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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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101 results found

  1. Workpapers - Add Related Account filter to Account Transactions

    Add Related Account for Xero Work Papers so you can create or set specific Xero Account Transactions so that you can work with related account work papers. You could then sort, filter, and group transactions by Related Accounts based on date ranges. This would mean Xero Work Papers is the place to easily review and assess the accuracy of the other side of transactions and quickly see issues. It also means you can report on a Bank Account's Debits and Credits, grouped by Related Account Number. And then, on demand, click the related account in Xero and investigate/review it. This…

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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing her, Brett.

    As we continue to make improvements to new Workpapers bringing transactional Data into Xero Workpapers is something we have our sights on.

    I'll keep you updated on development for this here.

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