment Date of the Pay Batch being lodged and Update
Events for End of Year being submitted on, or before, July 14th for the financial year that has just ended.
The way in which you finalise your end of year Update Events to mark all Payees as Final also remains the
same.

The updated functionality has changed the level of detail in which your data is reported to the ATO
through the Single Touch Payroll Reporting Lodgements. This includes the Disaggregation of Gross
Income, reportable Paid Leave Types, Allowances Types, Deductions Types and Lump Sum payments. The
treatment of Income Streams and Income Countries has also changed, as well as the Onboarding and
Offboarding Data sent by the lodgement.
In order to support accurate data being collected and provided by the new STP2 reporting, 2cloudnine
Payroll has been updated with new in-code data validations on the Pay Code, Contact, Payee, Payee
Withholding, Pay Transaction and Payee Opening Balance objects. Furthermore, when performing the
Validate STP Process through the STP Lodgement Manager, it will update data checks before you can
click the ‘Send to ATO’ button. This helps ensure the data being sent is correct.

**Configuration Requirement** : **Compulsory**

**Note: The revised STP Phase 2 functionality will be installed and configured by 2cloudnine.**

**User Story Reference Number(s):** SC-33112, SC-33154, SC-33231, SC-33252, SC-33386, SC-33387, SC-33388, SC-33395, SC-33414, SC-33810, SC-33819, SC-33901, SC-33997, SC-34002, SC-34089, SC-34208, SC-34209, SC-34210, SC-34305, SC-34308, SC-34410, SC-34451, SC-34549, SC-34551, SC-35072, SC-35082, SC-35104, SC-35108, SC-35111, SC-35150, SC-35151, SC-35152, SC-35153, SC-35154

### Reconcile Your Payroll With Ease

A new Reconciliation Manager has been introduced to the 2cloudnine Payroll suite to make it easier for
your Payroll Users to reconcile the organisation’s payroll(s). This new functionality can be used specifically
for end of financial year reconciliations or can be utilised to reconcile custom periods in the same
financial year i.e. Monthly, as part of the end of month process.

Within a User defined time frame, the Reconciliation Manager will look at variances between the sum of
Opening Balances + Pay Transactions allocated to Finalised Payrolls compared to the system defined
Payee Aggregates.

In setting up what is to be reconciled, a User can choose between filtering the records based on 1 or more
specific Payment Entities or All the Payment Entities in the organisation (to a maximum of 10). The
Reconciliation Manager will separate the records reported based on a combination of Payee, Payment
Entity and either Pay Code (Payments, Allowance, Deduction etc) or Withholding Type (PAYG,
Superannuation, GST). If there is a difference in any value, the User will be alerted of the variance. If
needed, the variances can be further filtered based on Payee. From there, the Users can utilise a new
Resolve function to quickly update the Payee Aggregate to remove any variances or they can choose to
closely examine the record(s) that have caused the variance (ie the Pay Transactions that have been paid
etc) and fix the variance manually themselves.

**Configuration Requirement** : **Compulsory**\
**User Story Reference Number(s):** SC-34933, SC-35059, SC-35164, SC-35164, SC-35138, SC-35149,

SC-35138, SC-34239, SC-35126, SC-35129, SC-35130, SC-35132, SC-35134, SC-35135, SC-35140, SC-35141,
SC-35142, SC-35143, SC-35118, SC-35120, SC-35121, SC-35122

### The Introduction of Part Day Public Holidays to Timesheet Interpretation Functionality

There is a requirement within Interpretation to handle part day Public Holidays, where only a portion of
the day should be considered as Public Holiday rates. For example, on Christmas Eve in South Australia
12pm-12am is considered a Public Holiday. Previously, the Timesheet Interpretation functionality only
interpreted Public Holidays as a full day. If a part day Public Day applied, the User had to manually adjust
the resulting Pay Transactions to ensure the employee was paid correctly.

Now, two new fields have been added to the Public Holiday Calendar to capture the start and end times
of the Public Holiday. If these are populated, new logic in Timesheet Interpretation functionality will
establish if it is a full day or part day Public Holiday and, if it is a part day Public Holiday, what times it
applies and interpret the timesheet accordingly. Full day on Public Holidays will continue to be
interpreted the same.

The Employee and Approver Experience has been updated to accommodate the capturing of time on
Public Holidays.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-32133, SC-34371

### Setting a Default Pay Rate Pro Rata Method on the Pay Schedules

A new option for the Default Pay Rate Pro Rata Method on Pay Schedule has been introduced. The Work
Schedule option can now be selected and new Assignment Rate records which are assigned to the Pay
Schedule will have its Pro Rata Method field automatically set to Work Schdule. This is particularly useful
for organisations that use Work Schedules and the Auto Pay functionality.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-34954

### Ability to Reduce the Batch Size When Generating Rate Calculator Lines

The ability to reduce the batch size used for a Scheduled Job to generate Rate Calculator Lines has been
introduced. This is in the form of a Generate Rate Calc Line Batch Size custom setting which defines the
number of Rate Calculators to process per batch. If the setting is left blank, it will default as 5.

Lowering the batch size will assist in reducing the risk of reaching Salesforce limits. If your organisation is
using the Invoke functionality introduced earlier in the Calytrix Release (Tailor Your Custom Processes to
Include the Rate Calculator), the same custom setting can be used to reduce the Rate Calculators
included in your own custom processes.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-34367

### Power to Set the Batch Sizes When Using the Timesheet Import Tool

A new custom setting has been introduced to allow organisations to change the Batch Size when using
the Timesheet Import functionality. This is particularly useful for organisations that have a lot of custom
processes (custom Apex Classes, Apex Trigger, Process Automation, Flows etc) that cause Salesforce
limits to be reached when using Import functionality. Lowering the batch size of the various imports will
assist in reducing the risk of reaching Salesforce limits.

The Timesheet Import Batch Size custom setting holds different fields that allow Users to control the
batch sizes for the Assignment Import, the Timesheet / Timesheet Entries Import and the Pay
Transaction Import. If a field is left blank, or a batch size larger than the default batch size is nominated,
the system will use the default batch size when processing. The default batch size for the Assignment
Import, the Timesheet / Timesheet Entries Import and the Pay Transaction Import are 100 Assignments,
40 Timesheet Entries and 50 Pay Transactions respectively.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-32223

### Make use of the Timesheet Import Functionalities improved validation and warnings

There have been enhancements made to the Timesheet Import functionality to provide improved
validation and warnings to assist Users with importing data successfully. Furthermore, when using the
tool, Users will be alerted during the validation process that the date/time format is wrong so they can
correct the data before attempting to import again.

Now, when timesheet data contains a duplicate of an existing Payee Leave Event, Users will now be
alerted via debug logs of the date/time it has been imported. The import process will not stop/fail and
will instead import the duplicate Payee Leave Event. Uses can then decide whether to keep the record or
delete it.

**Configuration Requirement** : No configuration required.\
**User Story Reference Number(s):** SC-31955, SC-31724, SC-32160

### Ability To Filter By Employee On The Approval Experience

The ability for Approver’s to filter based on the Employee Name has been added to the Approver
Experience (Communities). Now, on the Timesheets, Expenses and Leave tabs, Approvers will be able to
filter by Employee Name. This is particularly useful for those Approvers that have a large number of items
to approve/reject.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-32792

### View in Real Time 2cloudnine Payroll Usage Reports

To replace the existing reports linked to customers in their monthly invoice email for 2cloudnine, a new
standardised dashboard and set of reports have been introduced. Now, customers can view their usage
in real time via the dashboard and reports so they can effectively plan for the invoice once it has been
sent by 2cloudnine.

The dashboard and report can be located in:

* Dashboard Folder: Payroll Dashboards
  * Dashboard:
    * Payroll Usage
* Reports Folder: Payroll Dashboard Reports Reports:
  * Usage: Current Financial Year by Month
  * Usage: Previous Month
  * Usage: Current Month

**Configuration Requirement** : **Optional**

**User Story Reference Number(s):** SC-34963

### Be Compliant With New Family and Domestic Violence Leave Regulations

New functionality has been introduced to assist in complying with the new Family and Domestic
Violence (F\&DV) Leave Fair Work Regulations that come into effect on 01/02/2023. The new Fair Work
Regulations specify that all full-time, part-time and casual employees will be able to access 10 days of
paid family and domestic violence leave in a 12-month period. There are special leave regulations that
organisations need to have met with maintaining the appearance that the employee has worked normal
hours, and to have that reflected on that Payslips instead of F\&DV leave. The F\&DV Leave is not to be
reported on payslips.

To meet this requirement, organisations using 2cloudnine Payroll will continue processing the
Employee’s pay as if they weren’t on leave and instead working ie any Auto-pay Employees are processed
as they were set up and any Timesheet Employees will have a Timesheet entered, approved and go
through Timesheet Interpretation. They will be processed through the Payroll Batch Manager as normal.
This ensures the correct details are on the Pay Advices to meet with the Regulations.

The actual F\&DV Leave will be recorded in the backend through the Payee Lightening page, using a new
F\&DV Leave sub-tab on the Leave tab. Through this tab, Payroll Users are worked through granting the
F\&DV leave entitlement, creating an Opening Balance and recording F\&DV leave events which will not be
picked up from the Pay Batch Manager. This tab will also maintain a record of the F\&DV leave, so that
Payroll Users can see when it was taken.

**Configuration Requirement** : **Compulsory**

**User Story Reference Number(s):** SC-34515

### Provide Further Enhancements to Rate Calculator

The Rate Calculator functionality that was introduced in the Bottlebrush ‘22 release as a beta version, has
had several updates made to streamline the process in which Rate Calculators are created, updated,
applied to an Assignment and deleted. Enhancements to the User Interface to dynamically lookup and
pre-populate fields during the creation of a Rate Calculation, provides not only improved time efficiencies
to the User, but it limits the chances of a User populating incorrect/erroneous data in the fields.

Enhancements to the functionality to turn on and off fields that apply to the Rate Calculator have been
made to also turn on/off validations that apply to those fields. Furthermore, the Field Set, which will allow
your organisation to include custom fields and the save/update as part for the main Rate Calculators UI,
has also been extended to not only save/update the fields when the Save and Calculate button is clicked,
but when the Save Rate Calculator button is clicked as well.

The ability to add/update a Minimum Pay Rate record and have it automatically create/update the
associated records needed for a Rate Calculator has been extended to include Project Codes. In addition,
when viewing the Rate Calculator Lines created, the User will be able to see the Project Code and Time
Activities to apply to each individual rate.

All standard Rate Calculator, and related record page layouts have been updated to ensure it is not only
User friendly but includes the correct fields / required fields for each record type. The same has been
updated for the Lightning Pages.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-33083, SC-33125, SC-33223, SC-33670, SC-34220, SC-34246, SC-34285,
SC-34373, SC-34235, SC-33671, SC-33733, SC-33871, SC-33872, SC-33889, SC-33890

### Save Time in Configuring the Rate Calculator

The set up of the Rate Calculator functionality has also been improved by the introduction of
standardised Markup/Margin calculation methods provided automatically without the need for
organisations to define them. Organisations will only need to define Markup/Margin calculation methods
if the calculation that they want to undertake is different from the ones that 2cloudnine have included as
standard calculations.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-33864

### Tailor Your Custom Processes to Include the Rate Calculator

For those organisations that have existing processes that don't align with the Rate Calculator
functionality but still want to benefit from the information / records that the Rate Calculator provides, an
invokable class has been introduced to allow your organisation to tailor your own custom Apex Classes,
Apex Trigger, Process Automation and Flows so that they will create an Employee Specific Rate
Calculator and all of its associated records.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-33620, SC-34367, SC-33888, SC-33690

### Save Time Deleting Invoices (Beta\*)

Previously, when a User had to delete an invoice, they had to manually delete the Invoice and Invoice
Item records, and then reset all the related Pay Transactions individually. Now, the introduction of a Beta
version of the new Delete Invoice functionality allows Users to delete an Invoice and all the Invoice Item
records will delete automatically. Once the records have been deleted, it will reset all of the associated
Pay Transactions, so that they can be invoiced again.

To protect your organisation's data, there is validation to ensure the Invoices that have already been
credited / re-invoiced will not be able to be deleted unless the credit / re-invoice is deleted first.

Please note; if your organisation is using the 2cloudnine General Ledger package to create Journals, at
this stage the Journal records will not be deleted automatically and must be deleted manually.

* This is a beta release of the Delete Invoice functionality and additional updates and improvements will
  be included over the releases for 2023.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-31921

### Ability To Send Invoice Emails With Attachments Over 3MB

Previously, there was a Salesforce limit that prevented the attachments for emails from being over 3MB.
Salesforce has now changed the limit so attachments can be up to 25MB. As such, the previous limit that
was used during the Send Invoice Emails functionality has been removed and the Salesforce limit for
25MB will be enforced. Please note that this is a combined limit, so it applies to the sum of the size of all
of the attachments that are sent with an email.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-33668

### Update for 2cloudnine’s Invoice PDF Templates

All 2cloudnine Standard Invoice PDF Templates have been reviewed to confirm that they detail the most
relevant information. Due to this, a new field has been introduced to relate any Timesheet Allowances
that applies to an Invoice / Invoice Item. This then allows for the information held on the Timesheet
Allowance to be provided on the Invoice PDF.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-32578

### Redesign Of The Compose Invoice Email Functionality

To prevent previous limitations of the Compose Invoice Email functionality, there have been updates
made so that it uses newer Salesforce tools and capabilities. In doing this, the overall function has stayed
the same, so your organisation will not need to re-train staff to send emails.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-32582

### Enhancement to the Assignment Rate Automation to Accommodate \$0 Pay Rates

The Assignment Rate Automation has been updated to accommodate if there is a Base Pay Rate of \$0
used on a Minimum Pay Rate i.e. for Unpaid Leave. Previously, if on the Minimum Pay Rate record the
Base Pay Rate was defined as \$0, there were some scenarios where the Total Pay Rate was calculated on
the Assignment Rate at above \$0. Now the logic has been changed so when calculating the value of the
Assignment Rates recording, if \$0 is used as a Base Pay Rate we also set the Pay Rate Multiplier as \$0.
This ensures that the Total Pay Rate remains \$0. This also carries over any resulting Pay Transactions
created.

**Configuration Requirement** : No configuration required

**User Story Reference Number(s):** SC-32609

### New Capacity To Import Timesheet Activities

The Import Tool Extension has been updated to allow for Timesheet Activities to be imported and
automatically related to the Timesheet Entry that it applies to.

Once the package is installed, an update Import Template/CSV must be used to import compliant
Timesheet data. This has been provided in the Further Information table below.

| Document               | Document Type              | Description                                                                                                             |
| ---------------------- | -------------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| Timesheet Template.cvs | Document<br />Template/CSV | Once the package is installed, an update Import<br />Template/CSV must be used to import compliant<br />Timesheet data. |

**Configuration Requirement** : No configuration required other than installing the package. **User Story Reference Number(s):** SC-32103

### Relate Imported Pay Transactions To Timesheets And Timesheet Entries

Users can now import Pay Transactions data and have it automatically linked to see relevant Timesheets
and Timesheet Entries. This will mean that this information can be used further along in the
organisation's processes i.e. including the necessary information on invoices.

Once the package is installed, an update Import Template/CSV must be used to import compliant Pay
Transaction data. This has been provided in the Further Information table below.

| Document                     | Document Type              | Description                                                                                                                   |
| ---------------------------- | -------------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| Pay Transaction Template.csv | Document<br />Template/CSV | Once the package is installed, an update Import<br />Template/CSV must be used to import compliant<br />Pay Transaction data. |

**Configuration Requirement** : No configuration required other than installing the package. **User Story Reference Number(s):** SC-32033

### Monthly Timesheet Creation and Interpretation Has Been Expanded

Previously, Monthly Timesheets were created based on the calendar months and Timesheets ran
between the 1st of the month to the end of the month. Functionality to create and Interpret Timesheets
has now been extended to include Monthly Timesheets that start mid-month. This means when an
organisation needs to provide Timesheets that start any day apart from the 1st of the month i.e. the 15th
of the month, the Timesheets will be created based on a User defined field on the Timesheet Calendar.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-34134

### Define Whether An Expense Claim Receipt / Attachment Is Required Before Submission

New functionality has been introduced so that on an Assignment you can define whether an attachment
/ receipt is required before an Expense Claim can be submitted for approval. Where the associated field
on an Assignment is set to Yes, Users will not be able to submit an Expense Claim if there is not an
attachment included in the submission. This also applies to Employees when submitting Expense Claims
via the Experience/Communities.

**Configuration Requirement** : **Optional**\
**User Story Reference Number(s):** SC-30200

### Improvements in various page layouts

Various page layouts have been reviewed and improved which have created better consistency and
overall ease of use between pages. These improvements include specifying required fields and a check to
ensure that all fields necessary to functionally are included on the layout. This will make it easier for Users
to ensure the correct information is filled out and also for less errors caused by incorrect data.

The page layouts updated include:

* Assignment Rate - Time2Pay Assignment Rate - Timesheet
* Assignment Rate - Time2Pay Assignment Rate - Timesheet Template
* Payee Allowance Record - Time2Pay Payee Timesheet Allowance
* Payee Allowance Record - Time2Pay Payee Timesheet Allowance Template Group
* Payee Allowance Record - Time2Pay Pay Rate Loading
* Assignment - Time2Pay Assignment - Temp
* Assignment - Timesheet Activity Project Code Layout
* Notification Setting - TC9ET Notification Setting - Expense Claim
* Notification Setting - TC9ET Notification Setting - Timesheet
* Pay Code - Time2Pay Pay Code - Allowance
* Pay Code - Time2Pay Pay Code - Deduction
* Pay Code - Time2Pay Pay Code - ETP
* Pay Code - Time2Pay Pay Code - Expense
* Pay Code - Time2Pay Pay Code - FBT
* Pay Code - Time2Pay Pay Code - Lump Sum
* Pay Code - Time2Pay Pay Code - Payment
* Schedule - TC9ET Invoice Schedule Layout
* Schedule - TC9ET Pay Schedule Layout
* Payee Opening Balances - TC9PR Payee Opening Balance
* Notification Setting - TC9PR Notification Setting - leave
* Pay Schedule - TC9PR Pay Schedule Layout
* Work Schedule - TC9PR Layout
* Payment Detail - TC9PR Payment Detail Payee Cash layout
* Pay Code - TC9PR Pay Code Layout

The page layouts updated include:

* Schedule - TC9PR Schedule Record Page

**Configuration Requirement** : No configuration required

**User Story Reference Number(s):** SC-32723, SC-33082, SC-33156, SC-33216, SC-33255, SC-33425, SC-33484,
SC-33507, SC-33652, SC-33767, SC-34512, SC-35011, SC-33464, SC-33466, SC-33517, SC-33972

### Minor Updates

Minor updates in the following areas have also been provided. There are no configuration requirements,
and these items will become available on the installation of the package.

#### Leave

* A validation has been introduced to prevent Users from creating Pay Transactions for the
  payment of leave when the Payee Leave Event field is blank
  **User Story Reference Number(s):** SC-33840

* Updates have been made so that the Payroll package now includes a new Leave
  Rule record type ‘Public Holiday Did Not Work’, to negate the need for manual
  creation of this commonly used Leave Rule. <Badge color="green">New</Badge>
  **User Story Reference Number(s):** SC-35375

#### Payroll Tax Reporting <Badge color="green">New</Badge>

* Improvements have been made to reporting available from Payroll Tax
  Lodgements to ensure the accuracy of reportable wages, and prevent the reporting of inflated
  wages.
  **User Story Reference Number(s):** SC-35509

#### Contact, Payees and Assignments

* Updates have been made to the Payee Exit Functionality, which prevent an unnecessary
  validation error from being encountered when Users are trying to expire Payee Deduction
  Records and/or Payee Allowance Records
  **User Story Reference Number(s):** SC-32961, SC-34286

#### Assignment Rates and Minimum Pay Rates

* Enhancements have been made to Assignment Rates Automation so when records are
  generated from the Interpretation Rules, every Pay Code related to the Interpretation Rule is
  included
  **User Story Reference Number(s):** SC-33135

* Updates have been made to Assignment Rates Automation to ensure, were the Assignment is
  due to start at a future date, the Assignment Rate that is created applies to the pay rate at their
  start date
  **User Story Reference Number(s):** SC-33006

* Enhancements have been made to Assignment Rates Automation so when a new Assignment
  Rate is added to a Template Group, all the necessary Assignments have a copy of it created and
  added to their available Assignment Rates
  **User Story Reference Number(s):** SC-34232

#### Timesheets

* Updates have been made so that when opening Timesheets, the “Cannot read properties of
  undefined (reading 'values')” error does not occur which was previously preventing the User from
  being able to view the Timesheet
  **User Story Reference Number(s):** SC-34369

#### Timesheet Expense and Expense Claim

* A validation has been introduced to validate if the data entered is an Expense and, where the
  Taxable field is set to True, the Tax must populate with a value other than 0
  **User Story Reference Number(s):** SC-30969

#### Notifications

* Updates have been made to the notification functionality to ensure that, if an Approver (Primary
  or Alternative) opts out of receiving notifications, any required notifications are still sent to other
  Approvers
  **User Story Reference Number(s):** SC-33026

#### Interpretation Rules and Time Interpretation

* Enhancements have been made to cater for additional edge case scenarios relating to minimum
  hours and overnight shifts
  **User Story Reference Number(s):** SC-34250, SC-34391

* Improvements have been made to ensure that, where Variations are provided, the correct data is
  used to determine the frequency breakpoints and overtime
  **User Story Reference Number(s):** SC-34250

* Updates have been made to ensure that Leave Entries are never included in TOIL calculations
  **User Story Reference Number(s):** SC-34303

* Enhancements have been made to Frequency Overtime Interpretation, where the overnight
  portion falls on a Public Holiday to ensure that the correct Pay Code / Breakpoint is selected
  **User Story Reference Number(s):** SC-34387

* General improvements have been made to the Interpretation Builder to make it more user
  friendly and functional
  **User Story Reference Number(s):** SC-33932

* Enhancements have been made to cater for additional edge case scenarios relating to frequency
  overtime and overnight shifts
  **User Story Reference Number(s):** SC-34981, SC-34975

* Enhancements have been made to the Hourly Interpretation where the overnight portion falls on
  a Public Holiday to ensure that the correct Pay Code / Breakpoint is selected
  **User Story Reference Number(s):** SC-34545

* Updates have been made to cater for additional edge case scenarios relating to Wake Up and
  overnight shifts
  **User Story Reference Number(s):** SC-35003

* Enhancements have been made to cater for additional edge case scenarios where Variations are
  provided to ensure the correct data is used to determine the frequency breakpoints and overtime
  **User Story Reference Number(s):** SC-34998

* Updates have been made to ensure the Pay Transactions are related to the correct overnight
  Timesheet Entry
  **User Story Reference Number(s):** SC-34932

#### Pay Batch and Pay Batch Manager

* Updates have been made to the Launch button of the Pay Batch Item so that it launches the Pay
  Batch Manager and no longer appears as a broken image
  **User Story Reference Number(s):** SC-34937

* Enhancements have been made to the Pay Batch Manager Bulk Add Functionality to include the
  Last Name and the First Name of the Employee, so they are easier to identify
  **User Story Reference Number(s):** SC-32270

* Improvements have been made to the validation on the Pay Batch Manager’s Adjustment
  functionality to prevent Users from saving a Pay Transaction if the Quantity field is left blank
  **User Story Reference Number(s):** SC-34270, SC-33533

* Enhancements have been made to the Pay Batch Manager’s Adjustment functionality, so it will
  only display an Assignment Rate for selection if their Effective Date and Expiry Date are within
  the Calendar Period of the Payroll being processed
  **User Story Reference Number(s):** SC-34301

* Updates have been made to prevent Payee Aggregates from splitting unnecessarily if a payment
  was related to a Payee Leave Rule.
  **User Story Reference Number(s):** SC-34978

* Updates have been made so the current Leave Balance will be updated on each Payee Leave
  Rule record when a Payment File is Released
  **User Story Reference Number(s):** SC-33822

#### Pay Advice and Pay Advices Template

* Improvements have been made to the Pay Advices Template’s Clone functionality to ensure that
  Users are presented with the cloned copy of the Pay Advices Template to make any required
  changes on
  **User Story Reference Number(s):** SC-32551

#### Invoice Batch Manager and Invoices

* Updates have been made to the Invoice Batch Manager to ensure the Pay Code that is relevant to
  Pay Transactions are included when Viewing Transactions
  **User Story Reference Number(s):** SC-33780

* Updates have been made to the Transaction View of the Invoice Batch Manager to ensure that,
  when the ‘Include Prior Periods’ field is selected, all the necessary Transactions are listed
  **User Story Reference Number(s):** SC-32501

* Improvements have been completed so that custom Visualforce Pages can be defined as an
  Invoice PDF Template so it renders the Invoice PDF without a Salesforce namespace error
  occuring
  **User Story Reference Number(s):** SC-34257

* Updates have been made to the functionality to split Invoices based on the Project Code that
  applies to ensure that it abides by the Split by Project Code settings
  **User Story Reference Number(s):** SC-32543

* Updates have been made to the Bulk Send Invoice Emails functionality to prevent an ‘Attempt to
  De-reference Null Pointer’ error occurring
  **User Story Reference Number(s):** SC-32757

* Improvements have be made so Users are able to send Invoice PDFs via email that are related to
  Allowance Pay Transactions
  **User Story Reference Number(s):** SC-34986

* Updates have been made to ensure Users and Invoice recipients are able to view Invoice PDFs via
  the Invoice Portal
  **User Story Reference Number(s):** SC-34966

#### Lodgement Manager

* Improvements have been made to the Lodgement Manager functionality so that, when creating
  lodgements, there is a system check to ensure that there are no other Lodgements being created
  using the same filter criteria. If so, the User will be asked to wait to prevent con-currency issues
  **User Story Reference Number(s):** SC-34141

#### Employee and Approver Experience (previously Communities)

* Updates have been made to the Salesforce enhanced domains to update the Link Tokens as
  required by the Spring’ 23 release
  **User Story Reference Number(s):** SC-34390

* Updates have been made to the Employee Experience so that when a non-Timesheet related
  Payee Leave Event is submitted and rejected by the Approver, the Employee can see the
  Rejection Reason when they view the record
  **User Story Reference Number(s):** SC-33502

* Enhancements have been made to the Employee Experience to align the new Work Visa
  requirements for Users who are completing a TFN declaration. Now, if they answer 'Yes' in the
  Approved Working Holiday Maker field, a new Country of Visa Work field should be displayed for
  Users to detail what the Country of Visa/Work is
  **User Story Reference Number(s):** SC-35013

* Updates have been made to the Employee Experience to ensure that when a User adds a
  Timesheet Entry to a Timesheet, the Hours and Total Hours are calculated correctly
  **User Story Reference Number(s):** SC-33962

* Improvements have been made to ensure that Timesheet and Timesheet Allowances can both be
  submitted through the mobile version of the Employee Experience
  **User Story Reference Number(s):** SC-34128, SC-34140

* Updates have been made to the Employee Experience to prevent a SOQL queries 101 error from
  occurring when Users are saving fortnightly Timesheets.
  **User Story Reference Number(s):** SC-33499, SC-33790

* Updates have been made to the Approver Experience to ensure that Approvers can view
  attachments to Leave Requests when submitted.
  **User Story Reference Number(s):** SC-33091

* Improvements have been made to the Approver Experience to ensure that Approvers can
  approve/reject Employee's Timesheets when it is related to a Timesheet Expense.
  **User Story Reference Number(s):** SC-33867

* Updates have been made to the Employee Experience to automatically calculate and populate
  the Total Ex Tax field based on the combination of Total Ex Tax, Taxable and Tax fields on an
  Expense record
  **Reference Number(s):** SC-34526

#### All Functionalities

* Updates have been made to the all lookup fields that use a filter to meet the new Salesforce
  requirement that specifies that specifies that the developed name is used for referencing fields in
  its criteria
  **User Story Reference Number(s):** SC-35001, SC-35079, SC-35004

<Tip>
  Take advantage of these new features and improvements now. Talk to your Partner Provider or System Administrator about upgrading so you can experience the benefits of the **Calytrix '23 Release** for yourself.
</Tip>