Workpapers - Ability to create confidential workpapers
Having the ability to create a separate set of work papers for the practice that is confidential and not visible to all users.
At the moment staff can see the practices private and confidential financial information.
Melanie Jones
shared this idea
Hi team, we've now made managing staff access to new Workpapers across your practice simpler. 😊 The client access you've already set in Xero Practice Manager, Xero HQ or Xero Partner Hub will automatically carry through to Workpapers, with nothing extra to configure.
Your staff will only see, create or be assigned to workpaper packs for the specific clients they've been granted access to, meaning no risk of the wrong person seeing the wrong file.
New Workpapers brings staff access together across the tools you use every day, from client file to workpapers and tax.
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Kristin Gear
commented
When creating the New Xero Workpapers, we need to have the option to restrict the access to the file. This way, we can restrict staff access to the workpapers the same way we restrict staff access to tax returns for specific clients.
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Rebecca White
commented
When setting up and adding workpaper packs, the roles assigned as Manager, Partner and Practice Admin can Add/View a Workpaper Pack for our Firm Financial File. These 3 types of users are rarely the owner or director of a firm. The only way to keep firm data protected is to have the director managing settings, adding workpaper packs and assigning the workpapers. This does not happen in practices. It is very rare the owner is setting up workpaper files. Why is there no option to directly lock the Tax and Workpapers of the firm? Seems far out of touch and creates a huge waste of time for the owner to be doing this kind of work when there's new jobs to be added.