Skip to content
← Share and support customer ideas for Xero

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

Categories

How could Xero improve the new Xero Workpapers solution?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1 result found

  1. Workpaper Due Date

    The ability to change the workpaper due date. Maybe even add in a start date?

    At present the due dates are added when you set up the workpaper and you can't adjust them.
    Ideally the due date will be XX weeks after you start the pack, which would hopefully be when you have enough information to start. When you can't change it means no one can set up the workpapers in advance.
    At the moment that column is useless

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

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

    Hi Gillian 👋 pleased to share that this is already possible. You can edit the due date of a workpaper pack by opening it and clicking the 3 dots in the top right of the page. From here select 'Workpaper pack settings' where you'll be able to edit the due date and save.

    This should help in your practices workflows and being able to set up packs in advance. 😁

  • Don't see your idea?