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New Xero Workpapers

Welcome to the new Xero Workpapers forum! This is the place for partners to share their experience and feedback.
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New Xero Workpapers

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How could Xero improve the new Xero Workpapers solution?

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  1. Refreshing the data causing more work

    We need the ability to be able to see which accounts have changed when we refresh the data as the work flow at the moment makes it more cumbersome for example:

    • preparer drafts manual journals > marks as ready for review
    • reviewer reviews and says everything looks good ok to post manual journals
    • preparer posts manual journals and updates the status of everything to ready to review as they go and then when they refresh everything goes back to rework required
    1 vote

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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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