New Workpapers - Send Client Queries
We need to be able to send the Client Queries to a client.
The old Xero Workpapers allowed us to send a notification to a client's email, and the client would answer the queries and upload their documents which would be automatically imported into the old Xero Workpapers.
Barclay Judge
shared this idea
Hey Everyone! Thanks for the feedback on the New Workpapers experience. Xero Ask is available on the Classic Workpapers but as yet not available in the new Workpapers experience. We've reviewed your idea and moved it to Gaining Support and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Trudy Kinghan
commented
This is absolutely Critical. without it the new version will not be used.
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Kirsten Russell
commented
To be able to streamline processing & prep of EOY reports, being able to send client queries directly, either prior to starting the job, or even as they come up would be super beneficial - otherwise why have client queries even there??
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Chris Reed
commented
Agree. Without this feature we cannot move over to the new workpapers. Is this an oversight?- to have the ability to create queries but not function to send them or collect responses.
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Joe Tiddy
commented
You say that "Xero Ask is available on the Classic Workpapers". At least in NZ, this is definitely not true. The queries sent from Workpapers are similar to Xero Ask, but definitely a different experience for the client.
We have had much more success with Xero Ask. It seems to be a lot more user friendly. It seems crazy that we have to copy/paste all of these queries