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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.
Your insights are essential for shaping the future of this solution. When submitting your ideas, please be as detailed as possible and always include your region. Tell us specifically what impact your suggestion would have on your practice and how it would improve your workflow.

New Xero Workpapers

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How could Xero improve the new Xero Workpapers solution?

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2 results found

  1. when you open an attachment it should auto open on other screen

    Most accountants use multiple screens some when reviewing workpapers is would be more ideal for any attachments to open on the other screen otherwise the attachment is always in the way of the workpaper.

    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. 🙂

  2. approve individual expense workpapers

    It is difficult to do a second review on a job as your can not approve individual expense balances and workpapers. Also if you approve a workpaper you don't know if it has changed as the status doesn't update automatically. There needs to be an approval tick box for each attachment and each line of the workpaper to show that parts been reviewed.

    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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