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How could Xero improve the new Xero Workpapers solution?

New Xero Workpapers

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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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Corinne Deighton shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for sharing your support and feedback on how Workpapers would be more useful in your practice. We’re pleased to share that this capability is now available in Xero’s new Workpapers solution.

In the new Workpapers product, practices can manually attach available Xero reports to an account line or workpaper. You'll also be able to manually “Refresh” reports in Workpapers.

Furthermore, with Xero Workpapers Plus, you can configure report mappings in Settings, so mapped reports are automatically attached when packs are generated!

Not every Xero report is available yet, but the list will continue to grow.

Find out more detail in Xero Central. 😁

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  • Vicki Carlisle commented  ·   ·  Report

    Workpapers - generate and attach the appropriate report automatically
    In the BGL SMSF product the standard reports are automatically generated when workpapers are created/refreshed, can we have this in Xero too please.

  • Corinne Deighton commented  ·   ·  Report

    please remove the apostrophe in Idea's in your standard paragraph !!!!!