Workpapers - Ability to add more users
Sometimes we have more than three people working on a job and currently Xero only allows for one preparer, manager and partner on a job. It would be good if we could have more flexibility in this area.
Chloe Lewis-Lord
shared this idea
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Liam Smith
commented
We frequently have multiple people in the preparer role getting large jobs ready and having to get the manager or practice admins to reassign permissions in a workpaper pack is a needless time waste.
It would be great if workpapers could use the Xero file that is attached to look back at the permissions in Xero HQ. If someone has access to the Xero file, then I'd be happy for them to have Preparer / view access to workpapers across years.
Similarly, those people can also have access to Archived workpapers as well
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Mubashar Iqbal
commented
Access for more than one person who is doing working paper is much needed
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Kirsty O'Gorman
commented
Agreed. We need ability to add more than one staff member other than the partner/manager.
We often have multiple people working on a job.
Giving practice admin was the solution provided by Xero and not appropriate where we don't want junior staff accessing all workpaper packs.