Improved handling of multiple payment requests
The table on the main Pay Contractors page was updated to enable admins to quickly access all pending payment requests.Improvement
- When a contractor has multiple payment requests available for review, the number is indicated to the right of the contractor’s name as a clickable element. For example, “2 requests available”.
- Clicking this opens a modal window that displays the available requests by date.
- From here, the user can navigate to the request they would like to pay.
Updates to the Contractor payments report
A couple of improvements were made to the Contractor payments reportImprovement
Column names were clarified
Amount collectedrefers to the amount that Pilot collected to process the payment. This amount is always in USDAmount sentrefers to the amount that Pilot sent to the contractor.
Report downloads were improved
The CSV file format was updated to split amounts and currencies into different columns to make analysis in spreadsheets a lot easier.Expense report revisions
It’s now much easier to resolve rejected expense reports. When an expense report is rejected by the approver, the requestor can simply revise it and then resubmit it.Improvement
Learn more: How to review an expense reportEmail notifications for hiring and onboarding
We added additional email notifications to the employee hiring and onboarding process to help streamline the process:New
- When all three tasks under the
Approve compensation and estimated taxesmilestone are ready, admins are notified that their approval is required. - When an employee has been invited to get set up on Pilot and hasn’t done so for 24 hours, they receive an email reminder.