Workpapers - Option to add work papers to other workflows.
Consider adding workpapers for Inter-Entity Loan, Wages, Div 7A, TPAR, Super Payable, BAS, and GST to provide a more comprehensive set of templates for common compliance and review areas.
April Dayrit
shared this idea
Hi team, apologies we jumped the gun a touch on the idea here.
Like previously mentioned, right now you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience.
Currently our team are exploring how we might further enhance Workpapers with variations for tailored templates, and support direct importing of reports to improve the way data moves across your compliance steps. We'll share as we have more updates for you around this.
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Daniel van der Heyden
commented
It would be good to have the custom workpapers (favourite's in classic workpapers). We have a lot of custom workpapers in our workflow and this is stopping us from moving across tot he new workpapers.
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Owen Smith
commented
A chattel mortgage calculator like in the classic workpapers would be beneficial as well
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Christopher Sykes
commented
It would be good to be able to add an excel/word file custom workpaper to Xero Workpapers. Attach a file so that it can be opened from the Xero workpapers
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Michaella Smith
commented
made our own custom workpaper for BAS's that we complete each Qtr. ready to add to year end.
made our own custom workpaper for A workpaper that we attach our firm's Excel workpapers / excel GL that we can put notes on
made our own custom workpaper for Partner Review Notes