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How could Xero improve the new Xero Workpapers solution?

New Xero Workpapers

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New Workpapers - Export to a ZIP file

The export produces a single PDF. It would be preferable if the export could instead provide a ZIP file containing the individual documents.

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April Dayrit shared this idea  ·   ·  Report…  ·  Admin →
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In discovery  ·  AdminDavina Roper (Admin, Xero) responded  · 

Hi April, thanks for bringing this idea to our attention. Again your contributions are greatly appreciated in this process. Your idea is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here, once they've reviewed the idea.

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  • Shannon Patterson commented  ·   ·  Report

    Yes please!! This is a crucial quality control/ workflow for us where we review the WP pack, then export the approved docs for signing. This also serves as a standalone backup (with the workpapers and supporting docs in one place) if we ever need to check in future years

    Currently, we only have the option to export a MASSIVE single PDF...or the attachments without any folder structure.