Workpapers - Delete / Reset workpaper
it seems that it is not possible to delete or reset a workpaper. For example, I created a workpaper pack for a reacl client to test. I since updated the templates, and want to reset/delete/recreate the workpaper so its i the updated format. I've messaged Xero support and they have advised this isn't possible. This means I'm not stuck and cant use this workpaper for this client. They suggested I leave a comment here.
Gareth Stead
shared this idea
Hi everyone, thanks for the additional feedback we’ve received on this idea.
We understand that workpaper packs may sometimes need to be updated when the wrong financial year, dates, accounting method, template, or staff assignments are selected.
Earlier this year, we released the ability to edit pack settings, helping teams make these necessary changes without starting again. Template updates can also be applied to existing packs by refreshing them.
We recognise that there are cases where a pack may have been created for the wrong client or needs to be removed entirely. We’ll continue using your feedback to understand where deletion would provide the most valuable outcome, while also considering how we mgiht cater in the event a pack is accidentally deleted.
I’ll share any further updates here.
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Marissa Mestros
commented
People make mistakes and therefore deletion of incorrect workpaper packs is a pretty important feature to maintain the database of working files.
Examples of needing to delete packs include when files are opened for the incorrect client (multiple entities in the group with similar names/xero files, not all entities in the group requiring a workpaper pack, etc) as well as plenty of other small mistakes in the file's set up (due date, etc) means we need to be able to delete the workpaper pack and re-create it if required.
This should be a pretty standard feature... if you can create it, you should be able to also delete it.
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Bianca Masciulli
commented
Where workpaper packs are created by staff for Xero files they only have limited access to, you need to be able to quickly delete the workpaper pack. There is now a workaround to limit staff access, but if this is missed and workpaper packs can be created, we need to be able to remove them quickly. Maybe this could be an admin only function?
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Andy Chambers
commented
Hey Xero,
Just jumping in here. One of the main reasons was the issue with not being able to switch between cash or accrual once the WP's have been set up, but pretty sure that's been fixed now.
Otherwise we might have instances where we need a file fully locked down for security, i.e. a client related to a staffer. In the past, to be extra safe we delete the WP's so there isn't a chance for someone to view what they shouldn't.
Another one is where one of the team adds the incorrect financial year to the job WP's (set's up 2025 WP's when we're doing 2023 etc).
Happy for admin's only to be able to push delete's through.