Workpapers adds features ahead of Xerocon
Custom workpapers – set a favourite workpaper
Workpapers created and added to a workpaper pack can be marked as a ‘favourite’ and re-used in other workpaper packs. The customized workpaper(s) can also be included in all new workpaper packs going forward if you choose to set this as a Practice favourite.
Bulk send of client queries
Tailoring client queries for a job makes sense in many cases, but some firms also want to be able to bulk send client queries to a group (say, all companies). Standard client queries can now be sent to a group of entities, making compliance communications even faster.
New workpapers – Wages Reconciliation and Job Notes
We always get requests for extra workpapers, and whilst we’re keen not to ‘bloat’ the product we are also happy to listen to our fellow practitioners. As a result, two new workpapers will be applied across all regions – Wages Reconciliation and Job Notes.
The latter is allowing for the collection of important job instructions, notes, observations, notes for next year etc. to be brought together in one place.
Management Letter and Compilation Agreement – export to Word
This update will allow improved editing capability for both of these important documents. The compilation agreement will now be editable at the client level as well.
Calculation sheets – PDF
The embedded calculation spreadsheets on each workpaper (if used) will now be able to be included in the exported workpaper pack PDF.
Journals – editable and auto-post to Xero
Journals will now be editable in Workpapers.
In addition, journals posted from Workpapers will be able to be automatically posted as ‘approved’ to Xero (rather than just in ‘draft’). This will be a significant process fast-track for some firms.
Less significant but useful enhancements include:
- Document preview will be faster
- Improved quality of uploaded practice logos
- Additional users can be invited in to view an archived pack as read only.
If you have any questions about the latest update, please contact me at email@example.com.
Our next release (2.3) is due late September.