Generate workpapers for the Practice Entity - link Practice org. to 'client'
Currently the practice entity Xero blue file cannot be linked to a 'client' within the client list under the practice. This means users are unable to generate a workpaper pack for the practice.
Our Practices need to be compliant too, if we are unable to use workpapers within the system, we have to find another solution for our workpapers
There needs to be the ability to link the practice organisation to an entity within the client list.
We appreciate you highlighting the changes that are most important to you. Your idea has been reviewed and is now live for community voting. We encourage you to share the link with colleagues who might benefit so they can cast their vote as well. Other users can now also add comments to explain how this feature would enhance their Xero experience.