Settings and activity
69 results found
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194 votes
Hey everyone! Thanks for your ongoing feedback on this. We appreciate you taking the time to highlight how important it is to get superannuation calculations exactly right, especially with the specific rules around employees under 18.
Our product team has reviewed this idea and agrees this needs to be addressed. The current workaround of manually adjusting each pay run isn't the seamless experience we want to provide, especially for businesses with multiple under-18 employees.
As a result, we're moving this idea to 'Accepted'. While we can't give a specific timeframe for a solution right now, this status means it's on our radar and something we'd like to develop in the future.
We appreciate you taking the time to share your thoughts with us and for your patience. 🙂
Sasha Nicely
supported this idea
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202 votes
Hey everyone, we thank you for the detailed feedback on improving how leave requests work for part-time employees in Australian payroll.
We understand the value of shifting the task of adjusting hours to employees, freeing up payroll administrators’ time for other priorities and we also appreciate the points raised around accuracy and compliance.
While we don’t have current plans to deliver exactly what’s been suggested here, our product team is continuing to focus on developing working patterns within AU Payroll. Based on what we’ve seen in other regions, this'll likely address many of the needs discussed here.
We’ll move this idea to Not in pipeline for now, but we’ll keep you posted on any updates that could help achieve what’s being asked.
Sasha Nicely
supported this idea
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485 votesSasha Nicely
supported this idea
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113 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
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84 votesSasha Nicely
supported this idea
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65 votesSasha Nicely
supported this idea
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55 votes
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158 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
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264 votes
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Additional Update
It would be useful to be able to delete / remove sent doc packs which have not been signed, otherwise when cancelled they just stay there and there are multiple cancelled doc packs for one client.
Being able to edit doc packs would be a significant use to our practise, often clients see their returns, financials, documents and want to make changes. This means, we have to redo all the documents including amendments in PDF etc in order to upload the doc pack again. Sometimes this can occur 1-2 times, which means we have loads of unwanted / cancelled doc packs.
Sometimes the client will sign off half the documents in the doc pack, and not the other half. We then have to cancel the doc pack, although it has signed and completed documents in it. This is no good!
To answer your questions:
A. For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
We are not just adding tax returns to doc packs, we are up to 20 different documents, financials, BAS, TPARs, tax returns for company, trust, multiple individuals, resolutions, other relevant documents and paperwork that the client needs to sign at the same time.
Some doc packs will have multiple email addresses, for different entities, individuals etc. Sometimes clients cannot access the doc pack through the email address we have on file. Often the email address needs to be changed, and this means redoing all the documents from scratch (time consuming for so many documents).
B. Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
By adding additional docs to new doc packs, rather than editing the original doc pack, it creates multiple packs for one client and means the documents are not all together (our end). Sometimes this means we can have 3-4 doc packs, where as we just need 1.
Also where a client has signed some of the documents in the doc pack, but one of the documents needs to be amended and added to a new doc pack. The original doc pack with signed docs either needs to be cancelled or remains as 'sent' status. Either way, it never reaches completed although it has documents which are completed in it.
C. Lastly, it'd be good to get more substance of how the ability to rename a pack would be of use. Are there any instances you've needed this and can share?
This would be useful if there was an error made, or if we are changing the docs included we can change the name on the doc pack to reference it. I.e. ABC Financials 2021 to ABC Financials 2021 and 2022.