Software enhancements made to Primo Umbrella in October 2020
1.1 Umbrella Margin Method: Multi-Company Interface
1.2 API Integrations screen
1.3 Agency Contact
1.4 HMRC Tab – Company Level
1.1 Umbrella Margin Method: Multi-Company Interface
We’ve fixed the Agency margin deduction issue which would cause the following margin methods not to be deducted in the Multi-Company Interface.
- Apply Fixed Fee Table
- Apply % Fee Table
You can manage the Agency margin method in the Agency Profile.
Agency Profile → Financials → Margin Method.
Set up the desired deduction table by using the ‘Calculator’ icon.
1.2 API Integrations screen
We’ve redesigned the API Integration screen to provide a cleaner, more engaging user experience. All the Integrations are still available to you with a new look.
1.3 Agency Contact
We’ve added a new field in the Umbrella tab within the contractor record. You will be able to select an ‘Agency Contact’ from the dropdown menu based on the Primary Agency set up for each Contractor.
Contractors Screen → Contractor Record → Umbrella Tab → Main Settings → Agency Contact
Agency Contact Setup: You can add and edit Agency Contacts via the Agency Profile page.
Agencies → Agency Profile → Contacts
1.4 HMRC Tab – Company Level
You’ll now be able to access the HMRC tab from the Company level ‘Task Manager’ section and complete all your RTI (Real Time Information) duties for the Company and its Contractors exclusively.
Task Manager → HMRC
Note: Please make sure to have RTI enabled and the HMRC Gateway details saved in the Company Settings.
