Feature Round Up Summer 2026 Edition

man sitting at a computer smiling
Features that Make an IMpact
Less Busywork, More You

The latest updates, built to give your time back


We’ve been busy so you can be less busy. This season’s updates trim the tedious stuff, smooth out the clunky bits, and hand a little time back to the person who runs the show — you. Grab your iced coffee and take a scroll through everything that’s new.

New Features

Fresh capabilities built to give you more visibility and control.

Employee Org Chart

Employee Org Chart

The new Employee Org Chart in Patriot HR gives you a clear, visual view of your company’s reporting structure, so the answer is always right there for you — and your employees in their portal.

clearing account-setting

Clearing Accounts

Patriot’s Accounting integration now supports Clearing Accounts for direct deposit and payroll tax withdrawals, so payroll activity in your ledger matches the way money actually moves through your bank account.

Payroll Ledger Transactions Report

Payroll Ledger Transactions Report

Keep payroll and accounting in sync with a report that helps you confirm transactions were sent and quickly fix anything that was missed.

Employee Document Uploads in Portal

Employee Document Uploads in Portal

Companies with HR now have a way for employees to share documents directly through their employee portal.

HR Experts and Training

HR Experts & Training

Available as an HR add-on, HR Experts & Training helps small business owners get live guidance from certified HR experts, access a library of employee training for compliance, workplace safety, and leadership development, and manage HR compliance with more confidence as their teams grow.


Improvements You’ll Love

Refinements across the software that keep your day moving.

System Status Page

To wait or not to wait? No more questions here. Now you can get a clear answer fast, without trying to guess when something feels “off” (slow load, login trouble, etc.) with the System Status Page.

25 Roles per Hourly Employee

Now Patriot Payroll supports 25 roles (aka pay rates) to keep up with your changing workforce.

Search on GL Accounts

We’ve added a search bar to your General Ledger accounts so you can quickly find the account you need.

Auto-Gratuity Money Types

You can now add auto-gratuities in Patriot, making it simpler to include service charges in payroll and keep W-2 reporting accurate.

Employee Profile Pictures

Put a face to the name. Add employee profile photos to make records easier to recognize, and let employees update their own picture right from the employee portal.

Sticky Account Headers

New sticky headers in the Account dropdown keep your category in view as you scroll, so you’ll always know whether you’re browsing Assets, Liabilities, Equity, and more. Tiny upgrade, big “where am I?” energy saver.

New Help Center

Got a question mid-task? New help center articles are now available right on the page, so answers are never more than a click away.

Longer Plaid Connections

We’ve increased Plaid disconnection times to 120 days without activity, so you can get your quarterly bank transactions in without needing to reconnect.

Payroll Report Search Improvements

You can now search by Employee Name and Location on the Payroll Details report.

Overtime Hours Auto-Fill

On pay Step 1a for federal overtime, you can now copy and prefill the federal OT hours from the paid OT hours using the new “Auto-Fill All” link at the top right.

Clearer Auto Payroll Messaging

We’ve added more specific messaging when an auto payroll gets cancelled because of a change that inactivates the auto payroll.

Smoother Direct Deposit Application

We’ve updated our direct deposit application so next steps are clear and submitting information is smooth.


Based on Your Feedback

You told us what would help — here’s what we built in response.

Automatic Stripe Fees

Say goodbye to manually recording Stripe processing fees. We’ve added a setting for Stripe Transaction Fees — turn it on and future invoice payments will post fees automatically to your chosen expense account.

Negative Time-Off Alerts

Running payroll just got a built-in safety check. Patriot now flags any employee with a negative time-off balance right at step 1, so you can fix the hours or move forward with confidence.

Quick Links on Employee Profiles

We’ve updated our employee profile interface so handy links on the side take you right where you need to go on the Info page.

Report Descriptions at a Glance

We’ve updated our reports page so you can read a description of what each report does — getting you to the right report without guessing.


Keeping You Compliant

Updates that keep your payroll accurate and your business protected.

PFML on Pay Stubs

We’ve added employer-paid family leave pickup on employee pay stubs to keep employees aware of this taxable benefit.

That’s a Wrap — Now Go Get Some Time Back!

These updates are live and ready when you are. Log in to take them for a spin, and keep those ideas coming — the best features start with your feedback.

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