Nomi Product Update – 31/07/2023

Nomi Product Update 31.07.2023

Hello Nomi users! It’s Monday and time for your weekly dose of product updates. We’ve been working hard to make Nomi more efficient and user-friendly, and we’re excited to share the latest improvements and new features with you.

Updates

Here’s what’s new in Nomi this week:

7844 – Payroll – Ability to send payslips when running payroll to ‘Both’: Previously you could only send the payslips to either the main contact or the employees. Now you can send to both at the same time.

7530 – CIS – Update to detailed pay totals report: The total row will now appear at the very end of the report and will sum the total value of each column for all subcontractors.

2225 – Final accounts – FRS102 1a accounts loading speed: We’ve improved the loading speed of all FRS102 1a sets of accounts.

8711 – Payroll – Main contact additional permisions: You can now select which contacts within the payroll module have access to Nomi to: approve payroll, timesheets, annual leave and expense claims.

Nomi Payroll Main Contact Roles

8607 – Bookkeeping – Performance improvement: new sales invoice, new supplier bill and new bank transaction: When navigating between fields and entering information, the calculations should perform faster resulting in a better experience.

7502 – Company Secretarial – CS01 automation emails update: Update buttons for acceptance or declining of CS01 information.

7925 – Company Secretarial – Download shareholder data from Companies House: When downloading data from Companies House, Nomi now has the ability to download shareholder details and shareholdings.

8446 – CRM – Auto populate the contract owner name: When creating a contract, the contract owner field will automatically be populated with the lead or client owner field by default

8645 – CRM – Self-assessment year and due date: In order to sync due dates with Nomi compliance, we’ve added a year end and due date field so you can manage which is the next self-assessment that needs producing for your contacts. This will eventually be added into the task module and sync with the calendar.

8655 – CRM – Client portal updates: We’ve introduced a brand new look and feel to our client portal. Now, documents can be shared securely and seamlessly between practice and client, with separate sections for business and personal documents, plus it can be white labelled with your own logo:

Nomi CRM Client Portal

 

Highlight of the Week

Every week, we’ll spotlight a feature or update that we believe can make a significant difference in your workflow. This week’s highlight is:

NomiCRM: A game-changer for managing client relationships. Our integrated solution simplifies lead management, provides a value-based pricing system, and enables an end-to-end onboarding process – all for only £19 per user/month. It is also designed with every data field you could require for comprehensive client management.

Improve conversion rates with better lead tracking, send mass email and SMS, conduct digital AML checks, authorise 64-8 agent, gather compliance data, and much more.

See NomiCRM in action here: https://youtu.be/vmoy1oe–DE

 

Looking Ahead

We’re always looking to the future, and here’s what’s on our radar for the coming weeks:

Our focus is on user experience and stability. That means we’re still focusing on reducing bugs, improving speed and making small tweaks to the software that you, the user, are requesting. Thank you all for your feedback recently, it’s really helping us move Nomi forward.

 

Feedback

Your feedback helps shape the future of Nomi. If you have any suggestions or comments on these updates or anything else, please feel free to reach out. You can contact us at [email protected] or join our Facebook community.

 

Conclusion

That’s all for this week! Remember to check back next Monday for more product updates. Until then, hope you have a great week!

Stay connected! Follow us on @NomiSuite for the latest Nomi news and updates.

Facebook: https://www.facebook.com/nomisuite/

LinkedIn: https://www.linkedin.com/company/nomisuite

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Twitter: https://twitter.com/NomiSuite

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