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9 results found
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4 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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6 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Christopher Sykes
supported this idea
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Christopher Sykes
shared this idea
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9 votes
Hi team, thanks for sharing on your experience with Xero's new Workpapers through this forum. We'd like to update you that our product team are currently developing the ability to create and view journals within specific workpapers.
I will keep you informed of further updates for this, here. 😊
Christopher Sykes
supported this idea
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12 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment Christopher Sykes
supported this idea
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7 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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17 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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76 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