New Workpapers - Hide 'N/A - not applicable' workpapers or be able to change the workpaper code to custom sort
A function whereby we can either toggle hide/unhide on workpapers that are 'N/A - not applicable' would be very useful. Or at least the ability to amend the workpaper codes so 'N/A - not applicable' workpapers can be custom sorted to the bottom of the pack, out of the way
Huw Young
shared this idea
Hi team, thanks for your feedback on new Workpapers here. Over the last few months we've released a few changes to help hide or minimise N/A Workpapers:
- When moving between worksheets N/A ones are automatically skipped
- We've updated the colour tag status across new Workpapers and Not applicable is now grey to further minimise these
- Admin are able to change the Workpaper code at practice level, which will change the order in which these appear
We appreciate hearing how this could helpin your use of Workpapers. Please keep sharing further improvements that you'd find useful through Xero Product Ideas. 🙂
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Alex Jenner
commented
One concern we have found is that anyone can make a Worksheet N/A - not applicable even if there are figures in there!
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Shannon Patterson
commented
Yes, please skip the N/A workpapers when using the "Next" arrows
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Book Keeper
commented
If a WP marked as "Not Applicable", it should be skipped. Once we click on the button for next wp, the wp which is "Not Applicable" for the particular job, should be skipped & system should take us to the next wp.