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  1. User Roles: Workpapers - Ability to give 'read only' access

    19 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi team, I'm happy to let you know that we’re working on a new Xero Workpapers solution, within which practices will be able to grant staff the ability to see all workpaper packs for clients they have access to 😊

    In addition, it offers more control over staff permissions within Workpapers, including the ability to restrict certain actions to just administrators or reviewers.

    We've just started rollout to Australian partners with more regions to come in the new year. Thanks again for your feedback and we'll post another update to confirm when released to all Partners.

    Mike Hartley shared this idea  · 

  2. Workpapers - Roll forward to the next years workpapers

    108 votes

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    In development  ·  7 comments  ·  Practice tools  ·  Admin →
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  3. Xero Workpapers - Being able to group entities into one client folder for related entities

    36 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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