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  1. 131 votes

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    Paul Snyman commented  · 

    This would be a great feature to have, in order to minimise manual input and reduce transposition errors.

    Paul Snyman supported this idea  · 
  2. 68 votes

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    Paul Snyman supported this idea  · 
  3. 34 votes

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    Paul Snyman supported this idea  · 
  4. 18 votes

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    Paul Snyman supported this idea  · 
  5. 18 votes

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    Paul Snyman supported this idea  · 
  6. 39 votes

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  7. 95 votes

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    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.

    Paul Snyman supported this idea  · 
  8. 150 votes

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    Paul Snyman supported this idea  · 
  9. 33 votes

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    Paul Snyman supported this idea  · 
  10. 14 votes

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    Paul Snyman supported this idea  · 
  11. 85 votes

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    Paul Snyman supported this idea  · 
  12. 68 votes

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  13. 35 votes

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  14. 80 votes

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    Paul Snyman supported this idea  · 
  15. 34 votes

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    Paul Snyman supported this idea  · 
  16. 28 votes

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  17. 12 votes

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    Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.

    A couple of pointers to note, are;

    • ensure you have the Edit report templates permission, then
    • add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.

    We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.

    Paul Snyman supported this idea  · 
  18. 102 votes

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    Paul Snyman supported this idea  · 
  19. 28 votes

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    Paul Snyman supported this idea  · 
  20. 5 votes

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    Paul Snyman supported this idea  ·