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163 votes
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.
Jasmine Bishop
supported this idea
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63 votes
Hi everyone, thanks for sharing your feedback on this idea 🙂
We can see the value in this, managing inter-entity loans more easily across entities in Workpapers, especially where you’re trying to match balances and reduce manual cross-checking. We’re moving this idea to Gaining Support so others can vote and add their use cases too. The more detail you can share about how you’d use this in practice, the easier it is for our team to understand the impact and prioritise future improvements.
This is something that’s on our radar, but we don’t have a timeframe to share right now. We’ll continue to monitor the feedback here and will update this thread if there’s more to share.
Jasmine Bishop
supported this idea
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Hi Adam,
I had a similar idea, the ATO reports W2 figures in a report (and PAYGI if you look) we should be able to export this and import into Xero Workpapers (wether CSV or PDF) so we don't have to manually type these out.
If someone was also smart, they would request with the ATO (as they already have the information) the ability to build a report that shows all these items in order for us to export as a CSV file and import into xero workpapers.