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Categories Bureau Onboarding
Created by Philip Johnson
Created on Jan 10, 2024

PayCircle to PayCircle Bureau Transfer

Currently when taking over a payroll from another bureau (that also uses PC), the former bureau needs to remove the PAYE reference from the payroll setting so that the old RTI references can be used on the new setup.

I can understand the logic for having this if you have the same client set up on your own PC account but not across different bureaus.

This needs to be changed so that a bureau can use the same HMRC references without the former bureau removing data on their end.

PLUS

There should be a way to transfer the payroll data from one bureau to another, removing the need for a full set up. This could be done for a fee.


Describe the Challenge Payroll handover from PC to PC is far harder than it needs to be!
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  • Andy Templeton
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    Jun 13, 2024

    This is a great suggestion and would be very useful. It would save significant set up time in some cases, so would be something Paycircle could also generate additional revenue from. Win win!

1 MERGED

Ability to transfer an existing payroll from another bureau into your bureau.

Merged
It would be great to not have to set up a new client on Paycircle when they are currently using Paycircle through a different bureau
Guest 2 months ago in Bureau 0