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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.

    David Lennon supported this idea  · 

  2. Practice Manager - Relationship Type

    90 votes

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    submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    David Lennon supported this idea  · 
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    David Lennon commented  · 

    Can this be made a priority? Would like to see ex-spouse added to the list too. For a number of clients we still represent both husband and wife, although divorced. We don't want a staff member to make an assumption based on surname, or a prior yr return when they were together. How are firms tackling this in the interim?