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How could Xero improve the new Xero Workpapers solution?

New Xero Workpapers beta

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Workpapers - Manual Journal show full history of edits

The system currently does not display who posted the journal in either XWP or Xero (specific user).

Updates made to journals in Xero are not reflected in the XWP Manual Journal Summary.

Additionally, XWP only allows journals to be voided—there is no option to delete them.

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This idea was split into a new idea: Workpapers - Option to delete Manual Journal
April Dayrit shared this idea  ·   ·  Report…  ·  Admin →
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In discovery  ·  AdminDavina Roper (Admin, Xero) responded  · 

Thanks for your feedback around this functionality in the new Workpapers experience, we really appreciate the time taken to add your thoughts. Your idea is now being assessed by our product team. 🕵️

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

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  • April Dayrit commented  ·   ·  Report

    The History or Audit Trail currently only shows the latest update. It does not include timestamps or user details indicating when a file was attached, who attached it, or other activity logs. Including this information would improve transparency and tracking of changes.