User Role: Ability for standard users to have access to Uncoded Statement Lines
I would like to recommend that standard access users be able to access a very handy "uncoded statement transaction report" that at this point is only available to the advisers role (usually accountants). I am told for advisers it appears on the front page of bank reconciliation. If it wasn't for chatting to an accountant one day about typing out lists to my clients I wouldn't know about it. I guess you don't know what you don't know. This is an extremely helpful tool when trying to send lists to bookkeeping clients / business partners or employee's when you are chasing backup documentation (invoices/receipts/income info) from. I find it quite illogical that accountants / adviser role are the only one's given this particular report when it is the bookkeeper needing to get all the transactions allocated finalised for them to do their magic. I can't for life of me understand what reason there would be that this report isn't given generic access. At this point I have Advisers/accountants that run this report off when needed but naturally this comes at a cost to the client and a waste of accountants time. For years I have been typing out all the unallocated transactions to send to my clients to chase up and as much as I am a fast typist it's a little frustrating the person that needs to get the information finalised for the accountants doesn't have access to this simple report. I propose that the "Uncoded Statement Transaction Report" be amended to include for standard users. Please vote for this to simplify getting the work done. Appreciate your help. Roz
Roslyn Zillman
shared this idea
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Shirval Blake
commented
Agree! It should be accessible to standard users
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Sally Nichols
commented
It would be helpful if you could pick which reports to give a standard user access to.
We have an external user who needs to see which bank transactions are unreconciled. The organisation has multiple bank accounts (50+) so the uncoded statement lines report is ideal but they only have access to this with advisor access, this gives them access to other facilities (lock dates) that we dont want them to use. This is causing us problems.
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Diane Mayhall
commented
It is extremely important for the Bookkeeper to have access to this without giving additional Advisor security out to them.
This is urgent as far as i am concerned as i am having to run the report for staff and then send it to them.
What an absolute waste of time.
As security is paramount with Staff levels this is critical to have changed so we as the Advisor are not having to run reports for our staff.PLEASE PLEASE PLEASE
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[Deleted User]
commented
YES please
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Angela Rich
commented
Hi there, can this be escalated to the developers and technicians to allow Standard Users to have access to the "Uncoded statement lines report".
I updated the Standard User permissions to "View and rerun reports" but it's still unavailable. Currently, our team is exporting the "Bank Reconciliation Summary" report in Excel/Google sheets, then copying and pasting the comments from the "Discuss" tab from the unreconciled statement lines to send to clients. It's a manual process and waste of time when this report exists and is available to Advisers. Moreover, with the "Uncoded statement lines report" can you add export options: Excel and Google sheets. It's only available in PDF and CSV format. I've included an attachment with screen shots and notes. Your prompt attention to this matter would be greatly appreciated. Thanks! -
Tracey G
commented
This would be great to have access to!
I need to give this report to my manager to show what receipts I need rather than wasting time copy and paste to a document for printing or typing out...argh!!
YES please. If we have access to bank feeds - we should have access to this report to chase what is missing.
