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4 results found

  1. Workpapers - Roll forward to the next years workpapers

    95 votes

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    6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

  2. Xero Workpapers - Integrate with Xero Files

    16 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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  3. Workpapers - Integration of bank statement request portal

    105 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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  4. Provide a function to mark clients as favourites

    19 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Joanne McDonald supported this idea  · 
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    Joanne McDonald commented  · 

    Great idea, it would save us time.