How can I change the order in which Categories or Category Options such as Year, display in the drawer and Filter Drawer?
When deleting a Cabinet, why do I get a message about documents, users and clients assigned to the Cabinet?
Is there security available to limit staff access to a specific client, other than through user groups?
Can access to FYI be IP locked to stop documents being downloaded onto non company computers?
Can I move a Category to a different Cabinet?

Can access to FYI be IP locked to stop documents being downloaded onto non company computers?

Jeanille Fin

February 26, 2021 11:52
Updated

We do not have the function of blocking non-corporate computers having access to FYI.
This would be the same however for Xero Practice Manager as well as it's accessible anywhere, anytime.
We do have an audit trial for documents so you can check who is accessing what documents.

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