Workpapers - Multiple approval levels
Have at least 3 people to sign off the workpaper - Preparer, Manager and Partner (Similar to the old WP
4
votes
Keyne Kadir
shared this idea
Thanks for sharing your feedback on new Workpapers with us here! It's super valuable to the team as we continue to develop this space.
Our product team have picked this idea up and are actively working on providing a second layer of review/approval for Workpapers.
I'll come back to share when you can start making use of this additional step of review.
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Diane Darcy
commented
We would like to see 2 managers and 1 principal review with the ability of each manager and principal to tick off each entry