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  1. Workpapers - Delete / Reset workpaper

    51 votes

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    3 comments  ·  New Xero Workpapers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for the additional feedback we’ve received on this idea.

    We understand that workpaper packs may sometimes need to be updated when the wrong financial year, dates, accounting method, template, or staff assignments are selected.

    Earlier this year, we released the ability to edit pack settings, helping teams make these necessary changes without starting again. Template updates can also be applied to existing packs by refreshing them.

    We recognise that there are cases where a pack may have been created for the wrong client or needs to be removed entirely. We’ll continue using your feedback to understand where deletion would provide the most valuable outcome, while also considering how we mgiht cater in the event a pack is accidentally deleted.

    I’ll share any further updates here.

    Anne Framo supported this idea  ·