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  1. New Workpapers - Carry over schedules from old xero workpapers

    28 votes

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    1 comment  ·  New Xero Workpapers  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest this idea is receiving and while we don't have immediate plans are watching the feedback around Workpapers that we're receiving through the forum here closely, to help inform the roadmap.

    I'll be sure to update you if there's any progress. In the meantime make sure to share this idea wth any colleagues that'd also find this useful to add their support 🙂

    Callan Barich supported this idea  · 
    Callan Barich shared this idea  · 

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

    93 votes

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    5 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.

    Callan Barich supported this idea  · 

  3. Workpapers - Inter-Entity

    42 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Callan Barich supported this idea  ·