Crew Planner/Payroll Q2 2026

The Advanced, Delayed, and Held Payments views have been moved into a dedicated Reports dropdown. Users can now easily access reports that show the status of alternative payments currently active in the system.

Why it matters: This update provides a more organized way to access alternative payment information, making it easier for users to monitor payment statuses, quickly find relevant details, and manage active payments more efficiently.

A new Rejected Payments Report has been added to provide visibility into payments that have been rejected by the bank. The report displays rejected payments along with the rejection reason, where available.

Why it matters: This enhancement helps users quickly identify failed payments, understand the reason for rejection, and take appropriate action to resolve payment issues more efficiently.

A new managed account selector has been added to user roles, matching the functionality available in the Management Platform. This allows administrators to assign specific managed accounts (yachts) to users and control which yachts they can access.

Why it matters: This enhancement improves user access control by ensuring individuals only have visibility of the yachts they are responsible for managing. It helps protect sensitive information, reduces unnecessary access, and provides a more tailored user experience.

Add an option that allows authorized users to mark a Rejected Payment as Completed when the payment has been successfully processed manually outside of the system. This option will be controlled through a user role permission setting, ensuring that only users with the appropriate access can update the payment status.

Why it matters: This enhancement provides a way to accurately reflect payments that have been completed outside the system while maintaining proper control over who can make these updates. It prevents rejected payments from remaining incorrectly marked as unresolved and improves payment tracking, reporting accuracy, and overall workflow management. By restricting this action through permissions, it also helps maintain accountability and system security.

Split the “Payments Created” into 2 distinct statuses: Change status to Payments Created – Awaiting Approval Approve Payments Created Status

Why it matters: This makes it much easier to identify which payroll records still require a second approval and which have already been approved.

New notification triggers have been added for Advanced Payments. Users can now receive notifications when an Advanced Payment is created and whenever its status changes as it progresses through the workflow

Why it matters: This enhancement keeps the appropriate users informed of key Advanced Payment events in real time, improving visibility, streamlining communication, and helping ensure timely action throughout the payment process.

New notification triggers have been added for Held Payments. Users can now receive notifications when a Held Payment is created and when its status changes, including when it is released.

Why it matters: This enhancement keeps the appropriate users informed of key Advanced Payment events in real time, improving visibility, streamlining communication, and helping ensure timely action throughout the payment process.

The payment date field has been updated to only allow users to select dates from today up to the next 30 days. This applies when entering payment dates for payroll records and other payments.

Why it matters: This improvement helps prevent errors caused by entering incorrect payment dates, such as dates in the past or dates too far in the future. It ensures payment schedules are entered accurately and helps maintain smoother payment processing.

A new user role permission has been introduced to control who can manually mark payments as rejected. Only users with the appropriate permission will be able to update a payment status to Rejected.

Why it matters: This enhancement improves payment security and control by ensuring that only authorized users can reject payments. It helps reduce the risk of accidental payment rejections and supports a more reliable payment management process.

A new “Mark Payment as Completed” permission has been added to User Role Permissions.

Why it matters: Administrators can now control which user roles are allowed to mark a payroll payment as completed. This provides better control over payroll processing and helps ensure that only authorized users can complete payments.

Status-based conditions have been added to all new and updated triggers and automations, allowing users to control notifications based on the status of a payroll or payment. This functionality also applies to Advanced Payments and Held Payments.

Why it matters: This enhancement provides greater control over automated notifications by ensuring alerts are only sent to the relevant users at the appropriate stage of the workflow. It helps reduce unnecessary notifications, improves communication, and ensures important status changes are actioned promptly.

A new Account ID field has been added to the Source Bank settings. Users can enter bank-specific identifiers required for processing transactions, including those needed for the Global Disbursements payment type.

Why it matters: This enhancement improves payment processing accuracy by allowing required bank identifiers to be stored and used during transactions. It helps ensure Global Disbursements payments are processed smoothly and reduces the risk of payment delays caused by missing account information.

The ability to delete Held Payments has been restricted once they have been submitted for funding. To delete a Held Payment, users must first revert the main payroll record status back to Open before removing the held payment.

Why it matters: This update helps prevent payment processing issues where other parts of a payroll have already progressed, but a deleted Held Payment becomes stuck and cannot be processed. The restriction ensures payment workflows remain consistent and reduces the risk of incomplete or unpayable transactions.

Additional page size options have been added when exporting the Crew Planner Calendar View to PDF. Users can now select A3 or A2 page sizes, allowing larger calendar layouts to fit more clearly on a single page.

Why it matters: This enhancement improves the readability of exported calendar reports, especially for larger crew schedules. Users can now choose a suitable page size to view, print, and share calendar information more effectively.

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