Xero Workpapers

Many of our accountancy clients find the Workpapers software is an invaluable add-on to XPM. In a nutshell, it creates a FREE and dynamic accounting prep file.

With Xero Workpapers you can:

  • Live bi-directional sync to Xero data
  • Import data and trial balance – easily populate workpapers and when you’re ready to start a job, you can import data and the trial balance
  • Store documents for easy retrieval – it’s easy to drag and drop files so that they sit in the relevant data line
  • Handle client queries in the cloud – provide a personalised service through the secure query portal. Clients can answer queries and upload documents straight to the relevant workpaper

Take control of your compliance workflow by:

  • Sharing work with your team so that they can prepare, review and approve workpapers from any device
  • Create custom workpapers – perfect for tailoring to your practice’s compliance and financial reporting needs covering any period up to 366 days
  • No adjustment double-handling – post or draft approved adjustment journals from Xero Workpapers directly into a Xero organisation so the financials remain up to date without duplicate work