Xero Workpapers - Link to Prior Year (Archived) Workpaper Pack
A quick link from this years (active) workpaper pack to last years (archived) workpaper pack for this client would be so useful and save so much time. Accessing prior year (archived) workpapers is such a 🥴 workflow at present.
Ideally this would be available on the Workpapers page (where you can see all workpapers) and take you to the same for last year, and it would be available on every individual workpaper page (and take you to that same page for last year).
Sam Gray
shared this idea
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Sam Gray
commented
At the moment if you go to an Archived Xero Workpaper pack, you can't click the Xero hotlink button nor the Documents button next to an account. I understand preventing people from clicking the Done (tick), Manager and Principal approval buttons (and delete button of individual documents) - but there is no point to deactivate the Xero hotlink button so that I can't use that, and the click the documents button to see the documents linked to that specific account. Straight up lazy..