Workpapers - Ability to create a journal from within a specific workpaper
It would be very handy to have an option to draft a journal from within a specific workpaper. For example, the client has a number of investments and a slight out of balance. Instead of navigating to the separate Manual Journals or the main workpapers page (to add from the dropdown), it would be handy to have the link within the workpaper.
Bradley Taylor
shared this idea
Hi team, thanks for sharing on your experience with Xero's new Workpapers through this forum. We'd like to update you that our product team are currently developing the ability to create and view journals within specific workpapers.
I will keep you informed of further updates for this, here. 😊
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Bradley Taylor
commented
Further to the ability to create a journal within a workpaper, it would also be important to see any unposted adjustments (that you can see on the working trial balance) in the specific workpaper as well.