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It’s a Workpapers world

Posted 4 years ago in Advisors by John Manktelow
Posted by John Manktelow

We’re making changes on a few fronts in Xero Workpapers today: we’ve made a number of enhancements for our existing users and we’re pleased to announce Workpapers is now available globally.

Global availability

Today we’re launching a global edition of Xero Workpapers. Our accounting and bookkeeping partners anywhere in the world can now manage their workpapers, letters and client queries. Compiling management and year-end accounts has never been easier – head on over to the new global help centre to see what we have in store for you, then set up a free trial.

New and improved workpapers

The Home Office workpaper has had a major update – we’ve added a new tabbed design for those times when there’s a change of address or there are multiple claims to be made. It also uses the smarts behind our Permanent workpaper to remember key details from period to period.

Laurie's Hairdos Co – Home Office

We’ve also built a brand new workpaper for operating leases: this helps you keep track of your clients’ lease documentation and calculate their future commitment. To save you even more time, this is also remembered across periods.

Laurie's Hairdos Co – Operating Lease Commitments

Workflow improvements

When you send bulk queries, Xero Workpapers has some new smarts to decide how the packs are assigned, based on your most recent staff allocations. This makes it much easier to ensure your staff know what they should be working on.

Going green!

The Xero Workpapers and Practice Manager teams are working together closely to combine our powers. It’s going to take a while but work is already under way to bring two major parts of Practice Studio closer together and take advantage of each other’s strengths.
In the coming months, Xero Workpapers will have a new look and will be much more tightly integrated with Xero Practice Manager. This is pretty exciting for all of us – more news as this work progresses.


August 27, 2014 at 4.49 pm

Great to see development progress in Xero Workpapers! I basically live in this programme all day every day. Looking forward to the ‘combined powers’ across the Xero platforms, would be good to get the ‘Wide View’ option Xero reports uses for those larger workpapers!

August 28, 2014 at 8.12 pm

Great to see development progress it would be good to world view

August 31, 2014 at 6.20 pm

Awesome stuff John! Was a nice surprise to see the new functionality pop up =) I am very much looking forward to that tighter integration, and truly taking advantage of what is possible

September 1, 2014 at 2.06 pm

Hi John, With the new look will you be able to drag and drop files into the workpapers? Looking forward to the tighter integration between all Xero products. Cheers

John Manktelow
September 1, 2014 at 2.27 pm

Hi Scotty, it’s definitely on the roadmap – a few other pieces to integrate first though. Cheers, John.

September 1, 2014 at 11.19 pm

Hi John, any chance we are going to see the ability to create and save customised standard templates for a batch of workpapers based on different types of jobs? Eg. BAS, FBT, SMSF compliance?

John Manktelow
September 3, 2014 at 11.22 am

Hi Scott, great idea. It’s one that we’d definitely like to do – not sure when yet, but it’s on the list.

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