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4 results found

  1. Workpapers - Carry existing packs forward when creating new ones

    11 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Nicole Stafford supported this idea  · 

  2. Workpapers - Roll forward to the next years workpapers

    94 votes

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    6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    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.

    Nicole Stafford supported this idea  · 

  3. Workpapers - Ability to copy a pack

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Nicole Stafford supported this idea  · 

  4. User Roles: Workpapers - Ability to give 'read only' access

    18 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Nicole Stafford commented  · 

    Agreed - yes please there is no current work-around. We also have staff that need to view workpaper files that are not part of our prep and review team,

    Nicole Stafford supported this idea  ·