Working Trial Balance - Hotlinks to Xero reports
Can we have a "Xero Hotlink" next to each account (similar to old Wp's) - The reason why is that the reviewer does not want to spend much time reviewing, this would help speed the process & for Processors we can see what is within the account, not just the "adjustment"
Michaella Smith
shared this idea
Hi everyone, thank you for your input and interest in this idea. We've released an update so now from the Working trial balance view you'll see an icon on the far right of the table next to each account where you can go directly to the report. 😊
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Michaella Smith
commented
Can we have the pdf link next to each account code and a button next to it for the reviewer on the working trial balance page.
Currently reviewer has to click too many times to sign off that they are spending as much time as processor.Reviewer needs this to be simple and quick.
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Michaella Smith
commented
Can you please clarify if this is considered part of the current work or not relevant and therefore not going to be done?