Workpapers - Ability to lock review point
Lock review points.
Review points should not be able to be edited or deleted especially when done by partner. Manager should be able to respond but not edit or delete the original review point made by someone higher
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7
votes
Raewyne Paterson
shared this idea
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John Curley
commented
It would be good to auto set the lock date of a clients blue Xero on the completion of all Workpapers.
This would help avoid changes post the completion and mean the client engages the partner before making a change. -
Kerri Borg
commented
This is potentially a major risk management issue. Xero please address as a priority - at the very least include what was changed in the history audit trail and by which user.