Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Workpapers - Roll forward to the next years workpapers

    95 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Samuel Lawrence commented  · 

    I fully agree, there should be the ability to roll forward Xero WPs...just a feature that you can click on the client and see all quarters/months/years of WPs. This would be so helpful.

    Samuel Lawrence supported this idea  ·