Hello!
Our accounting firm requires access to payroll to reconcile payments with our accounting software. I'm not seeing "payroll" as a permission in the team permissioning when I try to add them. What is the best way to get them this access?
Hey @logstolumber. Not that I doubted you, but I had to look at permissions, anyway. Of course, you are correct — there are no specific settings for controlling access to payroll. This seems to be implied “owner only” functionality for now.
First, head over to the Ideate Board and submit a feature request to the Payroll Team. That should at least get the ball rolling.
Second, you do have a report on your dashboard > Payroll > History & Reports. Select the desired payroll after submitting it each week, then click Actions > Export to CSV. This will create a CSV you can email to your accounting firm with the details of the payroll along with a list of all payments made. Hopefully they can use this for now to do what they need.
Regards,
Thank you.
Hey @logstolumber. Not that I doubted you, but I had to look at permissions, anyway. Of course, you are correct — there are no specific settings for controlling access to payroll. This seems to be implied “owner only” functionality for now.
First, head over to the Ideate Board and submit a feature request to the Payroll Team. That should at least get the ball rolling.
Second, you do have a report on your dashboard > Payroll > History & Reports. Select the desired payroll after submitting it each week, then click Actions > Export to CSV. This will create a CSV you can email to your accounting firm with the details of the payroll along with a list of all payments made. Hopefully they can use this for now to do what they need.
Regards,
Thank you.
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