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  1. New Workpapers - Send Client Queries

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    9 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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    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  ·