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New Xero Workpapers beta

Welcome to the Xero Workpapers beta forum! This space is exclusively for beta participants to share your experience and feedback on our new Workpapers solution.
Your insights are essential and will directly influence its development before general release. We’ll be here to listen and respond to what’s working well, what’s not, and what you’d like to see changed.
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New Xero Workpapers beta

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How could Xero improve the new Xero Workpapers solution?

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  1. Working Trial Balance - Links

    Can we have a link to "workpapers" & a "Xero Hotlink" next to each account (similar to old Wp's) - The reason why is that the reviewer does not want to spend much time reviewing, this would help speed the process & for Processors we can see what is within the account, not just the "adjustment"

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    1 comment  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback on our new Workpapers solution, here! We appreciate hearing the improvements that'd help make these even better for you.

    Our teams are paying close attention to the feedback we're receiving on this and I'd like to share that they are working on links to the workpapers now.

    'Hotlinks' is something they'll keep considering isn't part of the current work they are doing.

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