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  1. 1 vote

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    Rebecca Johnson shared this idea  · 
  2. 34 votes

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    Rebecca Johnson commented  · 

    Account Transactions Report - Please add "Created Date" Column option to the Accounts Transaction Report
    Currently "Created Date" is only an option on "Payable Invoice" and "Receivable Invoice" reports.
    This can make it much more difficult to audit certain areas such as VAT to reconcile historic periods where late postings have been made.

    https://www.loom.com/share/f93d6391e5754c328f28ffe88f92ff7b?sid=30cc2cbf-9352-46ac-922d-f11939ed5242

    Rebecca Johnson supported this idea  · 
  3. 32 votes

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    Rebecca Johnson commented  · 

    This is critically important. From a GDPR perspective no business owner should be giving certain Employees Payroll Admin access to ALL employees just to allow those supervisors, managers or PA's to approve timesheets on certain employees.

    Giving those supervisors, managers or PA's unnecessary access to employment and employee data may not be deemed appropriate, exposing the Business Owner to risk of GDPR infringement litigation, fines and penalties.

    It also looks like this feature is already available in Xero Australia, so it surely can't be too difficult to add to the UK.

    Rebecca Johnson supported this idea  · 
  4. 25 votes

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    Rebecca Johnson commented  · 

    I was going to raise this myself. As it has not been acted on yet, perhaps it is not understood, So I will endeavour to explain it from a different direction.

    Payslips currently have Draft and Posted flags, to indicate their progress.

    Please can you add a Sent flag when the payslip has been emailed, so the progress flags are Draft, then Posted, then Sent.

    This would allow us to check that payslips have been sent out and prevent client frustration should the task be overlooked.

    In terms of best practice, I would also love notes to be added below the payslip to confirm, when and who completed each stage, but I think the first step of creating the "Sent" stage is the most important improvement.

    Rebecca Johnson supported this idea  ·