AU Payroll - Customise User Permissions
We need the ability to further customise User Permissions. For example, a company could have 3 bank accounts and one credit card, all of which need reconciling, but I want two employees to share responsibility. So, employee A can do two bank accounts, and Employee B can do 1 bank account, and one credit card, and each can only see what they are responsible for. Secondly, we should be able to set up a Finance Manager who has certain permissions again separate from all other options. For example we may have a Purchasing Officer with authority to purchase goods/services up to a value of $10k but anything over this limit does NOT allow them to approve the PO, the PO must be submitted to the Finance Manager to approve in Xero. Another issue two is certain roles need to be able to generate certain reports but not all...
There are so many problems with User settings in Xero...
Emma Rosenblatt (Accounts)
shared this idea
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Adelle Auld
commented
Our company needs the ability to have different access levels within payroll.
We have team members involved with the weekly payroll, that are not permitted to view Manager's payroll information (i.e. Salaries) for personnel within the Fortnightly or Monthly payroll.Our weekly payroll is for casual personnel so this is has a larger group of employees involved so the workload is shared.
I find it unusual that all other areas of Xero have different levels of access ie. Submitter, Approver and Admin, why is there not varying levels within payroll.
Suggestion for restructuring of payroll could be as follows:
* Restrict Submitter to either Weekly or casual personnel categories.
* Approver could have access to all employees/ payroll.
* Admin has access to the super lodgements and STP filing. etc.
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