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For accountants & bookkeepers

For accountants & bookkeepers

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  1. 4 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  2. Ability to move negative comparatives into a different lead schedule.

    Purpose: To make the lead schedules consistent with the layout of the accounts.

    6 votes

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  3. Ability to copy transactions directly across from a Xero org to Workpapers

    Purpose: Save time and manual steps involved in having to download and re-upload individually

    16 votes

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  4. Ability to roll forward balance sheet items and permanent documents when finishing a set of workpapers

    Purpose: to reduce time spent recreating them in future years

    93 votes

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    6 comments  ·  Workpapers  ·  Admin →
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    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

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