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9 results found

  1. Document Packs - Import into Workpapers

    17 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Chris Luphahla supported this idea  · 

  2. Workpapers - Highlight accounts that need attention

    28 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Chris Luphahla supported this idea  · 

  3. Xero Workpapers - Being able to group entities into one client folder for related entities

    35 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Chris Luphahla supported this idea  · 

  4. Workpapers: Notify when Review is Complete

    30 votes

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    In development  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Chris Luphahla supported this idea  · 

  5. Workpapers - Customised by Entity type

    44 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Chris Luphahla supported this idea  · 

  6. Practice Manager - Link Jobs to Workpapers

    18 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Chris Luphahla supported this idea  · 

  7. Workpapers - Ability to add more users

    70 votes

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    In development  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Chris Luphahla supported this idea  · 

  8. Workpapers - Ability to use Custom Excel Templates

    162 votes

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    3 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

    Chris Luphahla supported this idea  · 

  9. Practice Manager | New Client - Option to add Staff

    41 votes

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    7 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Chris Luphahla commented  · 

    Critical