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For accountants & bookkeepers: Workpapers

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Workpapers - Prepare on Cash basis

Ability to prepare workpapers on a cash basis is critical to be able to line up with xero reports prepared under Tier 4 cash reporting framework.

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Natasha Smith shared this idea  ·   ·  Report…  ·  Admin →
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  • Tina Owolabi commented  ·   ·  Report

    This would save so much time if workpapers would import on a cash basis to match the BAS reporting basis.

  • Tony Meehan commented  ·   ·  Report

    It would be helpful to have the ability to import cash-basis figures into Workpapers, for clients who report on this basis. Even if there were an option to import a cash trial balance from Xero manually, it would be an improvement.

  • Greg Caudell commented  ·   ·  Report

    Workpapers would be so useful if they could match the client's reporting method/preference.