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2 votes
Appreciate your feedback here, Andy. This is something we'll start to get a sense of wider interest in and consider for future enhancements.
I'll let you know if there is any news around this.
Andy Chambers
shared this idea
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52 votes
Hi everyone, thanks for the additional feedback we’ve received on this idea.
We understand that workpaper packs may sometimes need to be updated when the wrong financial year, dates, accounting method, template, or staff assignments are selected.
Earlier this year, we released the ability to edit pack settings, helping teams make these necessary changes without starting again. Template updates can also be applied to existing packs by refreshing them.
We recognise that there are cases where a pack may have been created for the wrong client or needs to be removed entirely. We’ll continue using your feedback to understand where deletion would provide the most valuable outcome, while also considering how we mgiht cater in the event a pack is accidentally deleted.
I’ll share any further updates here.
An error occurred while saving the comment Andy Chambers
supported this idea
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Hey Xero,
Just jumping in here. One of the main reasons was the issue with not being able to switch between cash or accrual once the WP's have been set up, but pretty sure that's been fixed now.
Otherwise we might have instances where we need a file fully locked down for security, i.e. a client related to a staffer. In the past, to be extra safe we delete the WP's so there isn't a chance for someone to view what they shouldn't.
Another one is where one of the team adds the incorrect financial year to the job WP's (set's up 2025 WP's when we're doing 2023 etc).
Happy for admin's only to be able to push delete's through.