Take control of working papers and workflows

Manage your compliance workflows including customised work programs, client queries and accounting working papers.

Features

• **Set up workpaper packs: **Use Xero Workpapers to create working papers and schedule the work that’s needed. - Choose and create workpapers using trial balance information from Xero - Set materiality thresholds at the practice level or for individual workpapers - Assign workpaper packs to staff with start and stop dates for a job
• **Analyse Xero data: **Review clients’ trial balances and the supporting data that’s been seamlessly imported from their Xero organisation. - Validate the information and investigate errors - View the previous and current financial year's closing balance from the client’s chart of accounts - Access Xero reports and review and enter supporting balance figures to reconcile the Xero balance
• **Gather client information: **Request working papers including documents and information from clients and handle queries and answers efficiently. - Send standard queries that come with Xero Workpapers to clients, or create your own - Link queries to a workpaper and keep track of them - Upload and attach, or link documents to a workpaper
• **Track progress: **See what stage your accounting working papers are at in Xero Workpapers. - Turn on email notifications for workpaper packs you or your team are working on - See workpaper alerts in the Xero HQ activity list - Mark individual workpapers as reviewed and check review status