Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. New Workpapers - Send Client Queries

    68 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    10 comments  ·  New Xero Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate your continued feedback and hearing how important client queries are to your Workpapers workflow.

    We understand the value of being able to send queries to clients and have their responses and documents come back into New Workpapers. This is something we have intentions of developing, however it's not being worked on just yet. We’ll update you here when things progress.

    An error occurred while saving the comment
    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  ·