We frequently have multiple people in the preparer role getting large jobs ready and having to get the manager or practice admins to reassign permissions in a workpaper pack is a needless time waste.
It would be great if workpapers could use the Xero file that is attached to look back at the permissions in Xero HQ. If someone has access to the Xero file, then I'd be happy for them to have Preparer / view access to workpapers across years.
Similarly, those people can also have access to Archived workpapers as well
Liam Smith
supported this idea
·
We frequently have multiple people in the preparer role getting large jobs ready and having to get the manager or practice admins to reassign permissions in a workpaper pack is a needless time waste.
It would be great if workpapers could use the Xero file that is attached to look back at the permissions in Xero HQ. If someone has access to the Xero file, then I'd be happy for them to have Preparer / view access to workpapers across years.
Similarly, those people can also have access to Archived workpapers as well