Settings and activity
99 results found
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8 votes
An error occurred while saving the comment 
Elisa Harris
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6 votes
An error occurred while saving the comment Elisa Harris
commented
100% agree. We definitely need the capability to run reports on bank details, even if the reports are part of some sort of restricted access. This also comes into play for new software integrations such as trust account software, that requires this and up to this point there has been nothing to export.
Elisa Harris
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6 votesElisa Harris
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2 votes
An error occurred while saving the comment Elisa Harris
commented
Totally agree, coming from a firm that transitioned from Handi 18 months ago, it is less than ideal for all staff to be able to view all these personal details for staff and their families/entities such as:
- Home address
- Dates of birth
- How many and which entities the staff member hasElisa Harris
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4 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely, yes yes please! This is a HUGE issue and has a major impact on procedures, that the average staff member cannot view data like this because to grant them that permission is far too broad. Especially seeing the biller client for the group is essential and extremely disappointing that you have to have full financial permissions to be able to view such minor/non-sensitive information.
Elisa Harris
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2 votes
Hi Sally, it looks like you're based in AU in which case the Leave requests report might be of help to you here. It'll show you the start and end dates, as well as units and dollar amount. It can be run for all, or specific employees for the period.
I see you've started this idea under Practice Manager so let me know if there's something I might be missing in your idea, here.
An error occurred while saving the comment Elisa Harris
commented
Pretty sure you can already do this through report builder....
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3 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely, it would be so helpful to have some sort of automatic input or matching, to eliminate people entering one and forgetting to do so for the other.
Elisa Harris
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2 votesElisa Harris
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3 votesElisa Harris
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6 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely critical! Can't believe this isn't a thing yet! Definitely need to be able to bulk delete jobs, especially because you can bulk add them and there is therefore a much higher likelihood something goes wrong or get imported incorrectly.
Elisa Harris
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3 votesElisa Harris
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3 votesElisa Harris
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7 votesElisa Harris
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3 votes
An error occurred while saving the comment Elisa Harris
commented
Great idea! But you would need to have the option so that people aren't receiving emails they don't want! (eg it's a newer manager so the partner is still reviewing all invoices that go out in the interim. In this case they need the option to be able to turn this off)
Elisa Harris
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3 votes
An error occurred while saving the comment Elisa Harris
commented
Yes! When we first onboarded with Xero our implementation consultant advised that you would be able to choose which you wanted to bill under, if there was a billing entity assigned. We very quickly discovered this is not the case! I can't tell you how many times I have drafted an invoice only to discover it is under a different entity because I didn't know there was a billing entity already set up. Having to then delete the draft and reraise it is inefficient to say the least!
Elisa Harris
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2 votes
An error occurred while saving the comment Elisa Harris
commented
100%. It wastes a lot of time when you think you entered it but now can't find it and have to go scrolling through every timesheet entry (which could be dozens in a day) to confirm if it has been entered. Double entering the same entry is therefore quite common unfortunately.
Elisa Harris
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3 votesElisa Harris
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1 voteElisa Harris
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2 votesElisa Harris
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An error occurred while saving the comment Elisa Harris
commented
I have been saying for a long time that the Financial Permissions need to be updated. There are a vast number of functions which are restricted in 'Financial Permissions,' and yet to provide this permission opens up a broad range of access that the average staff member shouldn't have. Help please!
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8 votesElisa Harris
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Yes absolutely, and agree with Paul's comment below as well. It is so frustrating to constantly have to count back 14 from the due date to figure out when the invoice was issued. Would appreciate some more flexibility/columns here!