How to provide payroll access to accounting company

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?

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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,

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!

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Thank you. 

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Square Champion

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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,

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!
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Thank you. 

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