Nomi March 2025 Updates: New Features for Accounting Firms

Team Nomi

Mar 31, 2025
4 minutes read

In March 2025, Nomi introduces key updates across its accounting software to enhance efficiency and user experience. These updates include stricter controls for bookkeeping billing, improved banking reconciliation, and seamless Zoho Books integration for final accounts. Payroll adjustments ensure compliance with the 2025-26 tax year, while self-assessment enhancements refine dashboard usability and data import features. Each update is designed to improve workflow, accuracy, and accessibility for users. Below are the key highlights for the Nomi product updates in March 2025.

Bookkeeping

1. Implemented new logic for Active and Inactive status to prevent billing exploitation – Previously, users could mark clients as active or inactive at any time, allowing some partners to deactivate the bookkeeping module during billing periods and reactivate it when needed. Now, users can no longer change the status themselves and must contact Support for modifications.
2. Enhanced Products and Services – Earlier, multiple issues in the products and services functionality limited its usability. We have now improved the customer experience by shifting this functionality from the server to the client side for a better user experience. Additionally, we have implemented validations and added new options to enhance its efficiency.
3. Enhanced Unreconciled Bank Transaction Page – The banking reconciliation process has been improved by enhancing the Find and Match functionality. A bulk allocation option has also been introduced to save users time. Additionally, filters have been improved, allowing users to easily search for all transactions within the same category.
4. Implementation of Inactive Bank Accounts – Users can now mark bank accounts as inactive when they are no longer in use or when businesses switch accounts. The inactive status will be displayed next to the bank name, ensuring bookkeepers avoid posting transactions to inactive accounts.

Payroll

For March, we have released updates for the 2025-26 tax year to ensure compliance with HMRC regulations. These updates include changes to National Insurance (NI), student loan thresholds, employment allowances, and other statutory adjustments. Employers can now process payroll seamlessly using the latest tax year settings, ensuring accurate calculations for PAYE, NI, and other deductions. These updates are essential for maintaining compliance and preventing discrepancies in payroll submissions.

Final Accounts

Seamlessly Sync Zoho Books with Nomi & Simplify Your CT600 & Final Accounts!

We are excited to announce our integration with Zoho Books, designed to streamline your accounting workflow. You can now effortlessly import your trial balance from Zoho Books directly into Nomi. This seamless connection enables you to prepare and submit final accounts and Corporation Tax (CT600) returns through Nomi, saving time and reducing manual data entry.

Try it today and experience the convenience of automated accounting!

Self Assessment

Revamp PTR Client Dashboard

Revamping the PTR Client Dashboard will modernise the interface, enhance usability, and improve navigation. This update will provide a structured view, allowing users to access essential partnership details—such as total income, number of partners, and nature of the trading partnership—on a single page, making tax return management more efficient and accessible.

PTR Save and Cancel Button Update

Updating the Save and Cancel buttons in the Personal Tax Return (PTR) section to align with the new client dashboard UI ensures a consistent design, improves navigation, and enhances accessibility. This update reduces errors and ensures the buttons follow the latest styling, positioning, and functionality standards for a seamless user experience.

Improving UI for Import Data from Questionnaire

Enhancing the “Import Data from Questionnaire” UI to match “Get Data from HMRC” creates a uniform interface, improving efficiency and minimizing errors. A streamlined design simplifies data retrieval, making the tax return process smoother and more user-friendly.

Update UI for SA Client Dashboard against Save and Cancel Buttons

Updating the Save and Cancel buttons in the SA Client Dashboard ensures a consistent UI, improving navigation and user experience. This enhancement enhances accessibility, reduces errors, and aligns with modern design standards. A streamlined interface makes interactions more intuitive, increasing efficiency and ensuring a seamless tax management process.

This March 2025, Nomi introduces key updates to enhance bookkeeping, payroll, final accounts, and self-assessment. Improvements include stricter billing controls, seamless Zoho Books integration, payroll compliance updates, and enhanced UI for tax management. These changes boost efficiency, accuracy, and user experience. Your feedback is important share your thoughts at [email protected]. Stay connected for more exciting updates!