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  1. Workpapers - Ability to create confidential workpapers

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    2 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, we're working on a new Workpapers solution which will build a foundation that can support more granular access controls in the future.

    We have plans to enable the ability to restrict access to sensitive workpapers and documents, ensuring only the right people can view or edit them, and all actions will be auditable. We'll be rolling the new solution out in phases, and we'll keep you updated on the progress for permissions through this idea.

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    Kristin Gear commented  · 

    When creating the New Xero Workpapers, we need to have the option to restrict the access to the file. This way, we can restrict staff access to the workpapers the same way we restrict staff access to tax returns for specific clients.

    Kristin Gear supported this idea  ·