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  1. New Workpapers - Send Client Queries

    67 votes

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    10 comments  ·  New Xero Workpapers  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hey Everyone! Thanks for the feedback on the New Workpapers experience. Xero Ask is available on the Classic Workpapers but as yet not available in the new Workpapers experience. We've reviewed your idea and moved it to Gaining Support and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    Kirsten Russell commented  · 

    To be able to streamline processing & prep of EOY reports, being able to send client queries directly, either prior to starting the job, or even as they come up would be super beneficial - otherwise why have client queries even there??

    Kirsten Russell supported this idea  ·