How to provide payroll access to accounting company

[logstolumber]

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?

[TheRealChipA · Accepted solution]

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,

[TheRealChipA · Accepted solution]

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,

[logstolumber · Accepted solution]

Thank you.