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  1. Carry over schedules from old xero workpapers

    7 votes

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    0 comments  ·  New Xero Workpapers  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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

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

    41 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.

    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  ·