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5 results found

  1. Generate workpapers for the Practice Entity - link Practice org. to 'client'

    2 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Brooke Plichta supported this idea  · 

  2. Report Templates include a Signature

    54 votes

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    submitted  ·  8 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Brooke Plichta supported this idea  · 

  3. Workpapers - Export & print linked files

    11 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Brooke Plichta commented  · 

    I am surprised this is not already a feature. What is the point of having the doclink function if they don't attach when you backup the workpapers?

    Brooke Plichta supported this idea  · 

  4. Workpapers - Rearrange support documents in workpaper

    84 votes

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    In development  ·  1 comment  ·  Practice tools  ·  Admin →
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    Brooke Plichta supported this idea  · 

  5. Workpapers - Ability to add a note function to each account

    54 votes

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    In development  ·  3 comments  ·  Practice tools  ·  Admin →
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    Brooke Plichta supported this idea  ·