Keep up to date on all the significant releases to PayLab
April 2025
Summary of Updates:
- Implement drag and drop for material line item.
- Add project name in payment claim and schedule pdf.
- Improve drag and drop behaviour:
- If line item is not at the same level, then do not display the gap that indicates target location.
- Only display handle to drag and drop for 'sort by' option = default & ascending.
- Improve IPM Integration:
- Map additional status 'Voided' in IPM to 'Rejected' in PayLab. Note this means both 'Denied' and 'Voided' in IPM is mapped to 'Rejected' in PayLab.
- Introduce maintenance mode per contract which means read only mode is only applicable for the contract. This is activated by engineering team and banner will be displayed on the contract overview page.
- When creating a draft certificate, certifier will be asked to select a previous amount. Currently previous amount in cert is defaulted to value entered in claim. Option available:
Bug fixes:
- Fix issue with attach history button for certifier only works on second click.
- Fix issue where provisional line item of pending variation displayed in provisional sums section if created when contract is in draft.
- Fix issue where payer/payee contact doesn't have email, user is not able to issue claim/cert in self-cert/self-claim mode.
- Fix issue where there is no retention set up but exclude from retention check box is displayed in contract overview.
- Fix issue with provisional sums section sort is not functioning correctly.
- Fix contract history functionality.
- Fix issue with IPM linked contract when issuing first claim.
- Fix contacts page for user with none or view account access.
- Fix contracts history page to only show variations added in claim/certificate when the claim/certificate is issued.
- Fix issue with drag and drop line item at level 3.
- Fix issue with email:
- In self-claim mode in the automated section when issuing claim to show that email will be sent to certifier main contact + first certificate approver (if applicable).
- In self-claim mode when issuing certificate to stop sending email to user who issued the claim.
- In contract where both parties are in PayLab when issuing certificate to send email to claimer main contact irrespective of the email preference selected in profile and to remove extra copy sent to claimer main contact.
March 2025
Summary of Updates:
- Align terminology used in PayLab with NZ Construction Contracts Act, to use payment schedule instead of certificate.
- Introduce ability for user to manually arrange the order of item in Base Contract / Variations. This user defined order will be used in payment claim/certificate pdf.
- For IPM linked contract when a claim is issued PayLab to push previous claimed amount to 'Previous Gross Invoice Amount' field in IPM.
- Update copy error state for self-claim and self-cert when there is no email entered.
Bug fixes:
- Fix no claims history displayed in (i) button in make a claim page.
- Fix issue with claimer external notes is not visible by certifier in issued claim page.
- Fix issue with not able to issue claim/certificate if there is empty approver/old data.
- Fix issue with importing material items.
- Fix issue for IPM linked contract
- Where latest contract value is not displayed in PayLab.
- Where payment schedule approvers are marked as optional approver when updated.
- Incorrect default value used for rejected variation in a new claim.
February 2025
Summary of Updates:
- Introduce new functionality to set default text to be displayed at claim / certificate. This can be setup in project or contract settings.
- PayLab - IPM integration improvement:
- Update logic when pushing claim to IPM: Paying this claim = current claimed to date less previous claimed to date (the logic before is paying this claim = current claimed to date less previous certified to date).
- Pull IPM job number as PayLab contract number.
- Allow user with no account access to open sync report.
- Introduce error handling when pushing issued claim and certificate from PayLab to IPM.
- Improve sync report so user with no account access can download the report.
- Copy variance reason from parent to line-item level if there is no reason entered at line level
- Improve pop up modal when subscription upgrade needed:
- Display no of active contract and the subscription limit in current subscription.
- Ability to upgrade to other subscription plan if current subscription is not Premium plan.
Bug fixes:
- Fix issue with missing 'duplicate project settings' functionality when creating a new project.
- Fix for performance issue.
- Fix issue with important notice page not displayed on claim pdf when there is no provisional item on the contract.
- Fix issue with claiming for provisional line item for $0 contract value.
- Fix previous amount selection in summary section, it will now consider previous approved claim / issued certificate even if they have the same claim period.
- In self-certificate mode stop sending email to user who issued claim.
- Fix display issue where yellow dot is displayed at line level when rejection reason is entered at parent/variation level.
- Fix issue where payment certificate can't be opened if claimer invite status is pending.
January 2025
Summary of Updates:
- Improve claim and certificate pdf
- Summary section is moved to the first page
- Document title, issued date and account image only displayed on the first page
- Add new footer to display file name and page number
- Fix account image display on certificate pdf
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When BCTI is switched on, update document title is updated to ” … - Buyer Created Tax Invoice” not ” … - Buyer Created Tax Invoices”
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For account country New Zealand: certificate pdf notes is updated from “This is a payment certificate under the Construction Contracts Act 2002.” to “This is a Payment Schedule under the Construction Contracts Act 2002.”
- Improve 'Send Claim' & 'Send Certificate'
- New option to send bulk email where one bulk email will be sent and all recipients can see who else has received the email.
- In self-certifying and self-claiming mode, 'To' section will be automatically populated with certifier and claimer email address. User will be able to add/remove the email address.
- Update Base Contract / Variations / Material edit page, user doesn't need to click 'pencil' icon anymore to edit. Click anywhere in the row and edit away.
- Add link to support hub in login page.
- Improve provisional functionality, user will be able to update item to be provisional if the item hasn't been certified. For variation, item needs to be in pending state.
- Introduce advisory banner when subscription level exceeded.
- Update modal when 'Premium' subscription level exceeded.
- Update UK public holiday per region.
- Various engineering improvements.
Bug fixes:
- Fix issue with not able to edit uncertified variations value to 0.
- Fix issue with line item value is updated to 0 when description is edited.
- Fix issue with editing variation and changing variation type for variation added in claim/certificate.
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Fix issue with 'Current Claim' column in 'Add Certificate' page.
- Fix issue with retention value when line item value is updated in claim/certificate.
- Fix issue with adding line item to a basic variation in a claim/certificate.
- Fix issue with creating account when default country is changed.
- Fix issue with helpdesk mode.
- Fix issue with opening a hyperlink when not logged in to PayLab.
- Fix issue with logging in for user with view access only.
- Fix issue with email not resent to next approver after claim/certificate is re-approved after being reverted to previous step.
- Fix issue with editing account details.
- Fix issue with claim page when claiming negative vaue.
- Fix issue with dashboard - project summary when this certificate value is $0.
- Fix badges display issue on contract list.
- Fix display issue with GST when claim/certificate value is $0.
- Fix display issue with 'Ref' column in contract overview page.
- Fix display issue when adding multi variation in contract.
- Fix display issue when expanding provisional item.
- Improve and perform fix for IPM integration:
- Introduce new error report.
- Allow contract to be created even if the payee contact is not populated.
- Do not display IPM inactive sub-contracts in list of contracts available to be linked with PayLab contract.
- Fix issue with delete contract button not displayed for draft contract and active contract with no claim.
- Fix issue with pushing claim from PayLab to IPM.
- Fix issue with contract and retention value.