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  1. Workpapers - Inter-Entity

    63 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, thanks for sharing your feedback on this idea 🙂

    We can see the value in this, managing inter-entity loans more easily across entities in Workpapers, especially where you’re trying to match balances and reduce manual cross-checking. We’re moving this idea to Gaining Support so others can vote and add their use cases too. The more detail you can share about how you’d use this in practice, the easier it is for our team to understand the impact and prioritise future improvements.

    This is something that’s on our radar, but we don’t have a timeframe to share right now. We’ll continue to monitor the feedback here and will update this thread if there’s more to share.

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    Miriam Bailey commented  · 

    Super important - we have to log in/out in/out whilst making changes and it adds unnecessary time to the job. This would make accountants lives a lot easier as well as bookkeepers and businesses with more than 1 file

    Miriam Bailey supported this idea  ·