New Xero Workpapers - Delete and modify period of Workpapers created in error
I created a new Workpapers and selected the financial year (eg. 1 Aug 2024 to 31 Jul 2025) during creation, but after creation completes the wrong period shows (31 Jul 2024 to 30 Jul 2025). First - There should be a way to change the financial period after creating? Second - Should be able delete the workpaper if created in error. Admin rights restriction should be applied to both.
Kirk Jeske
shared this idea
Sorry to hear the troubles you're running into here, Kirk. It sounds like some thing isn't working as you'd expect it to, please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Anthony Mondia
commented
I should add that this makes it completely confusing as to what data is actually pulled for the workpapers. We are unable to continue with beta testing because we don't have confidence in what the data's date range is.