Nifty Payroll 2.0 Updates: (Updates listed below in reverse chronological order) 2024.11.06 SHIF: Minimum 300 being enforced on SHA Portal. Changed computation to enforce 300 minimum. 2024.11.03 SHIF Return: Added to Returns batch export. 2024.11.02 Employee Importer: Changed how excess employees calculated to ignore matched. Added extra button for updating Contact Info. The Add button was both adding from updating, now only adding. 2024.10.25 SHIF: Changed computation to be on Fixed Pay, not Gross Pay. Variable items excluded. 2024.10.24 SHIF Number: Added in employee export file of Employee Importer. 2024.10.23 SHIF Number: Added to numbers list. Employee Importer: Added SHIF number to importer and Retirement date. 2024.10.22 P10 for iTax: Fixed to allow reliefs for Secondary Employees to be added. SHIF Relief: Could not be put off in Emp Rates. Now can. 2024.10.19 PAYE Detail [Excel] report: Updated to include SHIF Relief. 2024.10.16 SHIF: Added SHIF calculations and reports. 2024.10.08 Salary Importer: Was generating a duplicate records error when it shouldn't, making import difficult. Removed duplicate checking from the importer, so that the import can happen. Duplicates will be enforced in the App imported to, it will not allow duplicates. License Expiry Date: Moved forward to 31/03/2024 >> 23 Sep 2024 Gov_Ded Summary Reports: Added signature lines to Gov Ded Summary and Gov Ded Summary By Dept. Controlled by the Payslip Options for Summaries. >> 20 Sep 2024 Pension Allowed Error: Was double counting Voluntary NSSF, both in NSSF Allowed and Pension Allowed. Now excluded from Pension Allowed. >> 17 Sep 2024 Statutory Rates: HFRlf was being added automatically in Inverted state 2024 July to Inception. Fixed this bug. >> 13 Sep 2024 Statutory Rates: Fixed Add New Line procedure which was not working for Tables. Was causing a 94: Invalid Null error. >> 26 Aug 2024 Pension: Fixed Note in Payslip to show active pension. (Was picking inactive ones as well). Only affected the Notes, not the actual amount. >> 8 Aug 2024 Statutory Rates: Added Overlap and Inverted checking. >> 7 Aug 2024 PAYE Detail Report: Added House Levy Relief. Deleted the PDF report, now only available as XL report, too many columns. >> 2 Aug 2024 Statutory Rates: Added the button 'Add New Line' to make it easier to input a new rate. Also added procedure to check the TableID someone inputs here exists in the rate tables. >> 30 Jul 2024 Enabled Tax Reliefs for Secondary Employees: Affordable Housing Levy Relief and Insurance Relief (including NHIF Relief). Because the KRA iTax P10 allows these reliefs when you select Secondary Employee. Other reliefs get disabled (Personal Relief, Pension Relief, and OOI (Mortgage) Relief). >> 26 Jul 2024 Affordable Housing Relief: Is the total of House Levy Relief + Affordable Housing Deposits Relief. Limited to 9,000 currently. A total is required to handle the relief limit of the sum of both reliefs - Levy and Deposits. >> 28 Jun 2024 House Levy Relief: Added this relief: @ 15% of House Levy. >> 27 Jun 2024 Reminder to Compact Back End / Data File: Added a field in Organization where you can set the "normal" size of the back end. That is, the size it usually compacts to. When this size is exceeded, after several Processings, you'll get a reminder to Compact when you go to Backup. >> 26 Jun 2024 Excel Salary Importer: Added the option to mark lines for selected employees with MonthTo = No_End. Enables closing No-Ends for selected employees so you can add new items for only those emps. Like when changing salaries for many employees, but not all. Instead of ticking one by one in the app. >> 10 Jun 2024 Added Payment Method. You can indicate how an employee should be paid - cash, bank transfer, Mpesa, cheque. >> 06 Jun 2024 Fixed PayslipMaker Data Migrater to round to 3 decimal places to accommodate half percentages. >> 05 Jun 2024 Added a way to import exchange rates for several months from Excel. >> 03 Jun 2024 PAYE and HF returns: Were including those with Emp Rates switched off. Now removed. >> 24 Apr 2024 Per Diem Tax Free Computation: The automatic calculation I had done was incorrect. Should be Kshs.2,000 tax free per day not per month. Automatic calculation removed altogether. Per Diem: If posting per diem to payroll, split the total into the taxable and non-taxable amounts then post the taxable as Cash and post the non-taxable as FreeOfTax. >> 12 Apr 2024 Added Leave Import to PayslipMaker Data Migrater Leave App: Activated pending features on Leave Used form >> 04 Apr 2024 P9's: Changed E2 Column to pick Actual Pension contributions. Was picking the Allowed Pension. >> 21 Mar 2024 P9's: Corrected P9 Reliefs Info Box to pick current year. Was hard coded to pick 2022. >> 09 Mar 2024 Salary Calc: Added House Levy in calculation. >> 08 Mar 2024 Salary Calc: Fixed. Was hanging because month of pay was not provided for, now added. >> 06 Mar 2024 Exported Returns: Changed naming of batch exported to match individually exported. Both now "Return_***". Before batch export was "***_Return". Returns Batch Export: Removed Housing Fund upload file from batch. >> 05 Mar 2024 NSSF Payroll Converter Report: Fixed it to pick the NSSF Income that has been set in NSSF Income table (Payslip Items | Income for NSSF Calc). Was picking GrossPay before. (NSSF Calculation was picking correct income). >> 27 Feb 2024 Monthly Accounting Journal: FreeOfTax Items fixed to be a negative in the journals. Were positive so were being double counted. >> 06 Feb 2024 Exported Reports: Changed date format to not have dots. Switched to underscores and hash. >> 30 Jan 2024 NSSF: Added new rates effective Feb 2024. Lower Limit 7,000; Upper Limit 36,000. Emp Max = (T1) 420 + (T2) 1,740 = 2,160. Org Max = 2,160. Total Max = 4,320. >> 18 Jan 2024 NSSF: Added SF24 Submission Report, the one with contribution amounts. >> 17 Jan 2024 NSSF Tier 2 Opt Out Reports: PDF and XL reports of NSSF Tier 2 Only, for sending to private pension scheme if opted out of NSSF. >> 15 Jan 2024 Add Batch: Added Leave days update/import >> 15 Dec 2023 Employee Limit: Updated to only count active employees. >> 06 Dec 2023 Bank Net Cash Reports: Added Signature lines for Prepared By, Reviewed By and Approved By >> 22 Nov 2023 Moved Pymts/Advances to below Sacco on Home Page. Improves the logic of Apps organization. >> 30 Oct 2023 Employee Tables (That open from the Employee List): Updated so that Name shows in Red for Inactives. >> 24 Oct 2023 Added Dept and Role columns in Excel reports for Pension, Insurance and Sacco. >> 05 Oct 2023 Added a salary item for Club Subscriptions under Benefits. Changed default House Benefit to be added for new employees on Process Payslips instead of when generating the P10. >> 03 Oct 2023 Minimum Exiration Date: Updated to 31/03/2024 >> 30 Sep 2023 Added Excel File Splitter App for prepping Excel file for import >> 28 Sep 2023 Added Tax Summary Report: Shows Gross Tax, insurance reliefs, other reliefs, total relief, and Net Tax. Hid NSSF Old Rate report from report list. To save space. Can return if needed. >> 27 Sep 2023 Lumpsum App: Added some useful info on Lumpsum calc >> 26 Sep 2023 Added installer option to run on 32 bit machines. >> 23 Sep 2023 Payslips: When both Payslips & Reports and Payslip Emailer are open, Payslips open with Emailer month over P&R month. Added warning for user so they understand why. >> 22 Sep 2023 Added Current vs Previous Month Totals audit report. >> 21 Sep 2023 Other Benefits: Fixed not to add 0.001 in sub totals and totals. >> 19 Sep 2023 Payslip Emailer: Added a way to mark names from a letter on down. In case you aborted emailing midway and only want to email from a point forward. House Benefit: Changed default MonthFrom from PeriodAdded to Inception when emps are automatically added. To make sure the default House Benefit is captured if a user backdates payroll. >> 18 Sep 2023 Changed name of App for adding batch data into apps from 'Get People' to 'Add Batch'. Emailer: Added a way to abort emailing midway of loop. Emailer: Added more useful details at the end of emailing to show how many sent, how many failed and why, and who was sent last. >> 14 Sep 2023 Loan Form: Adjusted buttons to show full text on lower resolution screens. Some text was not visible on some computers. >> 04 Sep 2023 Amended HF return to exclude Basic Pay, only Fixed Pay is required. Basic Pay now no longer necessary to upload to the P10 return. >> 01 Sep 2023 Emp Importer: Amended to only update emp info if there is a value in the import data. If import schedule is blank it does not set to blank info that was already in the system. >> 31 Aug 2023 Fixed loan description added to payslip to pick the last loan if a person has only one loan with a balance. Was picking the first which was wrong. >> 28 Aug 2023 Amended the Trial Installer and Updater to add C:\NiftyPay folder to MS Access Trusted Locations. >> 26 Aug 2023 Changed Period to Month and PeriodFrom to MonthFrom and PeriodTo to MonthTo. Trying to make it clearer, Period can be confusing. >> 24 Aug 2023 Housing Fund Levy July/Aug issue: Added a report showing people in July not in August, and vice versa. Gov Deds Summary: Added by department. Removed Gov Deds By Pay because HF is now simple, on Fixed Pay, like NSSF. >> 23 Aug 2023 Payroll Summary By Department: Fixed options for per page and signature lines. >> 22 Aug 2023 Added Fee and Charge to drop-down list for Sacco in Get People form. >> 18 Aug 2023 Tidied up Housing Levy reports. Added report to recover overpayment to KRA in July using August return. >> 15 Aug 2023 Changed Housing Fund Levy to be computed on Fixed Pay. >> 11 Aug 2023 Added Gov Ded report showing Pay amounts they are computed on. >> 10 Aug 2023 Added option to turn off Nifty Payroll add at bottom of payslips. Added info message about Forex Payslip option if there are no Forex Payslips. >> 07 Aug 2023 Added a report to list Government Deductions on one page in support of the Payroll Summary - "Payroll Summary - Gov Deds" Fixed Statutory Rates table to allow adjusting Values. Fixed HF PDF and XL reports which were not opening if there are no employees with Benefits in the payroll. Fixed HF Gross Pay to exclude Lumpsum Payments. >> 03 Aug 2023 Changed Housing Fund to compute on Cash + Benefits. Non-Cash Benefits should be included in Gross Salary. Updated Housing Fund reports to show Basic (Cash), Benefits and Gross (Cash + Benefits). Updated Housing Fund return (with Gross and Basic Salary) to exclude emps whose rates are out of current Period range. Added Excel format report for Insurance Premiums. >> 02 Aug 2023 Added Housing Fund to Accounting Journals. >> 01 Aug 2023 Added Housing Fund reports on column B: Government/Statutory of Payslips & Reports app. >> 31 July 2023 Fixed Default Rate query to only add default rates if there isn't already a rate set for the employee. Was adding those whose default periodfrom/periodto are not Inception/No_End >> 30 July 2023 Added autoupdate for Finance Act 2023 new PAYE rates and Housing Fund. >> 17 July 2023 Added License Agreement in installer and in the software. >> 14 July 2023 Added 'Last Month Allowed' to license. Allows users who opt out of support to access their historical data. >> 13 July 2023 Reversed automatic update of PAYE rates to new rates (following freezing of Finance Act 2023 by the Courts). To retain current rates (2021) until Act is allowed to proceed. Changed data source of Rate Table drop-downs to show all tables not only the used ones. >> 7 July 2023 Statutory Rates: Made it possible to edit rate tables, with warning. >> 5 July 2023 Home Page: Changed colour of App Title headings to green. Rate Tables: Removed horizontal scroll bar and nav bar from rate tables. Rate Tables: Removed duplicate RateType from Rate_Line and retained it in Rate. Adjusted Rate_Line query to pick from Rate. PAYE Rate: Added code to update the previous PAYE rate (paye2021) PeriodTo to 202306 (June 2023) >> 4 July 2023 Emp Data Importer: Added a button to export existing data into the import template. This enables one to add missing data and then import back into the system. Housing Fund: Added 2023 HF Rate >> 3 July 2023 App Categories on Home Page: Revised again for more clarity PAYE PWD Export File: Fixed PWD CSV file so that it uploads to the KRA P10 without error. >> 2 July 2023 Poiser Apps meaning: Payslips - Organization/Options - Items - Statutories - Employees - Reports >> 29 June 2023 Help (What is This?): Added some help info. on Fixed Items, Varying Items, Copy Data. App Categories on Home Page: Renamed Apps. Changed to red colour: App Headings and Active Organization. (So that it's easy to direct clients when providing help). >> 28 June 2023 Varying Items: Changed "Copy Previous Month" to "Copy Data" since you can copy from any other month not just previous. Copy Data on Varying Items: Created a "Copy Data" form that allows you to select the month to copy from and the month to copy to. Also to select how to copy: All entries or marked entries and whether to make varying items zero or to copy with the amounts. >> 27 June 2023 Payslip Items: Added a search bar to enable type what you are looking for. >> 26 June 2023 Varying Items: Changed filter to include Period, if it hasn't been set to . Did this to avoid deleting marked items from previous months. Varying Items: Reworked 'Copy Previous Month' to be similar to PayslipMaker: Fixed Pay Items are copied with the amount and non-Fixed Pay Items with zero amount. >> 22 June 2023 Employee Data Import: Added code to remove spaces from email addresses (from beginning, end and within the string). >> 20 June 2023 Income for NSSF and Pension: Added buttons on Payslip Items form to reach the forms for setting these incomes. Payroll Details Report: Set custom Items to pick the custom name. Custom Items are these: c1CashXX and v2DedXX Items (XX = 01, 02, 03, etc.) >> 19 June 2023 Update of "Data Has Changed" label on Payslips: Set to show when there are changes to the following Emp settings: Rates, Active/Inactive, Tax Status >> 13 June 2023 Changed button text size on Backup Emailer form to fit lower screen resolutions. Emp Rate Defaults: Query to add defaults was very slow because was based on an IN query within the Append query to avoid duplicates. Instead, removed the IN query, let the duplicates be added, then delete the duplicates. (This was slowing down closing of Emp List and Emp Quick Search and opening of Add Emps, which all run the default rates query) >> 09 June 2023 Item Lists (Selected) Export: Changed the name of the exported files to include the organization name, to match pattern of other exported reports. >> 08 June 2023 Payslips Crosstab report: Changed name to Full Payroll Details. >> 05 June 2023 Housing Fund: Added rate to statutory rates table. Added Items for Emp mandatory contribution and Org matching contribution. Added limit of 2500. >> 02 June 2023 P10 Car Benefit: Removed headers from exported CSV because can'tbe imported into the P10 with headers. >> 30 May 2023 Forex Payslips: Changed location of "Forex" in naming of Forex payslips to just before name Payslips: Actvated option to hide Dept and Role Email Address Validator: Updated pattern checker to accept longer strings after the last dot, eg. someone@test.global. The .global was being flagged as error. >> 29 May 2023 Employee Rates: Was adding default rates for Emps who already have default rates but which were not either starting on Inception or ending on No_End. Fixed the add query to not add a default Rate if a person already has it. >> 26 May 2023 Pension: Fixed code that adds notes if person has multiple Pensions. Wasn't adding from second one onwards. >> 23 May 2023 Emp Quick Search: Added emp status to names (ie. inactive/date left) >> 19 May 2023 Currency exchange rate form adjusted to show all decimal numbers >> 11 May 2023 Formatting of exported Excel reports: Changed method so no reference required to Excel Library (switched from early-binding to late-binding). The Excel reference causes Nifty startup problems on PCs with older versions of Excel than v16. >> 05 May 2023 Varying Items: Fixed Marked Filter. Was unmarking on load and not going red when selected. Data Importer: Fixed import of Notes. Was not picking individual notes, only one of them. Data Importer: Added buttons to move Period backward/forward on the app tabs. >> 02 May 2023 Added code to format Payroll Details Excel report: Remove WrapText, Freeze Panes, Number format, add SUMs at the bottom. Added code to do basic formatting for other Excel reports without special formatting: Remove WrapText, Freeze Panes, Number format >> 01 May 2023 Added code to modify NHIF and NSSF Excel Files for upload to portals. Previously the modification had to be done manually after exporting. >> 28 April 2023 Batch Government Reports: Added NITA Monthly Varying Items: 1. Added button to set amounts for marked lines. 2. Added button to delete zero amounts. 3. Copy Previous Month: Enabled option to set Varying Items to copy with zero amount. >> 03 April 2023 Emp Rates: Added button on Employee Details form to deactivate Rates, set to last Active period. >> 31 Mar 2023 DDL's: Set to stay silent on inconsequential error messages when updating BE table definitions. Loans: Set dates to be sorted Descending. Set sort by date as the default sorting. >> 29 Mar 2023 NITA Monthly: Added printable PDF report. >> 28 Mar 2023 Salary Calc: Changed Salary field to accept whole numbers only. Decimals making net to gross iteration hang. >> 24 Mar 2023 Lumpsum: Added Emp and Period filters Payslip Emailer: Added filter by Dept, Role and Grp Salary Calc: Fixed Default Year and Year Selector Pension PDF: Added Grand Total page at the end for reconciling to Accounting Journal >> 23 Mar 2023 Emp Numbers: Added option to export crosstab report to Excel Emp Rates: Added option to export crosstab report to Excel Payslips: Activated Dept, Role, Grp filters. AddLine: Activated AddLine function for EmpRate, EmpTaxStatus, EmpActive, EmpPWD Error Location Markers added to Process Payslips procedure >> 22 Mar 2023 Employee Importer: Updated to delete previous imported Emp Dates: Updated to unmark marked on unload Salary Importer: Added code to remove spaces from names (trim and onespace) >> 17 Mar 2023 Leave: Improved Leave Statement. Took out value and fixed period sorting. Leave: Fixed value calculation. Some lines weren't getting a value. Sacco: Added "Charge" to list of Types. Updated Types drop-down in the records. >> 16 Mar 2023 Get People: Amount is converted to negative if importing Absence Deduction into Varying App. >> 14 Mar 2023 Payroll Summary By Dept: Added an option to show each department on it's own page. PPU Rates: Activated From/Both/To buttons. >> 13 Mar 2023 Lumsum: Added fields to lumpsum tax calculator for clarity of computation. Added button to see the tax computation. >> 10 Mar 2023 Lumpsum Calc: Added table to capture P9 data for previous years. Made adjustments to the calculator when using P9 info (adjustments prompted by working on real case.) Personal Relief: Fixed so that those whose Rates have been set to Off for the period are not added to payslips. >> 08 Mar 2023 Leave: Fixed bug adding leave balances to payslips >> 07 Mar 2023 Reports Batch Export: Add Car Benefit sheet to the batch NSSF and NHIF reports: Added/clarified message on how to prep the Excel file before upload. >> 06 Mar 2023 Leave: Refined reports: Status report and Statements >> 03 Mar 2023 Leave: Added Total Available Days and Total Used Days columns to improve clarity. Leave: Added code to set Day Rate used to compute Leave Value to current months Day Rate. Forex paid peoples rate converted to KES at current months Exchange rate. (This happens when Leave form is opened). Leave: Added basic reports with view/export options. >> 01 Mar 2023 Batch Reports: Added NITA to batch view/export of statutory reports >>28 Feb 2023 Emp Import: Fixed Bank Import procedure to set branch to Head Office where no branch is given. Leave: Added table for setting First month of the year from which to count leave days. Leave: Updated earned days to count from month set as first month of the year. >>27 Feb 2023 Leave: Added explanations of difference between 'Get People' and 'Get Defaults' Leave: Selecting As At period from the drop-down updates leave days count (Was only updating when click the buttons for changing the period). Leave: Added a table for setting the first month of the year. >>26 Feb 2023 Reduced text size (to 8pt) on buttons (Get People, etc.) to see if visible on lower resolution screens. Before (size 9pt) was overflowing to next line and disappearing. Fixed AddLine procedure for Benefit Home and Benefit Car. >>24 Feb 2023 Added button on Emp Record to Deactive Emp in all Apps where they appear. Added Deactivate buttons on all main F Apps. >>23 Feb 2023 Fixed Leave to open individual Leave Details for the selected employee. (Was opening the same employee every time the Open button is clicked, on any employee). On opening an App from the Employee record, the Emp is set as default for new record. Changed AddLine procedure for new data to pick From and To periods more logically. (Before would take selected PeriodTo as From of new line and make To of new line No_End.) >>21 Feb 2023 P10 CSV - Was not opening if some people don't have PIN. Now opens, correctly, but shows those without PIN.