Workpapers - Notes
Workpapers - Notes
I (eventually) found how to export notes, but (1) when I export I would like to include the Account Name as well as the account code. Otherwise the queries would need to be worded with more detail in them.
(2) The format of the report could be improved - it already has "Client Query" as a heading, that doesn't need to be repeated on every single query.
(3) Also hoping these will be exportable to Xero Ask or some format that allows a response by the client to be attached to the specific query.
(4) Can we also have a choice not to have the front page. Just the client name once on each page is fine.
Vicki Carlisle
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