AU Tax - Schedule EFT reconciliation reports
Provide the ability to schedule requesting on a daily basis the EFT Reconciliation reports in XPM, currently being a manual request locked behind Business settings permissions.
Provide also the resulting reports in either a Custom Reports area or standard reports so admin staff without the Business Settings permissions can view the ATO EFT reconciliation reports, filtered by date and Tax Agent Number. Possibly add a permission to view these reports as a separate permission.
Greg Hastings
shared this idea
Thanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.
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alot ubvid
commented
The AU Tax Schedule EFT reconciliation reports feature allows businesses to automate the daily request of EFT reconciliation reports in XPM, eliminating the current manual process restricted by Business Settings permissions. These reports can be made accessible in a Custom Reports area or within standard reports, enabling admin staff without Business Settings access to view ATO EFT reconciliation reports filtered by date and Tax Agent Number. Additionally, a separate permission can be added to control access to these reports, ensuring proper security and workflow management. For an example of a helpful online tool to simplify calculations, you can also check out https://calcularporcentajeonline.es/ .
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Virginia Sam
commented
Currently, retrieval of PLS Reports (EFT reconciliation report for client trust payments) relies on a manual Retrieval. It would be ideal if this report could be set to automatic retrieval.
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Rick Fox
commented
The ability to schedule ANY report to run and "publish" is a critical need right now.