Workpapers Updates: Enhanced PDF Navigation, Xero Sync & Journal Editing

Release Notes – 24/04/2026; Fixes & Stability Improvements

Introduction: 

We’re pleased to bring you a set of thoughtful enhancements to Workpapers, focused on improving reliability, usability, and overall workflow efficiency. These updates aim to make everyday tasks smoother and more intuitive, helping you get more done with less friction.

Seamless PDF Navigation

PDF document links now open as a single, unified reference, allowing for a smoother, more streamlined review experience without interruptions.

Improved Xero Sync Reliability

Synchronisation with Xero is now more robust, ensuring a smoother experience even when certain Reporting Codes are not present.

Enhanced Audit Log Experience

Manual journal entries can now be edited within audit logs more smoothly, providing a more stable and efficient experience.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.
    • Related Articles

    • Level Up Your Workflow With Latest Workpapers Sorted Feature Enhancements

      Introduction Workpapers Sorted introduces a series of powerful enhancements designed to improve efficiency, accuracy, and user experience. With improved journal management capabilities, new compliance job types (BAS, IAS, and FBT), auto-save filters, ...
    • Understanding the Dataflow Between Workpapers Sorted, Xero Practice Manager & Xero Ledger

      Introduction This article provides an overview of the data flow between Workpapers Sorted, Xero Practice Manager (XPM) and Xero Ledger Workpapers Sorted is a tax workpaper preparation and management platform that integrates with Xero Practice ...
    • Journal Management: Add, Save, View, Edit, Delete & Send to Xero

      Introduction Workpapers Sorted allows you to add journal entries from multiple places and at various stages. View user-created and imported journal entries for comprehensive financial analysis, delete incorrect entries efficiently, and edit existing ...
    • Managing Review Notes

      Introduction We have added a dedicated module specially designed to improve the efficiency of the review process. This module includes Financial Summary and Review Notes. The previous 5 years' Financial Summary helps to perform analysis of ongoing ...
    • Job Status Updates in Workpapers Sorted

      Introduction This article guides you through the process of changing the status of jobs created workpapers added in Workpapers Sorted. It provides a brief description of each job and workpaper status and explains how you can update the status of any ...