Client queries - Uploading to specific line item
Xero workpaper functionality that allows clients to submit their query responses against a specific line item, rather than the paper tab. Currently, it is difficult to determine which account the supporting document is for.
21
votes
[Deleted User]
shared this idea
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Michael Canvin
commented
Yes, I agree that this would be great functionality. However. the functionality would need to be streamlined to ensure that it was not too onerous for the client (i.e. how queries can be viewed, how queries are marked as complete, ability to attach files, ability to copy and paste responses, etc.).
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Becky Wang
commented
If the client could submit supporting document to the right account, it will save us time searching documents in FYI. The only concern is we need to download docs from Xero workpaper and upload to FYI