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  1. Workpapers - Option to add work papers to other workflows.

    49 votes

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    4 comments  ·  New Xero Workpapers  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, apologies we jumped the gun a touch on the idea here.

    Like previously mentioned, right now you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience.

    Currently our team are exploring how we might further enhance Workpapers with variations for tailored templates, and support direct importing of reports to improve the way data moves across your compliance steps. We'll share as we have more updates for you around this.

    Nick Tsoulakis supported this idea  · 

  2. Working Trial Balance - Hotlinks to Xero reports

    18 votes

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    2 comments  ·  New Xero Workpapers  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate the interest in links and hotlinks for workpapers. This idea has been split from the original so that we can track interest in hotlinks specifically through this idea and share any updates.

    This is currently a feature that our product team are considering and we will move the idea to In discovery. We will share any further news of this, here.