Settings and activity
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300 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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Tavani Atkinson
supported this idea
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19 votes
Tavani Atkinson
supported this idea
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16 votes
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Tavani Atkinson
commented
This would be important
Tavani Atkinson
supported this idea
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2 votes
Tavani Atkinson
shared this idea
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95 votes
Hi everyone, thank you for your feedback and I do want to apologise for any confusion my update's caused. You're correct in that the responsibility outlined in my response is relevant to the concessional contribution cap. Seeing your responses today, we now appreciate that the idea here is specifically around the maximum contribution base.
I want to assure you this is something our product teams are paying close attention to and though we don't have any immediate plans we can share, we will consider this request as we continue to plan our roadmap - We encourage you to share any further details on your experiences related to managing the maximum contribution base as these will be helpful to the product team as they assess this feature.
Tavani Atkinson
supported this idea
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Is there any update on this? I have several clients requesting this. There should be an option for Sales & Purchase officers to access Sales & Purchase related reports.
If you give someone access to Reports they have automatic access to the bank account and can see everything (including payroll net payments).