Overview

The Talent - Tax (2020 form and above) report in Avionté BOLD Analyze and the Employee 2020 Tax Info AQ report in Classic now include an On Placement / On Assignment filter parameter. This parameter lets you narrow report results to employees who are currently on an active placement, employees who are not, or all employees regardless of assignment status. The parameter defaults to Both so all records are included unless you choose otherwise.

Why We Built It

This extends the On Placement / On Assignment filter already added to the Talent - Tax and Employee Tax Info reports to the 2020 form and above versions of those reports. Payroll and compliance teams need to quickly identify which employees are currently on active placements when reviewing tax information, such as federal and state tax exemption status. Previously this required running the Active Consultants Report alongside the tax report and manually cross-referencing the two. This filter restores capability that was available in the legacy Employee Tax AQ report, making payroll planning more efficient and accurate.

What to Expect

When running the Talent - Tax (2020 form and above) report (BOLD) or Employee 2020 Tax Info AQ report (Classic), you will see the new On Placement (BOLD) or On Assignment (Classic) parameter in the filter panel. Select Yes to see only employees currently on an active placement or assignment, No to see only those who are not, or leave the default Both to include all employees. All other existing filters and report columns remain unchanged.

Overview

Six EEO and California compliance reports in Avionté Classic now filter suppliers and branches based on paycheck data rather than employee current home office assignment. The following reports have been updated:

All six reports now use a consistent paycheck-first supplier filter approach.

Why We Built It

Using paycheck data for supplier filtering ensures compliance reports accurately reflect where employees were actually paid, rather than their current assignment. This provides more precise data for regulatory filings and reduces the risk of reporting inaccuracies, especially when suppliers or branch assignments change mid-period.

What to Expect

When you run any of the six affected compliance reports through the Back Office Reports section, the data will now automatically filter payees based on the supplier under which they were paid during the reporting period. No manual configuration is required. If your organization has not performed supplier data moves, report output remains consistent with previous runs.

Overview

Correcting an invoice that has a discount applied now works the same way sales tax corrections already do: Avionté Classic recalculates the discount and merges it into the correction, instead of requiring the invoice to be voided and reprocessed to change the discount amount.

Why We Built It

Previously, adjusting an invoice's discount required voiding the entire invoice and reprocessing it, since invoice correction only recalculated sales tax. This turned a simple adjustment into a multi-step, time-consuming process. Discounts are now handled the same way sales tax is, so the correction can be completed in place.

What to Expect

When correcting an invoice that has a discount set up, a confirmation prompt appears before the correction recalculates; confirming completes the correction and merges the discount change in, the same way other corrections are applied. If the invoice has no discount or sales tax set up, nothing changes — you'll see the usual message that there's nothing to correct.

Overview

Check corrections that regenerate a time entry batch using Generate Original Pay Units can now close that batch automatically when the correction completes cleanly, instead of requiring you to close it manually. The option is available on single check-void, single check-reverse, and payment-batch correction screens, whether you're correcting one check or many at once.

Why We Built It

Correcting a check with Generate Original Pay Units left the regenerated time entry batch open, requiring it to be closed by hand — unlike invoice corrections, which already close automatically. During larger correction efforts, such as fixing a deduction or tax setup issue across many employees, this meant closing dozens or hundreds of batches one at a time. Automatically closing batches that come back clean removes that manual step, while batches with warnings or errors are still left open for review, exactly as before.

What to Expect