Lock Down Preparers from Making Changes to Completed Workpapers
Currently when an individual set of workpapers are marked as Completed, they can be then changed by a Preparer without it alerting the reviewer that the Workpaper is now not reviewed for that change.
Once a workpaper is marked as completed, if any change occurs after this, it should be changed to In Progress immediately automatically (similar to how it changes from Not Started to In Progress). This would prevent that Workpaper from being changed without the reviewer being alerted.
I would have deep concerns about knowing all Workpaper integrity has been maintained without this feature or a feature like it.
David Cowling
shared this idea
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Stephen Healy
commented
To add to this - it would be helpful if Xero could have a warning box or something so that after a workpaper and job is completed - if the underlying data has changed (meaning an account balance has changed) since completing the workpaper because a user has entered data in the xero file causing a change - there should be a warning or something along those lines so we can check it immediately.