What is included in this document?

We have provided a breakdown of the Pay and Bill core features already available in Pay and Bill Evo, including features on the roadmap, where you will have to use Pay and Bill core to access the functionality. The process mapping guidance will help you best prepare when assessing your payroll processing when using both systems. We have also given you the report pack currently available in Pay and Bill Evo.

We include a list of the main processes involved in a standard payroll run. The payroll processes are listed in a commonly adopted processing order, and they provide you with a navigation hint and any further details that we think would be helpful. A visual indicator icon is displayed at the side of each process row, indicating whether the process is currently available within Pay and Bill Evo, advising whether we have the feature on our current roadmap.

Additionally noted are our Roadmap Items, which are listed in terms of our shorter, mid-term, and longer-term roadmaps. Hopefully, this will address concerns about losing functionality within Pay and Bill Evo. You drive our roadmap and priorities, so feedback is essential to us. Please get in touch with us at any time to discuss this.

Summary

Out of scope – With no plans to transfer functionality:

The function key shortcuts will not be replicated within Pay and Bill Evo

Pay & Bill Evo currently offers the following report pack:

Exception Reporting:

Invalid Payroll Starters.
Invalid Timesheet Enquiry.
SSP Errors and Warnings.
Main Calculation.
Quality Standard.

Payroll Reports:

Net Pay Report.
Payroll Journal Report.
Payroll Analysis report.
Payroll Totals report.
Student/Postgraduate loan.
Overpayment Recovery Report.
P11 Summary report.
HMRC Remittance Report.
Apprenticeship levy report.
VAT report.
Regulated Pension Report.
FTI Error Log Enquiry.

Invoicing Reports:

Gross profit report.
Invoicing daybook.

Pay and Bill Evo Process Mapping

The table below guides you to which tasks you can perform within Pay and Bill Evo and which tasks you will need to revert to Pay and Bill Core to complete.

We have included icons for quick and easy reference to help understand how this may be organised when performing the Payroll and Billing tasks.

Order	Task	Menu	Notes	Pay and Bill Evo	Pay and Bill Core	Feature on Road Map
1.	Standard Weekly Import	Data Entry > Standard Weekly Import	The imports can be invoked from Pay and Bill Evo
	Flexible Timesheet Import	Data Entry > Import Timesheet File	The imports can be invoked from Pay and Bill Evo
	Flexible Timesheet Import – Error Log Enquiry	Payroll > Payroll Exceptions > Reports> FTI Error Log Enquiry	The import errors resulting from an FTI import can now be viewed.
	Import Timesheet Images	Data Entry > Import Timesheet Documents	The imports can be invoked from Pay and Bill Evo
	Imported Data		This is the ‘Web Holding Area’ within Pay and Bill Core Imported Client, Worker and Timesheets Records are now available
	Scanning
2.	HMRC RTI Data import (PAYE Online)
3.	Worker Record Entry	Data Entry > Workers	PAYE, 1-2-1 Contractors - all Legal statuses, Managed Agency and Umbrella Workers supported.


3.	Worker Record Entry	Data Entry > Workers	PAYE, 1-2-1 Contractors - all Legal statuses, Managed Agency and Umbrella Workers supported.
	Worker Record View	Data Entry > Workers	PAYE, 1-2-1 Contractors - all Legal statuses, Managed Agency and Umbrella Workers supported.
	Worker Record Edit	Data Entry > Workers Worker Action Panel	PAYE, 1-2-1 Contractors - all Legal statuses, Managed Agency and Umbrella Workers supported.

Order	Task	Menu	Notes	Pay and Bill Evo	Pay and Bill Core	Feature on Road Map
	1-to-1 Contractor Supplier Record View	Data Entry > Workers > Worker Action Panel
	1-to-1 Contractor Supplier Record Edit	Data Entry > Workers > Worker Action Panel
4.	Statutory Forms Starting Declaration and/or P45(3) Entry	Data Entry > Workers > Worker Action Panel	The ability to see P46 (Starting Declaration), P45 (3) Entry only. Other PAYE form entries are not yet available.
5.	Payroll Starters	Payroll > Payroll Starters
6.	Invalid Payroll Starters	Payroll > Payroll Exceptions
7.	Stand-Alone Supplier Entry	Data Entry > Suppliers	Umbrella and Managed Agency Supplier records
	Stand Alone Supplier View	Data Entry > Suppliers	Umbrella and Managed Agency Supplier records
	Stand Alone Supplier Edit	Data Entry > Suppliers	Umbrella and Managed Agency Supplier records

Order	Task	Menu	Notes	Pay and Bill Evo	Pay and Bill Core	Feature on Road Map
8.	Client Record Entry	Data Entry > Clients
	Client Record View	Data Entry > Clients
	Client Record Edit	Data Entry > Clients
9.	Assignments Record Entry	Data Entry > Assignments
	Assignments Record View	Data Entry > Assignments	Assignments from the worker record are not yet available.
	Assignments Record Edit
10.	Timesheet Record Entry	Data Entry > Timesheets
	Timesheet Record View	Data Entry > Timesheets
	Timesheet Images View	Data Entry > Timesheets
	Timesheet Record Edit	Data Entry > Timesheets
11.	Batch Timesheet Validate	Payroll > Batch Timesheet Validation

Order	Task	Menu	Notes	Pay and Bill Evo	Pay and Bill Core	Feature on Road Map
12.	Invalid Timesheet Enquiry	Payroll > Payroll Exceptions
13.	Force Validate Timesheet	Payroll > Payroll Exceptions > Invalid Timesheet Enquiry	This feature includes multiple Timesheet selections for force validation.
14.	Holiday View information	Data Entry > Workers > Worker Action Panel	A holiday dashboard is available, but granular accrual information is not yet included.
	Holiday Request
15.	Adhoc Payments and Deductions	Data Entry > Batch Payroll Entries
16.	Payroll Transaction Maintenance
17.	Ongoing Payments and Deductions (inc. Court Orders)	Workers > Worker Action Panel	Deductions are available, but Payments are not yet included.
18.	Leavers	Payroll > Leavers	This includes: Payroll Leavers Auto Leavers Cancel Leaver Reload Worker Leaver Status Correction
Order	Task	Menu	Notes	Pay and Bill Evo	Pay and Bill Core	Feature on Road Map
19.	Pension Management	Workers>Worker Action Panel>Pension	Pension export screens are available.
20.	Statutory Payments	Data Entry>Statutory Payments
21.	Quality Standard Check and Report	Payroll > RTI Procedures > Quality Standard Check Payroll > Exception Reports > Quality Standard Report
22.	Statutory Calculation	Payroll > Statutory Calculations
23.	SSP Errors and Warnings	Payroll > Payroll Exceptions
24.	Main Calculation	Payroll
25.	Worker Session History check	Payroll & Workers > Worker Action Panel
26.	View Payslips and Remittances	Data Entry > Worker search or supplier search	Payslips and Remittances can also be viewed from within the Worker and Supplier records.

Order	Task	Menu	Notes	Pay and Bill Evo	Pay and Bill Core	Feature on Road Map
27.	Payroll Totals Report	Reports
28.	Payroll Journal Report	Reports
29.	Net Pay Report	Reports
30.	Overpayment Recovery Report	Reports
31.	HMRC Remittance Report	Reports
32.	BACS File Extract
33.	Create P45	Payroll > P45 Create/Print	Electronic P45 functionality is now also available.
34.	Create FPS	Payroll	Creating an FPS in PAB Evo will generate the FPS for all the Employers linked with the same Tax Accounts Office reference
	Create FPS	Payroll	FPS creation for individual Employers with the same Tax Office reference.
35.	Send FPS via RTI (PAYE Online)
36.	Print P45	Payroll > P45 Create/Print

Order	Task	Menu	Notes	Pay and Bill Evo	Pay and Bill Core	Feature on Road Map
37.	Print Payslips	Payroll > Payslip print
38.	Generate Invoices/Credits	Invoicing
39.	Invoice/Credit search	Invoicing
40.	Print Invoices/Credits	Invoicing
41.	Generate Payroll Costing	Accounts
42.	Generate Sales Ledger	Accounts
43.	Accounts Entries Enquiry	Accounts
44.	Export Payroll Costing and Sales Ledger	Accounts
45.	Session Close	Payroll
46.	Period Close	Payroll
Order	Task	Menu	Notes	Pay and Bill Evo	Pay and Bill Core	Feature on Road Map
47.	Check Automated processes invoked by PAB 2.0	Reports > My processes queue	You can check the results and download files relating to the payroll processes you have run. You will only be able to see the processes you have run; shared visibility of processes is on the roadmap.
48.	User and Group Management	Admin

Other features:

Download a CSV file that captures the data shown within an exception report screen. You can filter and move your columns to suit your preference and then output. Just look for this button.
The following reports have the option of CSV outputs:
- FTI error Log Enquiry.
- Payroll Journal Report.
- Payroll Analysis Report.
- Payroll Totals Report.
- Apprenticeship Levy Report.
- VAT Report.
- Regulated Pensions Report.
- Invoicing Daybook.

Pay and Bill Evo roadmap

We have reached out to you, our Pay and Bill customers, for your feedback on which features should take priority for our next development phase of Pay and Bill 2.0. With this feedback, we have constructed our roadmap to ensure that we deliver the best value to you and the features that you need within PAB 2.0. The roadmap is broken down into three sections: Short-term, Mid-term, and Long-term.

Short-Term Roadmap features

Timesheet held from Payroll and Invoicing.
PAYE online functionality, including:
- Receiving and sending of payroll forms and notifications.
PAYE Form Enquiry:
- Expanding the ability to see all statutory forms held for a worker.
- Creation of statutory forms for workers.
RTI (Real Time Information) functionality, including:
- HMRC Remittance.
- EPS creation.
Scanned Documents.
Adjustment Timesheets.
Payroll Adjustments for Worker(s) Year to Date figures.

Mid-Term Roadmap features

Employment Intermediaries Report (EIR).
Purchase Order Management.
Purchase Invoice Management.
Accounts Entries screen.
Nominal Links.
Third Party Payments.
Client and child record relationships.
National Insurance Corrector.
Invoice Calculation Group Management.
Extended Holiday Management.
Client Record Portal Management.
Timesheet Adjustment Wizard.

Long-Term Roadmap features

Client Self-Bill Management.
Client Reference Fields (CRFs).
Audit.
Maintain Payroll Transactions.
CIS Reclaim Maintenance.
CIS300 Monthly Return.
Irish Payroll Legislation.
Global Trading functionality.
International Payroll functionality.

This list does not cover all the Pay and Bill Core Features. We will be looking to you to provide as much feedback as possible relating to your rating for the most important key areas of functionality, and which you feel is the priority for us to work on to enable you to run a payroll and invoice period without reverting to the Pay and Bill core product.

Access Pay and Bill Evo process mapping guide