Settings and activity
3 results found
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15 votes
Hi Debbie, thanks for sharing this idea! Giving a Subscriber control over the team’s homepage layout would be really useful—helping everyone focus on the right tasks while keeping sensitive information private.
Right now, each user customises their own dashboard, so it can be tricky for admins to know exactly what’s visible. For now, User Roles can limit access to certain data, or you can share a simple SOP with a screenshot of your preferred layout for staff to match.
I’ve moved this to Gaining Support so we can see how many in the community would find this helpful. Your feedback really helps guide what we look at next.
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Alan Jarvis
supported this idea
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125 votes
Heya team, thanks for all your input here. We hear you, and understand that being able to assign multiple tracking categories to pay items would improve your reporting capabilities, and simplify tracking costs for various projects, locations, or departments.
For now, we’d suggest using manual journals to split and reallocate payroll costs after a pay run. Alternatively as some have shared, you could create specific pay items for each tracking category combination, although we recognise this may not be suitable for all.
While this isn’t in our plans at this stage we understand the rationale here and will consider how tracking works within payroll closely as we continue to develop our roadmap.
If there are any changes or news for tracking in payroll we’ll be sure to update you of this here.
Alan Jarvis
supported this idea
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141 votesAlan Jarvis
supported this idea
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New Homepage has allowed for sensitive information to be displayed for Staff they previously did not see, ie Profit and Loss. Client has no way to control this unless ask Staff member to switch to old or Customise. That can cause questions and issues.
Solution:
1. Give Subscriber and/or Advisor the right to control what Standard Users see on Homepage or switch to old, and
2. Create a new Permission called say, Invoice & Coding, gives Staff access to Invoicing and able to code Bank Statements and Invoicing and Bank Reconciliation Reports.