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  1. New Workpapers - Send Client Queries

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    10 comments  ·  New Xero Workpapers  ·  Admin →
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    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.

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    Robyn Christou commented  · 

    We won’t transition to the new solution until it includes a client query feature comparable to what exists in classic workpapers. Our workflow depends on being able to create a client query, send it out with attachments, allow clients to upload attachments in return, and have their responses flow directly into the workpapers. This functionality is essential for how our practice operates.

    We also need the ability to set up workpapers with a recurring option, similar to how jobs operate. We use workpapers for our monthly and quarterly BAS, and having to recreate them each period (wtih the same queries for the last period) is tedious but still essential to our workflow.

    Robyn Christou supported this idea  ·