Richer CRM leads, subtasks, and onboarding you can come back to
Leads with several contacts and recurring values, drag-to-nest subtasks in projects, and onboarding steps you can reopen or finish later.
A lead can have several contacts and say how often its value recurs. The annual figure is shown and sortable.
When a contact already exists, Mployr offers to use or update it instead of creating a duplicate.
Drag a task onto another to make it a subtask, and drag it back out again. Move a board to any folder, and set the category on several projects at once.
Contractor onboarding has its own link, prefilled details and room for several certificates. Reopen a finished step, or leave and finish later.
Improvements
Reports: A yearly scheduled report can choose the month it runs, schedules run in their own timezone, and month-end runs land on the right day.
Payroll: Payroll compliance names the employee instead of showing an internal number.
Projects: A board remembers its columns and sort for everyone, and notifications open the task they're about.
People: Someone who works in several businesses is listed in each. The tax-free threshold question is asked of residents only.
Fixes
Signed documents download again.
The Xero employee export sends people Xero can pay.
A save that fails now says so.