Settings and activity
3 results found
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512 votes
Hi community, we appreciate many businesses have adopted single sign on with providers like Google, Microsoft Azure/Entra, and Okta to easily streamline logins to many applications and manage operational risk. Our team are staying close to votes and feedback of the idea here, and though we can't commit to development at this time, we will be sure to let you know of any progress toward enabling single sign on
Liam Smith
supported this idea
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16 votes
An error occurred while saving the comment Liam Smith
supported this idea
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69 votes
An error occurred while saving the comment Liam Smith
commented
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
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For larger firms this is a real pain; ideally we want to be able to only give access to the people that need it.
It seems very odd for Org access to not be granted to all members of the group when a new Org is added to that group.