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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. Rollover manual journals - option to rollover

    Hi

    Thank you for implementing the ability to rollover. I can see the extra column notifying where it is an option. I haven't however, been able to work out how to set a journal to rollover. I'm looking for a tick box or something similar in the journal or once the journal has been posted and I can't seem to find it. Where would the option be located?

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    0 comments  ·  Admin →
    Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Bradley, once a manual journal's been drafted, you can roll it forward to the next period by selecting the Roll forward toggle from the Manual journals tab. We have some help on this in Xero Central that may be useful here, too. 😊

    If you need an extra hand at all, just raise a case with our specialists through the Contact Support option in the top right of the page from Xero Central.

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