Workpapers - Refresh data button from within individual workpapers.
Currently we can refresh workpapers from the workpapers, working trial balance, manual journals and settings screen, but when we open a specific workpaper that button is no longer available. Can we have this when working in a specific workpaper. This will save us having to click back when we are making adjustments
McWhirter & Leong
shared this idea
Hi everyone, we appreciate the support this idea is gaining, and understand the use in being able to refresh individual workpapers.
This is something we have intentions of developing out but don't have a timeframe on this just yet. I'll be sure to update you here as soon as there's progress. 🙂
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Sam Gray
commented
Kelly's response suggests a misunderstanding of the request.
It's NOT about refreshing individual workpapers.
It IS about having a refresh button (which refreshes all workpapers at once), available within every workpaper (as already exists in classic workpapers!)
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Anne Framo
commented
Always keep it visible in all workpaper items (like in the classic workpapers) so that we won't go back to main workpaper to refresh.
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Matty Matias
commented
Moving from Classic Workpapers to the new one made some UX components harder to do, such as refreshing data, one needs to go in index page to refresh now.
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Sam Gray
commented
When I am in a workpaper and update the Xero file and want to refresh Workpapers so I can confirm it's updated... I can't.
This is crazy.
The button (Refresh from Xero) was there in original Workpapers. Why has it been removed?
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Steven Cuffe
commented
Would be great if there was a second "Refresh from Xero" button in Xero Workpapers when preparing the workpaper pack. Idea being that the button stays constant as you scroll down the page with a large volume of accounts. This saves having to scroll back up the top of the page and scroll back to the account you were working on.