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95 votes
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.
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Allison Scholar
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6 votesAllison Scholar
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11 votesAllison Scholar
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7 votesAllison Scholar
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30 votesAllison Scholar
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15 votesAllison Scholar
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24 votesAllison Scholar
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7 votesAllison Scholar
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37 votesAllison Scholar
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210 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Allison Scholar
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350 votesAllison Scholar
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275 votesAllison Scholar
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An error occurred while saving the comment Allison Scholar
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100% agree on this - recent reports made available in Xero Blue would be amazing to include in report packs. I have a client who requires the actuals and budget monthly comparison report monthly to provide to his finance committee, and I have to manually export them each month to create a pack of my own.
Seems like such a simple thing but could be really useful!
How is this not a thing on the radar to complete yet?
I feel like it'll be more time saving to go back to my excel workpapers rather than having to re-create the balance sheet workpapers each year.
Xero workpapers seems like a good idea in theory but the execution leaves a lot to be desired