Settings and activity
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56 votes
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Terry Beks
supported this idea
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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 😊)
Terry Beks
supported this idea
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Terry Beks
commented
Similar to Reckon, have the option to provide access for admin staff to view selected reports, eg, AR & AP without providing permission to view all financial information.
Provide admin staff access to timesheets and leave but not to view all sensitive employee financial information. At present we either provide admin with payroll access and they can see employee remuneration which is not ideal, or we can use our admin staff to do admin work (NOT IDEAL).