Settings and activity
2 results found
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303 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
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Elizabeth Cockell
supported this idea
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24 votes
An error occurred while saving the comment Elizabeth Cockell
commented
Hopefully one day this screen will have more options for splitting off a transfer to multiple accounts at the same time!
An error occurred while saving the comment Elizabeth Cockell
commented
In the Transfer Money screen it would be amazing if you could select multiple accounts to transfer to in one transaction. Currently I have to create multiple transfers to each individual account and then reconcile them all.
Elizabeth Cockell
supported this idea
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This is certainly an issue for our company. With only 3 admin staff currently, we need more flexible access/blocking of particular reports because staff need access to general reports but not higher level reports such as Profit and Loss which is confidential company information.