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9 results found

  1. Workpapers: Notify when Review is Complete

    29 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Prakash Jariwala supported this idea  · 

  2. Xero Workpapers - Link to Prior Year (Archived) Workpaper Pack

    12 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Prakash Jariwala supported this idea  · 

  3. Workpapers for Individual Tax Returns

    11 votes

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    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Prakash Jariwala supported this idea  · 

  4. Workpapers - Integrate with the Xero trial balance

    88 votes

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    submitted  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Prakash Jariwala supported this idea  · 

  5. Workpapers - Roll forward to the next years workpapers

    105 votes

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    7 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.

    Prakash Jariwala supported this idea  · 

  6. Workpapers - Ability to copy a pack

    9 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Prakash Jariwala supported this idea  · 

  7. Workpapers - Customised by Entity type

    42 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Prakash Jariwala supported this idea  · 

  8. Xero Workpapers | Customise Workpaper Status

    3 votes

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    0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Prakash Jariwala supported this idea  · 

  9. Workpapers - Ability to reorder/rearrange accounts (lines) on a workpaper

    8 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Prakash Jariwala commented  · 

    In 2025, there must be a simple solution to list the NL in "code" order! This will allow the user to arrange the code in the order in which it will appear on the WP sections, irrespective of the name of the NL. Seems like a no-brainer.

    Prakash Jariwala supported this idea  ·