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For accountants & bookkeepers: Xero HQ

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Document Pack - Ability to hide

Give the option to make document packs 'PRIVATE' if you don't want your employees to see your private and personal accounts

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Kelly Hay shared this idea  ·   ·  Report…  ·  Admin →
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  • Winona Luo commented  ·   ·  Report

    Signed document pack via Xero Sign cannot be archived or removed from the system. Sometimes we have client sensitive information in the pack and wish to remove signed document pack so that other employees cannot view.