Settings and activity
3 results found
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648 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
An error occurred while saving the comment 
Deryn Peters
supported this idea
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An error occurred while saving the comment Deryn Peters
commented
This should be priority on any accounting system.
An error occurred while saving the comment Deryn Peters
commented
We have various budget holders that need to see reports but do not need to see the bank account as this contains staffs salary payments
An error occurred while saving the comment Deryn Peters
commented
Restricting users access rights, don’t want all users to access bank accounts, this is a must feature.
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218 votesDeryn Peters
supported this idea
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127 votes
An error occurred while saving the comment Deryn Peters
commented
Purchase Orders
Ability to match multiple delivery notes and multiple invoices (if d/n not available) to one PO
Deryn Peters
supported this idea
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More detailed access rights on individual profiles is needed as not everyone in an organisation needs full access and should not have access to confidential information. Bank accounts is just one area, Payroll is another.