New Workpapers - Create our own workpaper
The ability to create and edit our own workpaper to add to the pack (like what we could do in the old workpapers)
Chris Reed
shared this idea
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Alison Hogg
commented
Need to create our own workpapers for things like Quality Assurance and NZ companies office which don't sync through to Xero but need to be completed as part of the job process.
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Kellie Parsons
commented
100% Agree with all previous comments here. New Workpapers look nice, but are simply not practical for my practice until this is an option.
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Chris Reed
commented
New workpapers is unusable without this feature. Also, there is no ability to send queries to the client - which makes it even more unusable. We will not spend any more time looking at this, or could not even contemplate using this in our practice without both of these features.
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Leaine Jones
commented
I agree. I have done this extensively in the classic workpapers to fit our workflows.
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Matthew Spears
commented
As per Fancisca's comment, without this functionality the new Workpapers feels largely unusable.
There are a lot of aspects which we have custom templates set up for in the Classic Workpapers which in the new system, we would need to spend time doing manually elsewhere and would need to attach into the notes section. This isn't ideal and the extra time spent doing that defeats the object of the Workpapers in the first place.
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Francisca Dale
commented
This functionality is really important. It makes your product to ridged without it.
This needs to be available in the individual workpaper as well as the Practice templates.