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# Grevillea '26 - Release Notes
The Grevillea ‘26 release for 2cloudnine Payroll has a number of refinements and User Interface (UI)
optimisations to augment the Payroll processing experience. It offers expanded reporting capabilities,
updated compliance features, and a greater level of data insight.Below is an outline of the new features
and updates that are included in the release.
### Updates to the Bulk FBT File Upload functionality
An update has been made to the credentials of the integration tool used to facilitate the Bulk FBT File
Upload. The Reconciliation package must be upgraded within the Orgs who wish to upload their FBT
data using the File Upload functionality. Any attempts to use existing packages with outdated credentials
will fail.
**Configuration Requirement:** No Configuration Required\
**User Story Reference Number(s):** SC-38380
### Enhanced Data Security for Community Users
Enhancements have been made to redefine Approver and Employee Community User Permissions to
ensure Users are only presented with essential data.
New Sharing Sets have been enabled to strengthen data protection while maintaining an intuitive
Community User Experience, so that Users are able to securely complete necessary tasks without
visibility of unnecessary records or information.
Please note that these changes only apply to Community Users; Community Plus Users will remain
unaffected.
**Configuration Requirement:** Conditionally Compulsory\
**User Story Reference Number(s):** SC-38110, SC-38111
### Data Integration Upgrades for the Field Service Extension
The Field Service Extension has been uplifted to further streamline Timesheet processing, offering new
and optimised capabilities for the integration of Field Service data.
#### Automatic Approvals for Integrated Timesheets
* With the inclusion of a new checkbox on the Custom Setting labelled Field Service Integration
Configuration, the ability to have Field Service Time Sheets inserted as a Status of Approved by
the integration allows the Timesheet processing to proceed immediately without any further
delays.
* Where integration encounters Validation Errors, the Integration Status on the Field
Service Timesheet will be updated to Failed, with Debug Headers and Debug Logs
generated to outline the corrections required.
#### Refined Integration Logic for Sleepover Entries
* Updates have been implemented to Sleepover Timesheet Entries extending across separate
Calendar Periods, streamlining validations for cross-period Entries and mitigating the need for
manual adjustments.
* The inclusion of a 1 day grace extension to the date range of the Calendar Period is now
applied during the validation of Field Service Timesheet Entries. This enables the
successful integration of the data, where a Sleepover shift spans through midnight into a
new Timesheet Period, the associated Entries (including Wake-Up disturbances) will now
be attributed to the initial Timesheet Period, following data integration.
**Configuration Requirement:** Conditionally Compulsory\
**User Story Reference Number(s):** SC-37847, SC-37846
### Allowance Calculation Improvements
Changes to Allowance Logic ensure that, where an Assignment has been defined on a Payee Allowance,
Pay Transactions will only be generated for the specified Assignment record.
This update applies to Allowances calculated using Percentage of Gross, Percentage of OTE, and Rate per
Quantity Worked. Additionally, Rate per Quantity Worked calculations will now automatically populate
the Allowance Quantity according to the Hours Worked, and Allowance Rate defined in the Payee
Allowance.
These improvements ensure accurate Assignment-based Allowance calculations for Pay Batch
processing.
**Configuration Requirement:** No Configuration Required\
**User Story Reference Number(s):** SC-36047
### Assignment Selection for Payee Exit Calculations
Employee termination processing has been optimised to refine and control the quality of Pay Transaction
data generated during Payee Exit processing.
An optional Assignment field is now available for selection from the Payee Exit Calculation (Advanced)
interface, allowing Payee Exit Pay Transactions to be generated against a specified Assignment record.
Pay Transactions created during this process will inherit the Department, Natural Account and Costing
Allocations from the defined Assignment, flowing downstream to General Ledger reporting without the
need for manual intervention.
**Configuration Requirement:** No Configuration Required\
**User Story Reference Number(s):** SC-33648
### Record-Triggered Flows to replace Workflow Rules for STP Notifications
To align with Salesforce platform changes, Record-Triggered Flows will replace the STP Lodgement
Workflow Rules responsible for generating Lodgement Status Notifications via email.
This update ensures the continued delivery of STP Processing Status communications following
submission to the ATO, mitigating any risk associated with the deprecation of Workflow Rules to
maintain system reliability.
**Configuration Requirement:** Conditionally Compulsory\
**User Story Reference Number(s):** SC-37896
### Bulk Retrieval of Confirmed STP Lodgements
A new Get STP Response (Bulk) button is now available from the Lodgements AU Standard List View. This
enables Users to multi-select Confirmed STP Lodgements and retrieve ATO Processing Statuses in bulk.
The new STP - Confirmed/Pending ATO Response List View is setup to filter your STP Lodgements so that
you can directly see which ones are pending a processing status update from the ATO, select/multi-select
them, and initiate the response retrieval.
**Configuration Requirement:Compulsory User Story Reference Number(s):** SC-31938
### Pay Advice Mobile Optimisation
The Pay Advice List View within the Employee Community has been enhanced to deliver a fully
mobile-optimised experience, improving accessibility for on-the-go usage.
Users can now navigate and access Pay Advice records in portrait mode, without requiring landscape
view to interact with columns or action buttons. This aligns the Pay Advice experience with existing
mobile components, such as Timesheets and Expense Claims, providing a more cohesive Employee
experience.
**Configuration Requirement:** No Configuration Required
User Story Reference Number(s):SC-34576
### Inclusion of PAYG, STSL in Payment File Generation
Payments to the ATO for PAYG and STSL amounts may now be included during Pay Batch processing for
automatic inclusion in generated ABA Payment Files. This reduces the need to manually compile and
issue Payment Files externally from 2cloudnine for payment of these amounts.
If enabled, this new feature will generate a dedicated Payment File Line for remittance to the ATO using
the Total Taxes value defined on the Pay Batch. Self-balancing lines will also incorporate these amounts,
where required. The Payment File PDF will display the ATO payment, with Payment Details sourced from
the Payment Entity record.
Additionally, new fields labelled Payee PAYG Amount and Payments Minus PAYG are now available on
Payment Files for clearer visibility of Total Value amounts excluding the PAYG amount.
**Configuration Requirement:** Optional\
**User Story Reference Number(s):** SC-37779, SC-38385
### Import Tool Enhancements
The Import Tool has been enhanced with AI-powered timesheet processing, improved validations, and
expanded reporting to deliver a faster and more reliable import workflow.
#### AI-Powered Timesheet Processing
* Automated image to PDF Timesheet conversion is now available without the need for third-party
software, minimising the administration required to digitise physical Timesheets.
* The Import Tool now has the capability to both directly convert JPG and PNG files
uploaded from mobile devices into PDFs, which can then be used to process and extract
pertinent Timesheet data automatically.
* New AI-powered automation may also be utilised to process and extract data from PDF
Timesheet files received via email, without the need for manual intervention.
#### Improved Assignment Matching and Validation
* Imported Timesheets are now automatically matched to corresponding Assignments, thanks to
new enhanced matching logic.
* External IDs are generated and populated for records created as a result of successful data
import, removing the need to manually create and validate External Id values.
* Expanded validations ensure imported Timesheet Entry data aligns with the formatting
requirements of the associated Assignment Timesheet Calendar, to mitigate processing failures
caused by misaligned data.
#### Enhanced Import Workflow and Navigation
* A new wizard-based Import Tool interface provides clear status and import progress indicators,
with session management allowing import progress to be retained even if refreshed.
* New keyboard shortcuts have been introduced to support faster navigation, along with upgraded
search functions that provide results for partial-entry matches (rather than requiring the exact
entries to return record results) for improved Employee, Assignment and File validation during
Timesheet review.
#### Configurable Import Preferences
* Users can now configure Import preferences, such as hiding certain Timesheet Entries, defining
batch sizes, and managing email notifications to suit individual workflows, thanks to the
introduction of the new Settings button.
#### Expanded Import Result Visibility
* Import reports now provide wider insights into processing outcomes, including success and
failure counts, more detailed error messages, and downloadable result files for troubleshooting
and audit tracking.
**Configuration Requirement:** No Configuration Required\
**User Story Reference Number(s):** SC-38029, SC-38028,SC-38031, SC-38032, SC-38033, SC-38034,
SC-38035, SC-38036
### New Functionality: Invoice Settings Template Groups (ISTG)
The Invoice Settings Template Groups (ISTG) feature is a significant enhancement to the invoicing
framework within 2cloudnine, redesigning how Invoice Settings are configured, assigned, and applied
across Accounts, Assignments, Invoiceable Fees, and Pay Transactions.
Previously, the Invoice Settings model enforced a one-to-one relationship between an Account and its
Invoice Settings, limiting flexibility for organisations with complex billing arrangements. With ISTG, a
single Account can now be associated with multiple Invoice Settings through the use of Template
Groups, each containing its own configuration, such as different Invoice Entities, Payment Terms, and
Invoice Grouping.
A key improvement is the ability to define ‘Invoice Group By’ logic at the Invoice Setting level. This
enables a single Client to produce invoices grouped differently across different Template Groups, for
example, grouping invoices by Client for one Template Group and by Assignment for another.
* **Multiple Invoice Settings per Account** — Assign multipleInvoice Settings to a single Account via
Template Groups, each linked to a different Invoicing Entity or billing configuration.
* **Invoice Group By at the Invoice Setting Level** — Definedistinct ‘Invoice Group By’ logic per
Invoice Setting, supporting varied grouping requirements across Payroll Items and Invoiceable
Fees.
* **Invoiceable Fee Template Group Selection** — When creatingan Invoiceable Fee from a Client
record (or an Assignment without a Template Group), Users are prompted to select the applicable
Template Group, ensuring the correct Invoice Setting is applied.
* **Backward Compatibility** — All existing Invoice Settingbehaviour is preserved for Orgs not using
Template Groups.
**Configuration Requirement:** Conditionally Compulsory\
**User Story Reference Number(s):** SC-37452, SC-38433
### Invoice Processing Refinements
New and updated features for Invoice generation and delivery are now available, supplying greater
precision and control to Invoice processing activities.
#### Optimised Invoice Generation
* Updates to Invoice messaging have been made to minimise unnecessary validations, enhance
communications and streamline overall workflow.
* Access to Invoice messaging has been expanded, so that the Send Invoice Email button is
accessible to all Payroll Users, rather than being restricted to the User responsible for
initial Invoice creation.
* Additionally, any Invoice Messages entered will be automatically displayed on generated PDFs to
optimise Invoice Management communications.
* Disruptions to Invoice PDF rendering across page breaks have been addressed, so that Invoice
Items are now displayed alongside each related Payee, for ease of identification when reviewing
multi-page Invoices.
#### Dedicated Portal Configuration for Invoice Processing
* A new configuration option has been introduced to distinguish Invoice Portal settings from
default Community Site Settings.
* This enhancement enables successful Invoice creation, and provides a greater distinction
between the provisioning of Community Users and Invoicing-specific functions.
**Configuration Requirement:** Conditionally Compulsory\
**User Story Reference Number(s):** SC-36075, SC-35934,SC-33147, SC-35532
### Overnight Interpretation Support for Hourly Rules
Overnight Interpretation functionality is now supported for Hourly Interpretation Rules, including
Interpretation Variations, to align with the existing Timesheet assessment available for Shift Time Record
Types.
Where enabled, Overnight periods will be assessed according to the day each portion of the Timesheet
Entry falls within.
**Configuration Requirement:** No Configuration Required\
**User Story Reference Number(s):** SC-36030
### Minor Updates
Minor updates to the following areas have also been provided. There are no configuration requirements,
and these items will become available on installation of the package.
#### Lodgements
* The following UI optimisations have been made to uplift the Lodgement Manager:
* Addition of Financial Year End Date displaying against each Lump Sum E Record within the LUMP SUMS tab of the View Details Panel.\
User Story Reference Number(s): SC-34236
* Refinements to ensure the Annual Payroll Tax Reporting is not inadvertently misaligned with the Monthly figures.\
User Story Reference Number(s): SC-37677
* Addition of Descriptions for the Allowance - Other Record Type to the ALLWS/DEDNS tab of the View Details Panel.
User Story Reference Number(s): SC-34237
* STP mapping logic has been expanded to accommodate additional prefix language when assessing residential status. Payee Addresses prefixed with ‘au’, ‘AU’, ‘aus’ and ‘AUS’ will all now all be identified as belonging to Australian Residents for STP Lodgement Reporting purposes.\
User Story Reference Number(s): SC-36607
#### Pay Batch Processing
* A minor code fix was applied to ensure Payment Files may continue to be reliably downloaded for
Cash Payment Payees, resolving a runtime error generated when the Include PAYG in Payment
Files functionality was not also being utilised.
User Story Reference Number(s): SC-38673
* A technical change has been issued to ensure ETP amounts for Payees over the pension age are
calculated, to mitigate the need for manual adjustments.
User Story Reference Number(s): SC-38026
* Pay Batch Manager UI refinements enable ETP and Lump Sum Payment values to be displayed
from the Pay Transaction View Details Tab of each Payee Pay Batch.
User Story Reference Number(s): SC-36839
* New Pay Batch Manager automation allows for the dynamic update of Latest Deduction Date
values to be displayed against each Payee Deduction, negating any potential for references to
deleted Pay Batch data.
User Story Reference Number(s): SC-35292
* Revised validations have been made to the creation of Payee Opening Balances where a payee
has multiple Payee Leave Rules, for the same parent Leave Rule.
User Story Reference Number(s): SC-37897
* A fix has been implemented to prevent leave balances from displaying on Pay Advices when the
Payee Leave Rule is expired, there is no balance movement and the closing balance is zero.
User Story Reference Number(s): SC-SC-38191
#### Timesheet Processing
* Revisions have been made to optimise the matching logic used to pair Pay Transactions with
their respective Assignment Rates.
User Story Reference Number(s): SC-38295
#### Invoicing
* Updated validations now allow Perm Assignment Record Types to be created without requiring
Payment Entity record relationship.
User Story Reference Number(s): SC-32881
#### Expense Claims
* An issue preventing the Create New Expense Claim action from launching correctly from
Assignment records has been addressed, thanks to updates made to restore expected
functionality and improve operational efficiency.
User Story Reference Number(s): SC-38316
* Processing refinements have been made to further expand the precision and accuracy of
calculated Expense Claim values when multiple Expenses included.
User Story Reference Number(s): SC-33857
#### Interpretation Rules
The following Interpretation Rule components have been adapted to support ongoing compliance and
efficacy:
* Expanded fieldset access for Payroll User Permissions.
User Story Reference Number(s): SC-38285
* Refreshed assessment logic for Time of Day calculations within Hourly Variations.
User Story Reference Number(s): SC-38167
* Dual Leave Loading Calculation improvements for Shift Start Interpretation Rules.
User Story Reference Number(s): SC-37763
* Amended Shift Based logic for Minimum Rest and Frequency Overtime Interpretation.
User Story Reference Number(s): SC-37661, SC-36312
* Refinements to Overtime Hour calculations for Daily Allowances.
User Story Reference Number(s): SC-36764
#### Import Tool
* The following changes have been implemented to refine Import validations:
* Initial data validations have been expanded to assess maximum character limitations and
External Id values, allowing minor discrepancies to be flagged for correction prior to
Import processing.
User Story Reference Number(s): SC-36592, SC-36641
* New character cap restrictions have been implemented to prevent high-volume import
failures caused by Error Summary results exceeding Salesforce field limitations.
User Story Reference Number(s): SC-36593
* Hour values displayed in Results Detail reporting will now be rounded to two decimal places. This
adjustment enhances consistency and readability when reviewing calculated hours within
processing results.
User Story Reference Number(s): SC-38309
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 Grevillea ‘26 Release for yourself.