@AlexL said: @AndySoul_4C when accepting the collaboration, you have the option to create an account or log into a pre-existing Wave account.
@MKarr For your Payroll Manager to have access to this info you do need to provide them with the Admin access to the account.
@Tony001 Editor permissions will grant your employee the appropriate access to enter in customer info and provide payment links.
@Chizlago I'm afraid this permission doesn't exist. If you give them editor access, they'll also be able to edit past data as well.
@AlexL thanks for the feedback, maybe wave should consider giving account owners flexible options to custom-select roles for users. or at lease provide options to create an accounting period (financial year or quarterly periods to work on).
Could you create a roll for a sales team member that can only access customer creation, add products/services, create estimates & create invoices but not access other areas of accounting?
Thanks so much for your feedback in the community. Our team is very aware of the Sales request and the customization of user roles. We don't have an ETA but I am hoping this is addressed in a future iteration of Wave!
Hi @mafriciman , thanks for your message! You would want to add your bookkeeper as an Editor or an Admin if you need them to be able to take action on reconciliation for you.
want to have manager on site to be able to see outstanding balance of customer without being able to see anything else. Giveing him a seperate sign on to my wave account.???
Hey @Betsy , thanks for your message! I've moved your question into this more relevant thread. There's not an option to see only customer balances as a user, but you can add your manager as a separate-login user in Settings > Users, and add them as a Viewer, for example! All of the permissions for the different user types are listed on that page there.
This is my third attempt to get help with payroll history. I need to enter the history for my employee Debbie Moyle. Then I need to review the data entry to make sure it is correct. those selections are being blocked.
I'm also in need of a feature to allow a salesperson on my team to create and send invoices, as well as take payments, but to not have access to anything else on my account.
Is there any progress on user permissions? It's a little disappointing to see a thread that's over a year old have no positive progress reported when so many people are needing this feature.
My apologies you're experiencing an issue with your payroll history import. I can see that one of our experts in the payroll department has reached out to your email on Thursday giving you these instructions. I'd recommend replying to this email if you're still having troubles with this. You should also have access to chats by selecting the help button in the bottom of your account as a paid user. We operate from 9-6pm EST.
Currently Wave does not offer this feature within this version of our app. We're always looking for feedback from our customers on how we can improve our software with every update we make. So we appreciate you reaching out about this and you should know that our developers are always parsing through archived tickets looking for feature updates requested by our users.
I don't need anything unusual. My setup: I have been using Intuit payroll for many years (>10) with no problems. I waited until around June 15 when I received notice that Intuit had paid all the payroll taxes and Wave had a message that the payroll was 100% setup. I did a June payroll 'preview' on Intuit and Wave. The numbers are significantly different. Since I believe this will result in my employees getting different payroll notices in January, they will ask me for an explanation. What do I tell them? I believe the payroll setup for the 2 systems is the same. The numbers are the same on both systems except for CIT and FIT. I have no control over those. For FL SUI I put in the tax rate and it is the same on both systems, however the numbers are significantly different for all 3 items. All the other numbers are the same. As you can imagine CIT (Ca income tax) and FIT (federal income tax) must be the same to avoid complaints. Do I need to wait until the January 2021 payroll to start.
You should be able to start your payroll from whenever! The payroll agents that you have an open ticket with are payroll tax specialists, we in the community don't have the same insights into your tax profile unfortunately. I hope you are able to resolve this with the agent. Once again try chatting in if you haven't done so!
I guess they are working on it. I have not received an update. I will try again around July 15, 2020 after Intuit pays all the taxes through the 2nd quarter. I would like to process payroll with Wave for July 2020. We will see.
Can I customize a user's access? I want to add a salesman who can create invoices but not see the accounting or payroll info. Only able to create invoices.
Hey @kvdavidson , thanks for your message! I'm afraid it's not possible to customize user permissions, but that's an intriguing idea! This isn't a feature our team is currently working on changing, but if you need someone to be able to create invoices, an Editor level of access would be closest to what you've described there. An Editor can view your accounting & invoicing, but they cannot view:
Business export
Credit Card Payment
Bank Connections (including the Dashboard bank balances)
Account Settings
Payroll
Hey @Mjwillbanks , thanks for your message. To clarify, this is not a feature request portal, but rather a technical support, community discussion, or feature idea sharing space - I'm sorry if this was unclear. That said, thanks for your contribution - we love to hear from you!
Hey @srb9298! Thanks for reaching out here. I've moved your comment into a more relevant thread here. Unfortunately, customizing user permissions is not something that is currently available, but we definitely appreciate you reaching out!
I too would like to have a Salesperson roll that can only create and send invoices. I don't want my salesperson to see any of the business expenses or any other accounting information.
Please allow user permission editing. Our small business model has high turnover, and I need the capability to remove and change users' access often. Please keep us posted!
can you explain how the different user levels apply to product creation? I'd like to restrict employees from creating new products. We now have 1000's of products that only differ slightly where we only need maybe 100. This happens when creating an invoice. Would also be helpful to make entering a description on an invoice line item.
@jncfll said:
can you explain how the different user levels apply to product creation? I'd like to restrict employees from creating new products. We now have 1000's of products that only differ slightly where we only need maybe 100. This happens when creating an invoice. Would also be helpful to make entering a description on an invoice line item "mandatory".
Hey @jncfll , Editor permissions and up can add products to the software (this includes Admins). If you want to restrict product creation, you'd have to add your employee as a viewer, but I'm afraid that this would also restrict their ability to edit anything else in the software.
Ive allowed my accountant editor access. But after initially having access she now cant log in again. Why?
I also have 3 different businesses on Wave. How can my accountant view all three at the same login?
Comments
@AlexL thanks for the feedback, maybe wave should consider giving account owners flexible options to custom-select roles for users. or at lease provide options to create an accounting period (financial year or quarterly periods to work on).
Could you create a roll for a sales team member that can only access customer creation, add products/services, create estimates & create invoices but not access other areas of accounting?
Hey there @Chizlago @CGWLS
Thanks so much for your feedback in the community. Our team is very aware of the Sales request and the customization of user roles. We don't have an ETA but I am hoping this is addressed in a future iteration of Wave!
Good day
Any news on the roles at the moment?
Hey @Allenr! No updates as of yet, but we will absolutely update this thread with any further details if they develop.
I want to give access to a bookkeeper to reconcile my statements. What should I set them up as?
Hi @mafriciman , thanks for your message! You would want to add your bookkeeper as an Editor or an Admin if you need them to be able to take action on reconciliation for you.
Thanks for the tip!
want to have manager on site to be able to see outstanding balance of customer without being able to see anything else. Giveing him a seperate sign on to my wave account.???
Hey @Betsy , thanks for your message! I've moved your question into this more relevant thread. There's not an option to see only customer balances as a user, but you can add your manager as a separate-login user in Settings > Users, and add them as a Viewer, for example! All of the permissions for the different user types are listed on that page there.
This is my third attempt to get help with payroll history. I need to enter the history for my employee Debbie Moyle. Then I need to review the data entry to make sure it is correct. those selections are being blocked.
I'm also in need of a feature to allow a salesperson on my team to create and send invoices, as well as take payments, but to not have access to anything else on my account.
Is there any progress on user permissions? It's a little disappointing to see a thread that's over a year old have no positive progress reported when so many people are needing this feature.
Hey there @KamAtStratford
My apologies you're experiencing an issue with your payroll history import. I can see that one of our experts in the payroll department has reached out to your email on Thursday giving you these instructions. I'd recommend replying to this email if you're still having troubles with this. You should also have access to chats by selecting the help button in the bottom of your account as a paid user. We operate from 9-6pm EST.
Hey @JDoolittleGDM
Currently Wave does not offer this feature within this version of our app. We're always looking for feedback from our customers on how we can improve our software with every update we make. So we appreciate you reaching out about this and you should know that our developers are always parsing through archived tickets looking for feature updates requested by our users.
I don't need anything unusual. My setup: I have been using Intuit payroll for many years (>10) with no problems. I waited until around June 15 when I received notice that Intuit had paid all the payroll taxes and Wave had a message that the payroll was 100% setup. I did a June payroll 'preview' on Intuit and Wave. The numbers are significantly different. Since I believe this will result in my employees getting different payroll notices in January, they will ask me for an explanation. What do I tell them? I believe the payroll setup for the 2 systems is the same. The numbers are the same on both systems except for CIT and FIT. I have no control over those. For FL SUI I put in the tax rate and it is the same on both systems, however the numbers are significantly different for all 3 items. All the other numbers are the same. As you can imagine CIT (Ca income tax) and FIT (federal income tax) must be the same to avoid complaints. Do I need to wait until the January 2021 payroll to start.
Hey there @KamAtStratford
You should be able to start your payroll from whenever! The payroll agents that you have an open ticket with are payroll tax specialists, we in the community don't have the same insights into your tax profile unfortunately. I hope you are able to resolve this with the agent. Once again try chatting in if you haven't done so!
I guess they are working on it. I have not received an update. I will try again around July 15, 2020 after Intuit pays all the taxes through the 2nd quarter. I would like to process payroll with Wave for July 2020. We will see.
Can I customize a user's access? I want to add a salesman who can create invoices but not see the accounting or payroll info. Only able to create invoices.
Hey @kvdavidson , thanks for your message! I'm afraid it's not possible to customize user permissions, but that's an intriguing idea! This isn't a feature our team is currently working on changing, but if you need someone to be able to create invoices, an Editor level of access would be closest to what you've described there. An Editor can view your accounting & invoicing, but they cannot view:
Hey @Mjwillbanks , thanks for your message. To clarify, this is not a feature request portal, but rather a technical support, community discussion, or feature idea sharing space - I'm sorry if this was unclear. That said, thanks for your contribution - we love to hear from you!
For my business account, how to make sure that my employee in the Purchase section is not given access to edit the Invoicing section and vice versa?
Hey @srb9298! Thanks for reaching out here. I've moved your comment into a more relevant thread here. Unfortunately, customizing user permissions is not something that is currently available, but we definitely appreciate you reaching out!
I too would like to have a Salesperson roll that can only create and send invoices. I don't want my salesperson to see any of the business expenses or any other accounting information.
Please allow user permission editing. Our small business model has high turnover, and I need the capability to remove and change users' access often. Please keep us posted!
can you explain how the different user levels apply to product creation? I'd like to restrict employees from creating new products. We now have 1000's of products that only differ slightly where we only need maybe 100. This happens when creating an invoice. Would also be helpful to make entering a description on an invoice line item.
meant to say: ... invoice line item MANDATORY.
Hey @jncfll , Editor permissions and up can add products to the software (this includes Admins). If you want to restrict product creation, you'd have to add your employee as a viewer, but I'm afraid that this would also restrict their ability to edit anything else in the software.
Ive allowed my accountant editor access. But after initially having access she now cant log in again. Why?
I also have 3 different businesses on Wave. How can my accountant view all three at the same login?
How to change Editor permissions