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New Xero Workpapers

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New Xero Workpapers

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How could Xero improve the new Xero Workpapers solution?

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  1. Potential Balance Conflict

    I love that Xero tries to extract the balance from the workpaper attached and compares it to the value in Xero but it doesn't work properly.
    I have a director loan liability in the trial balance of $1,529.52. In workpapers it shows as ($1,529.52) as its a liability.
    I have attached the Account Transactions report from Xero which confirms the balance. However, the report does not show the balance as a negative/credit. It just shows the balance as $1,529.52.
    As a result workpapers thinks its out of balance because it's expecting a negative balance. It then gives me an incorrect…

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    0 comments  ·  Workpapers Plus  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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