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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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41 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?

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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. 😊

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