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
submitted · AdminKelly Munro (Community Manager, Xero) responded
Mubashar Iqbal commented
Access for more than one person who is doing working paper is much needed
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.