Settings and activity
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8 votes
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Rebecca White
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107 votesRebecca White
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9 votesRebecca White
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19 votesRebecca White
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29 votes
An error occurred while saving the comment Rebecca White
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I cannot work out why this wouldn't be a standard workpaper by now? We do it for almost EVERY trading entity.
Rebecca White
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45 votesRebecca White
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22 votes
An error occurred while saving the comment Rebecca White
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I firmly agree - you should be able to review all workpapers for a group in one area. Not have to view some in Xero Workpapers, and the others in excel or pdf docs. It's incredibly inefficient to not be able to just drag and drop a relevant pdf into a ffile note section
Rebecca White
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162 votes
Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.
Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.
The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.
We'll post an update as soon as we have any news to share.
Rebecca White
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15 votesRebecca White
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8 votesRebecca White
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40 votesRebecca White
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17 votesRebecca White
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120 votesRebecca White
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When setting up and adding workpaper packs, the roles assigned as Manager, Partner and Practice Admin can Add/View a Workpaper Pack for our Firm Financial File. These 3 types of users are rarely the owner or director of a firm. The only way to keep firm data protected is to have the director managing settings, adding workpaper packs and assigning the workpapers. This does not happen in practices. It is very rare the owner is setting up workpaper files. Why is there no option to directly lock the Tax and Workpapers of the firm? Seems far out of touch and creates a huge waste of time for the owner to be doing this kind of work when there's new jobs to be added.