Nomi Product Updates and New Features July 2025

Team Nomi

Aug 04, 2025
9 minutes read

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In July 2025, Nomi introduced key updates across all modules to improve usability, speed, and automation. From a new ‘Send email’ feature in Bookkeeping and enhanced Profit & Loss reports to full Shopify integration, each improvement was made with accountants and bookkeepers in mind. Final Accounts saw multiple upgrades, including revamped dashboards and HMRC account flexibility. Payroll and Self-Assessment also received design and workflow enhancements. These updates aim to reduce manual work, ensure data accuracy, and deliver a smoother experience for all users.

Bookkeeping

‘Send email’ option for quotations in the Bookkeeping module

• • Purpose: This feature allows automatic emailing of quotes to customers as soon as they are created, eliminating manual intervention.
  • Settings Configuration: A new setting ‘Send quote email automatically’ is added under the Sales tab with a Yes/No dropdown to enable or disable this functionality.
  • Quotation Screen Update: A ‘Send email’ checkbox is added to the New Quote screen, which can be checked manually or auto-enabled based on the settings.
  • Automatic Emailing: If enabled, quotes are automatically sent to the customer’s primary and secondary email addresses using the configured sender email.
  • Missing Email Handling: If a customer profile lacks an email, a popup prompts users to either add an email, save & send later, or cancel the action.
  • Consistency Across Actions: The same email functionality applies when editing, copying, or deleting quotations.
  • Error and Log Management: Failed or successful email attempts are logged and visible in both the email logs and the quotation dashboard.
  • Dependency on Email Settings: The system checks if email settings (SMTP/AWS) are configured; if not, a validation message guides the user to configure them.
  • Other Fixes and Improvements: Additional issues like Custom VAT rate field, multi-currency display, missing document option, and Nomipay default payment option have been addressed to enhance the overall quotation process.

‘Attach Document’ section while sending emails from the Sales section (applicable to invoices, credit notes, VAT-only invoices, and quotations)

• • Purpose: Allows users to send additional reference documents (attached during transaction creation) along with the main PDF in a single email to customers.
  • Attach Document Checkbox: A new checkbox is added to the email section; by default, it is disabled and must be manually enabled by the user to include attachments.
  • Conditional Display: The ‘Attach Document’ option is only visible if a document was attached during the transaction creation; otherwise, it will not appear.
  • Email Integration Points: Available across multiple email-sending paths, including Sales Dashboard, Quotes Dashboard, Overdue Report, Bulk Email, and Chase Payment options.
  • Email Logs Enhancement: Any attached document sent via email will also appear in the Email Logs, where users can preview the email body, sender/recipient IDs, and all attachments.
  • Consistency and Impact: The feature integrates with existing processes (edit, copy, delete, batch entry, CSV import) while ensuring no disruption to current validations and workflows.

Enhanced UI Layout: The Profit & Loss report screen is redesigned to utilise the full screen space, providing a visually appealing and optimised layout across all resolutions.

Improved Date Range Filter: The date range and selection filters are combined into a single section with predefined options (e.g., This Month, Last Quarter, Year-to-Date) and custom date entry, simplifying user input.

Comparison Feature: A new Compare filter enables users to analyse data by Month, Quarter, or Year, with conditions that disable invalid comparisons. The comparison limit is extended from 11 to 36 periods.

Advanced Scrolling & Navigation: Vertical and horizontal scrollers are added, with fixed headers and menus to improve readability when viewing large data sets.

Additional Display Options: A new ‘More’ dropdown groups Show Detail, Show Percentages, and the newly added Include Decimal option, giving users better control over data presentation.

Interactive Figures: Figures in the report are clickable, redirecting users to the appropriate General Ledger accounts, with support for right-click to open in a new tab.

Export Improvements: Exporting to Excel now includes a well-formatted file with business name, report type, financial year dates, and neatly organized content for easy analysis.

Shopify

• Integration Control via Agent Hub: Agents can enable or disable the Shopify integration from the Agent UI. Disabling is restricted if any shop is already connected
• Business Settings for Setup: Businesses configure Shopify under Settings > Payment & Integrations > Other Integrations by entering store address, API key, secret, and access token.
• Validation & Error Handling: Incorrect or missing details (e.g., store address without “.shopify.com“) trigger error messages, and integration setup is blocked until corrected.
• Automatic Shopify Customer Creation: When connected, Nomi creates a non-deletable customer named “Shopify” for each currency used by the store.
• Automatic Shopify Bank Account Creation: A Shopify bank account is also created per currency, marked Active, and cannot be deleted.
• Ledger Accounts Mapping: Transactions from Shopify are recorded under predefined ledger accounts (e.g., Sales – 4000, Discounts – 6085, Transaction Fees – 7518, Tax – 1102).
• Automated Invoice Creation: Paid orders in Shopify automatically generate invoices in Nomi with detailed line items for sales, discounts, taxes, shipping, fees, and gift cards.
• VAT Handling: VAT rates (Standard, Reduced, Zero, Custom) are determined automatically based on the tax amount in the invoice.
• Credit Notes for Refunds: Refunds in Shopify create credit notes in Nomi, mirroring the logic and data fields of invoices.
• Reconciliation Process: All invoices and credit notes from Shopify appear as reconciled and cannot be edited or deleted in Nomi unless removed in Shopify.
• Banking Integration: Shopify payments and refunds are automatically posted to the Reconciled Banking section, categorized as “Received” or “Spent.”
• Multi-Currency Support: If multi-currency is disabled in Nomi but Shopify sends transactions in multiple currencies, Nomi enables multi-currency automatically.
• UI Enhancements: The integration removes obsolete messages (e.g., Truelayer info) and provides clean, error-handled input fields with clear validation messages.
• Restrictions: Invoices/credit notes fetched from Shopify cannot be edited or deleted in Nomi to ensure data integrity.

Final Accounts

Separate HMRC accounts per service

We’ve rolled out an important update to the HMRC setup feature. Users can now enable multiple HMRC account configurations within the system. This enhancement is designed for those who manage different HMRC accounts for various services, allowing seamless switching and better organization.

Whether you handle separate accounts for Self-Assessment, Corporation Tax, or PAYE, this update ensures all your HMRC interactions remain distinct and easily accessible. Our goal is to simplify your workflow, improve accuracy, and save time by accommodating multiple HMRC setups under one platform efficiently and securely.

FA Report Settings Page Revamp
We’ve launched an updated version of the Final Accounts (FA) report settings page. This refresh features a more intuitive layout with key settings reorganized for easier navigation and improved usability. The redesign aims to help you find and manage options more efficiently, creating a smoother workflow when preparing final accounts.

These changes reflect our commitment to enhancing user experience and simplifying the reporting process. We encourage you to explore the new layout and get familiar with the updates. As always, your feedback is highly appreciated.

FA Document Page Revamp
We’re excited to announce the launch of our redesigned Documents Dashboard, offering a clearer and more intuitive way to manage Final Accounts (FA) and Corporation Tax (CT) files. This significant update features a tab-based layout that distinctly separates FA and CT documents, enabling faster access and improved organization. Users can now effortlessly preview, download, and monitor the status of individual documents with enhanced clarity.

Additionally, we’ve introduced support for separate attachments and upgraded the interface with a modern design that meets the latest accessibility standards. This streamlined setup reduces clutter and simplifies your document workflows, making it easier than ever to manage and review your accounting files.

Default Pages Functionality on Agent Dashboard for Sole Trader and Partnership
We’re excited to introduce a new feature that allows agents to centrally manage the visibility of Final Accounts report pages for Sole Trader and Partnership company types. With the new Default Page Settings, agents can publish or unpublish specific pages across all applicable clients simultaneously, eliminating the need to update each client’s settings individually.

This enhancement ensures greater consistency while saving valuable time. Previously, these settings required separate configuration for every client. Now, with this streamlined process, managing report visibility is simpler and more efficient than ever. This update is currently available exclusively for sole trader and partnership entities.

Payroll

Payslip Template Configuration at Agent Level
We’ve added an option to configure payslip template settings at the agent level. Earlier, users had to apply the template settings one business at a time. With this update, the template can now be configured once at the agent level and applied to all selected businesses linked to that agent. This helps maintain consistency across businesses and significantly reduces the time spent on manual setup. You can find this setting under the agent Payroll settings.

Self-Assessment

• • Modern UI Update: New layout with a left sidebar and top menu in white and pink for a cleaner, more intuitive interface.
  • Separate HMRC Accounts per Module: Use different HMRC credentials for SA, FA, Payroll, and Bookkeeping, improving flexibility and security.
  • Enhanced Threshold Warnings: Pop-up alerts now notify users about personal allowance reductions and child benefit limits.
  • Improved Submission Email Templates: Now include client name, submission time, status, and IR Mark for greater clarity.
  • Updated Deceased Icon: Refined visual indicator in the client list to better identify deceased individuals.
  • New Date Field in Dividend Section: Enables more accurate recording of dividend entries.

This July 2025 update brings key improvements to Nomi, including automated email quotes in Bookkeeping, full Shopify integration, revamped Final Accounts dashboards, and enhanced Payroll and Self-Assessment features. These changes boost efficiency, accuracy, and user experience. Your feedback is crucial in helping us continue to refine and improve Nomi. If you have any suggestions or questions, feel free to contact us at support@nomi.co.uk.