Skip to content
← For accountants & bookkeepers

Enter your idea

'remove document pack' has been merged into this idea

For accountants & bookkeepers: Xero HQ

Categories

(thinking…)

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

3 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Kelly Hay shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • 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.