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.
Bec Argent
shared this idea
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Adam Ting
commented
I support Bec's view that practice has to have access to workpapers, for his own practice as well.
In my case, I'm under supervision program meaning I need to create workpapers in order my supervisor can check all the relevant documents for compliance & training purpose. It's fundamentally incorrect that we can create workpapers for client except our own practice.