Workpapers - Notes
Workpapers - Notes
I (eventually) found how to export notes, but (1) when I export I would like to include the Account Name as well as the account code. Otherwise the queries would need to be worded with more detail in them.
(2) The format of the report could be improved - it already has "Client Query" as a heading, that doesn't need to be repeated on every single query.
(3) Also hoping these will be exportable to Xero Ask or some format that allows a response by the client to be attached to the specific query.
(4) Can we also have a choice not to have the front page. Just the client name once on each page is fine.
Vicki Carlisle
shared this idea
Hi team, thanks for letting us know how we could improve the exporting of Notes in Workpapers and your experience with this new solution.
We've made an update to how client queries export - These now export to text, so they can easily be sent outside of workpapers. 🙂
There's also another idea I'd recommend making sure you've supported on the ability to connect to Xero Ask and we'll keep you updated on any progress for. Thanks again!
