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Streamline Workpapers with Xero report codes

Posted 4 weeks ago in Product by Anne Harris
Posted by Anne Harris

You can now import Xero report codes with a trial balance in Workpapers

Save time and stop double handling with this new Workpapers release: now, you can use the report codes that you’ve already set up in your client’s Xero account when importing a trial balance. Any changes you’ve made to a client’s chart of accounts and its mappings will be imported directly into Workpapers.

We think this release will make a real difference as it:

  • Improves the accuracy of mapping in Workpapers, reducing errors and the chance of missing an account.
  • Lets you use Xero’s more advanced mapping capabilities within Workpapers.
  • Makes it easier to set up and customise client workpaper packs

For more information, including how to set up this option for your practice, head to the Xero Central article.

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