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You asked and we delivered – Xero two-way integration is here

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Xero two-way integration has been one of our most requested features to be added to MyWorkpapers and we are pleased to announce that an Export to Xero feature is now available in our platform!

Up to now, our clients have far been able to import trial balance data from Xero which is used to check and reconcile figures in MyWorkpapers. Following our September feature release, you can now push your journal entry adjustments back to Xero, allowing all systems to be updated with the correct financial information once the workpapers have been completed.

This means:

  • Seamless flows of data between Xero and MyWorkpapers;
  • Quicker export of journals and reconciliation between MyWorkpapers and Xero;
  • Less manual entry for Xero users, saving valuable time;
  • Fewer errors;
  • Able to re-export entries previously posted, making it easy to update adjustments from MyWorkpapers to Xero; and
  • Controlled permissions to ensure accurate posting of journals by key team members.