Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Generate workpapers for the Practice Entity - link Practice org. to 'client'

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    We appreciate you highlighting the changes that are most important to you. Your idea has been reviewed and is now live for community voting. We encourage you to share the link with colleagues who might benefit so they can cast their vote as well. Other users can now also add comments to explain how this feature would enhance their Xero experience.

    An error occurred while saving the comment
    Adam Ting commented  · 

    I support Bec's view that practice has to have access to workpapers, for his own practice as well.
    In my case, I'm under supervision program meaning I need to create workpapers in order my supervisor can check all the relevant documents for compliance & training purpose. It's fundamentally incorrect that we can create workpapers for client except our own practice.