Overview

The Back Office configuration option SetCustomerDailyTransaction is now respected when company records are created in AviontéBOLD. When this setting is enabled, daily regular and overtime (Reg & OT) transaction types will automatically appear in the Day tab of Time Entry for newly created companies.

Why We Built It

For Back Office integrated clients, the SetCustomerDailyTransaction configuration was not being applied when new companies were created in BOLD. As a result, daily transactions were not automatically generated in Time Entry, requiring users to manually add them from the Week tab each time they entered time for companies that required daily time tracking. This fix eliminates that extra step and ensures your configuration works as expected from the moment a new company record is created.

What to Expect

1. Review your current SetCustomerDailyTransaction configuration in Back Office (Admin Tools > Config Option > Site > Branch Setting).
2. When you create a new company record in BOLD, if SetCustomerDailyTransaction is set to True for the company's office, the company will be created in Back Office with Generate Daily Time Entry enabled (Sales & Service > Service Info). Daily time transactions will then be automatically created in Time Entry without any manual intervention.

For more information on this configuration option, see Config Option: SetCustomerDailyTransaction.

Overview

Line 9 of the 941 Report now automatically populates with uncollected Social Security and Medicare tax on tip income. This applies when an employee's net earnings were insufficient to cover the full tax amount for the quarter. No manual entry or additional steps are required.

Why We Built It

When tip amounts are large enough that an employee's net pay couldn't cover the full Social Security and Medicare tax, the uncollected remainder belongs on line 9 of the 941. Previously, that amount did not populate automatically, leaving the line blank and requiring manual correction before filing. It now flows through the Greenshades feed and populates line 9 without any extra steps.

What to Expect

No action is required. When you generate the Greenshades feed and run the 941 Report, line 9 will reflect any uncollected tip tax for the quarter automatically. If none of your employees had uncollected tip tax for the period, line 9 will remain blank as expected.

Overview

A new Employee Payroll Data – Partner Quote report is now available for generating and sharing employee information with external partners for quoting purposes. The report consolidates employee details, tax setup, and payroll data into a single export, eliminating the need to manually pull data from multiple sources. Key capabilities include:

Why We Built It

Preparing payroll data for external partners previously meant pulling information from multiple reports and formatting it manually before sharing. This report brings all required employee and payroll details into a single, ready-to-share export, reducing the time and risk involved in preparing partner quotes.

What to Expect

Once available, run the Employee Payroll Data – Partner Quote report from the Analyze section. Filter by check date range and branch, then export the results to share with your external partners. No additional configuration is required.

Overview

The California Pay Data Reporting AQ templates for both the Employee Pay Report and the Labor Contractor Report have been updated for the 2025 reporting cycle. Three new required fields are now captured: Exemption Status (Exempt or Non-Exempt), Work Schedule Type (Full-Time, Part-Time, or Intermittent), and Weeks Worked, along with remote employee data including total remote CA employees and their locations. Both AQs are due to the California Civil Rights Department on May 13, 2026.

Why We Built It

California's Civil Rights Department expanded its pay data reporting requirements for 2025, adding mandatory fields to both report templates. Submitting incomplete data can result in penalties. These AQ updates ensure your submissions include all required fields ahead of the deadline.

What to Expect

Use the updated AQ templates when generating your 2025 California Pay Data reports. The new fields will populate based on data already in your system, but verify that Exemption Status, Work Schedule Type, and Weeks Worked are accurately recorded for all California employees before running your reports. Remote employee counts are captured automatically based on work location data.