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New Xero Workpapers

Welcome to the new Xero Workpapers forum! This is the place for partners to share their experience and feedback.
Your insights are essential for shaping the future of this solution. When submitting your ideas, please be as detailed as possible and always include your region. Tell us specifically what impact your suggestion would have on your practice and how it would improve your workflow.

New Xero Workpapers

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How could Xero improve the new Xero Workpapers solution?

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41 results found

  1. Workpapers - Status per Account for reveiw

    Preparers cannot flag status per account — status applies to the whole category. While notes can be added per account, it’s not easy to see which are ready for review and which ones are with queries.

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    In discovery  ·  AdminDavina Roper (Admin, Xero) responded

    Hey April, thanks for raising this idea as well, your continued commitment to bringing these points to us are always appreciated. This will be assessed by our product team. 🕵️

    Once they've reviewed the idea we'll share the outcome and update everyone, here.

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