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3 votes
Hi community, we’re excited to announce that we're rolling out a new Workpapers solution. Considering the ideas raised for Workpapers in these forums our product team have done their best wrap many key requests into new Xero Workpapers!
As highlighted in this idea, within the new solution there are customisable checklists and workflows, including check boxes designed to give you a clear and simple way to track and manage your review and sign-off processes. Our goal is to streamline your compliance workflows and reduce the need for manual tracking.
We're releasing this in stages, starting with early access in Australia, with a progressive rollout to follow. I'll share more as this lands with everyone through this idea.
Katy Lloyd
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5 votesKaty Lloyd
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497 votes
An error occurred while saving the comment Katy Lloyd
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96 votesKaty Lloyd
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121 votesKaty Lloyd
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297 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Katy Lloyd
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An error occurred while saving the comment Katy Lloyd
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When is this available in the UK please?
The ability to hold purchase or sales invoices in the system would be great. We have a large client who needs to hold specific invoices as they are expecting a credit note but there is no functionality within Xero for this.