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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.
When sharing your ideas, please be as detailed as possible. Tell us about the impact your suggestion would have on your practice and how it would improve your workflow.

New Xero Workpapers beta

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How could Xero improve the new Xero Workpapers solution?

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2 results found

  1. Workpapers - Directly attach reports from Xero blue

    It would be great it we could select a report from Xero Blue and attach it to a workpaper - eg. Aged Receivables Summary Report to Accounts Receivable. Currently you have to export the report and link. It would save time if you could directly link the report (preferably as a static PDF or to the spreadsheet section?

    17 votes

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

    Hi team, we wanted to return to share that this is something our team are picking up for closer consideration. For now we'll move to In discovery and I'll keep you informed of any news, here. 😊

  2. Working Trial Balance - Hotlinks to Xero reports

    Can we have 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"

    8 votes

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

    Hi team, appreciate the interest in links and hotlinks for workpapers. This idea has been split from the original so that we can track interest in hotlinks specifically through this idea and share any updates.

    This is currently a feature that our product team are considering and we will move the idea to In discovery. We will share any further news of this, here.

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