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.
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.
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.
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.
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.