New Workpapers - Include All Files not just those shared by Master Admin
We encountered a problem with New Xero WP wherein Xero Account file wasn't able to upload Xero file of client because it was not shared by Master Admin user of our practice. Wherein this case will not always be applicable because we are holding number of client and we cannot share all access to Master Admin. So we client is just sharing access to Accountant managing his file and tax return. Will it be possible to include all Xero Accounts under Xero HQ or XPM instead of depending on Master Admin access?
Ruchel Pusung
shared this idea
Thanks for your feedback here, Ruchel. This is something we'll start to gather wider interest in and I'll share if there are any updates planned.
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Marissa Mestros
commented
This needs to be built into Xero ASAP. Imagine how we sound explaining to clients that we used to be able to do workpapers no problem (using classic workpapers), but now we need to get additional user access for people that have nothing to do with preparing the tax return in order to open a workpaper file. Clients have no idea what the workpaper file even is and they shouldn't need to!! It's an internal process and this should work seamlessly without needing to contact the client to give us certain access (if we don't have manage user access).