Workpapers - Ability to navigate to other workpapers
Instead of having to go back to the main overview and then select the workpaper, it would be good to be able to have a drop down to select a workpaper as well as the forward and back buttons.
Susan Davies
shared this idea
Hi everyone, thanks for your feedback and voting for this idea. We appreciate how returning to the workpaper list to open another workpaper interrupted your workflow, and slowed you down.
We’re pleased to share that we've just released an improvement to solve this.
From an open workpaper, there's now a drop down where you can select and move directly to another workpaper in the pack, without returning to the overview. You can also continue to use the previous and next controls, with worksheets marked as not applicable skipped as you move through the pack.
Thanks again for sharing to help us improve Workpapers.
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Trudi Ballantyne
commented
The forward and back buttons need attention - they are going through the workpapers that aren't relevant to the particular job - so the workpaper is shaded out on the front page - but are still included in the forward & back arrows.
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Shannon Patterson
commented
Yes, please increase the crosslinks between the areas and workpapers (see screenshot)
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Sam Gray
commented
In original Workpapers, if a workpaper was inactive/NA when I clicked Prev or Next workpaper buttons, it would go to the next Active workpaper (and skip inactive).
It needs to do that.
Who at BGL tried Xero Workpapers and thought, wow, I'm going to make it so that users have to keep clicking next next next and go through all of the NA Not Applicable workpapers. Lol.
Less clicks, not more!
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Sam Gray
commented
In original Workpapers, it was one click (uncheck workpaper) to show workpaper was Not Applicable. Now it is 5 clicks. Seriously. Why does Xero (and their mates at BGL) like making things a million clicks?
