Settings and activity
8 results found
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13 votes
Thanks for participating in the forum here and sharing how we could improve new workpapers further for your use, Adam. Our team are paying close attention to the ideas that are coming through here and we;'ll start to get a sense of others that'd find this flow useful here, too.
Christopher Sykes
supported this idea
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16 votes
Hi team, we appreciate your feedback as you get stuck in to trying our our new Workpapers. Our team have been monitoring feedback closely and I'd like to share that we're in the process of developing a GST Workpaper in our new solution. We'll be back to share once it's released. 😊
Christopher Sykes
supported this idea
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5 votes
Hi everyone, thanks for showing your support in this idea. Paying close attention to the feedback in this forum our product team have picked this up and are now working on improving the visibility of this button in the new solution. I'll be back to share as soon as I have more news 😁
Christopher Sykes
shared this idea
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28 votes
Thanks for raising this idea for us April, you continued contribution is greatly appreciated. This idea has been merged with another very similar idea from the New Workpapers beta forum so we can gauge correctly how this functionality would benefit. This will be assessed by our product team. 🕵️
Once they've reviewed the idea we'll share the outcome and update everyone, here.
An error occurred while saving the comment Christopher Sykes
supported this idea
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25 votes
An error occurred while saving the comment Christopher Sykes
commented
It would good if we could create workpapers for non Xero clients and clients that are not attached to our Adviser account, like could be done in the old workpapers. At the moment we can only create workpapers for Xero files attached to our Adviser account.
Christopher Sykes
supported this idea
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33 votes
Hi team, we wanted to return to share that this is something our team are picking up for closer consideration. For now we'll move to In discovery and I'll keep you informed of any news, here. 😊
Christopher Sykes
supported this idea
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79 votes
An error occurred while saving the comment Christopher Sykes
commented
This is extremly important when trying to export client for mail merge etc. Without it, it makes annual complian ce communication so much more time consuming that it should be.
Christopher Sykes
supported this idea
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16 votesChristopher Sykes
shared this idea
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It would be good to be able to add an excel/word file custom workpaper to Xero Workpapers. Attach a file so that it can be opened from the Xero workpapers