Nomi Product Updates and Latest Features of May 2026

Team Nomi

Jun 03, 2026
5 minutes read

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May 2026 brings several new enhancements across Nomi, focused on improving automation, reporting, data migration, and user experience. From advanced bookkeeping insights and QuickBooks migration to payroll improvements and MTD ITSA updates, these features are designed to help users work more efficiently and save valuable time.

Bookkeeping with Enhanced Reporting and Automation

This release introduces several bookkeeping enhancements designed to provide greater financial visibility, improve invoice management, and simplify data migration. These updates help users save time, reduce manual work, and gain better control over their financial records.  

Enhanced Bookkeeping Dashboard with Profit & Loss Analytics

The bookkeeping dashboard has been enhanced to provide greater financial visibility through new profit & loss analytics.

Users can now view:

• • Profit & Loss figures in an interactive graphical format
  • Profit After Tax reporting within dashboard analytics
  • Monthly view as the default reporting period
  • Dynamic filtering options with automatic graph updates
  • Consistent user experience alongside existing Sales analytics

The Quick Add functionality remains available throughout the system, ensuring users can continue adding transactions quickly from any page. Existing Cash Advance integrations have also been retained while the user interface has been optimised to accommodate external components more efficiently.

Enhanced Invoice Email Automation and Attachment Management

Invoice communication has become more flexible with new attachment management controls.

Key improvements include:

• • Option to automatically attach invoice PDFs to emails
  • Support for repeat invoice PDF attachment preferences
  • New configuration settings to control attachment behaviour
  • Automated email delivery using primary or secondary customer email addresses
  • Informative system messages based on selected attachment settings

These enhancements provide greater control over invoice distribution while reducing manual email management across sales and reporting processes.

QuickBooks to Nomi Migration

A new migration tool has been introduced to simplify the transition from QuickBooks to Nomi.

The migration process supports:

• • Trial Balance migration
  • Full accounting data migration
  • Customer and supplier records
  • Sales invoices
  • Bank transactions
  • Journal entries
  • Tax rates
  • Chart of Accounts

Additional features include:

• • Account mapping functionality
  • Real-time migration progress tracking
  • Error log review
  • Export of missing records for correction
  • Background processing for improved reliability

This enhancement significantly reduces manual data entry and helps businesses transition to Nomi more efficiently while maintaining reporting accuracy.

Payroll Processing and Improved Data Imports

This month’s payroll updates focus on improving performance and simplifying employee data management. With a faster dashboard experience and smarter import functionality, users can manage payroll information more efficiently while reducing manual effort.

Payroll Dashboard Performance Optimisation and User Experience Improvements

The Payroll Dashboard has been enhanced to deliver faster performance and a smoother user experience.

Updates include:

• • Faster loading of payroll information
  • Improved search functionality
  • Enhanced sorting capabilities
  • Easier access to employee and payroll records
  • Removal of pagination for improved visibility

Users can now view payroll information on a single screen without navigating through multiple pages, helping reduce administrative effort and improve day-to-day payroll management.

Improved Employee Import Template with Smart Header Mapping

Employee data imports are now quicker and more accurate with enhanced header mapping functionality.

New capabilities include:

• • Automatic matching of similar column headers
  • Preview of mapped fields before import
  • Clear identification of excluded headers
  • Manual mapping for unmatched fields
  • Simplified import workflow with removal of the separate mapping step
  • Support for bulk imports even when minor corrections are required

These improvements reduce manual work and improve the accuracy of employee data imports.

Greater Flexibility for Final Accounts Submissions

The latest Final Accounts enhancement provides users with more control when managing submitted filings. With an improved Undo Submission process and a more intuitive interface, making post-submission amendments is now quicker, safer, and easier.

Undo Submission Functionality with Enhanced User Interface

We have introduced an enhanced Undo Submission feature within Final Accounts and Corporation Tax.

Key benefits include:

• • Ability to reverse previously submitted filings when amendments are required
  • Improved visibility of submission statuses
  • Clearer and more intuitive user interface
  • Faster identification of eligible submissions
  • Additional validation checks
  • Confirmation prompts to prevent accidental actions

This enhancement simplifies post-submission corrections while maintaining data integrity and reducing administrative workload.

Self Assessment Reporting and Automation

This release introduces new Self Assessment enhancements designed to simplify reporting and improve efficiency. With streamlined MTD ITSA submissions and improved email template management, users can complete compliance tasks faster while reducing manual administration.

MTD ITSA Template Import and Submission

A new Making Tax Digital for Income Tax Self Assessment (MTD ITSA) import feature has been added to streamline quarterly reporting.

The functionality supports:

• Self-Employment quarterly updates
• UK Property quarterly updates
• Foreign Property quarterly updates
• Template downloads
• Data preview before import
• Re-import of updated files
• Direct submission of quarterly updates

This provides a more efficient process for managing MTD ITSA obligations and reduces manual data entry requirements.

Enhanced Tax Checklist Reminder Email Templates

The Tax Checklist Reminder email editor has been improved with a new template selection feature.

Enhancements include:

• • Selection of predefined email templates
  • Automatic population of email subjects
  • Automatic generation of email body content
  • Consistent communication across teams
  • Ability to edit and customise generated content before sending

This feature reduces preparation time while ensuring professional and consistent client communications.