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  1. Workpapers - Roll forward to the next years workpapers

    95 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.

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    Lachlan Goffage commented  · 

    Hi,

    We also wish to see an automatic roll forward of permanent documents to future returns, if the future workpaper pack has already been created.

    If Xero could enable its permanent workpapers in each workpaper pack to sync to all of the clients permanent folders in succeeding workpaper packs, that would be great!