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85 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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30 votesAllison Scholar
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165 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