User Roles - Full remittance advice access for Invoice Only Approve and Pay user
For the 'approve and pay' user the remittance function is limited. They should have the functionality to send remittances on a batch payment and also be able to access the remittance button at a later date. An admin member of staff needs access to the full remittance capability in order to complete their duties fully.
Jaspreet Lally
shared this idea
-
Elyse Rich
commented
Our Accounts Payable team needs the ability to export batch files and send remittances.
Currently we have to give them Standard User plus Edit Bank Details permission.
This grants them access to accounts, reports, and various other sections such as reconcile the bank statements.
Our AP team shouldn't have the ability to see the Balance and Transactions of every single bank account, loan facility and credit card within the organisation. -
Ryan Pearcy
commented
Is this being explored by Xero at all? This is a standard process that is baffling your system still can't handle.
As I know you are in the year of quick fixes, this should be added to the list. Please comment
-
Victoria Whitelaw-Marshall
commented
Totally agree with this as it is restricting purchase ledger staff to fulfil their role and requiring more senior staff to take time to produce the remittance.
-
Charlotte Rix
commented
If staff have the authority to batch pay, they should have the authority to send a remittance report
-
Accounts Accounts
commented
Yes, the function to be able to send remittances is a very important missing feature
-
Lianne Taylor
commented
Agreed - currently the user can make a payment but, cannot advise their suppliers of that payment. It makes sense for them to be able to issue/view remittances when they are the ones creating the payments. I'd like to see this available asap to avoid a second user having to get involved in this function.