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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
Trudy Armstrong
supported this idea
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141 votes
Thanks for continuing to explain how the current all or nothing Payroll Admin access affects your teams. We’re now developing more granular payroll permissions, starting with separate View, Edit and Approve Timesheets access so timesheet tasks can be delegated without exposing the wider payroll area.
While the current work is focused on Timesheets access directly we recognise there are other sensitive areas within payroll that you'd like more incremental access to and we'll continue to consider these as our development of permissions evolves.
I'll come back to share when these Timesheets options are live!
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Trudy Armstrong
commented
AU Payroll - Payroll Admin Access Levels - Rather than FULL Access: When adding User Permission to Payroll Admin the user has full access to all areas of Payroll. From a security view point it would beneficial to have different levels of access under the Payroll Admin. The current set up exposes businesses to the potential of wrong doings in payroll. 3 Levels as a Suggestion: Level 1 - Full Access / Level 2 - The ability to tick what processes you want the User to be able to do / Level 3 - View Only. There are not enough User restrictions in the Payroll access.
Trudy Armstrong
supported this idea
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Being able to set a desired schedule for automatic statements eg weekly, fortnightly, monthly (particular date of the month). This is a feature that is highly needed. Especially for companies that have a large portfolio of customers.