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  1. New Workpapers - Create our own workpaper

    74 votes

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    under review  ·  12 comments  ·  New Xero Workpapers  ·  Admin →
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    Denise Ingle commented  · 

    I agree with all comments. Flexibility of classis workpapers is what made it so good to use. Essential to have that flexibility with new workpapers

    Denise Ingle supported this idea  · 

  2. Workpapers - Option to add work papers to other workflows.

    94 votes

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    5 comments  ·  New Xero Workpapers  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, apologies we jumped the gun a touch on the idea here.

    Like previously mentioned, right now you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience.

    Currently our team are exploring how we might further enhance Workpapers with variations for tailored templates, and support direct importing of reports to improve the way data moves across your compliance steps. We'll share as we have more updates for you around this.

    Denise Ingle supported this idea  · 

  3. Report Templates | Copy - Client to practice, or client to client

    67 votes

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    25 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!

    As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.

    While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.

    Denise Ingle supported this idea  ·