| Workpapers Sorted supports you to deliver Workpapers workpapers for Business Entities, Trusts, Partnerships and Individuals. | ✓ |
| Choose from over 70+ customisable workpaper templates or upload your own. | ✓ |
| Workpapers Sorted's automation seamlessly integrates with all workpaper templates, including your own. | ✓ |
| Import client data, including ABN, address, and contact details, as well as group information from Xero Practice Manager into Workpapers Sorted. | ✓ |
| Automatically generate relationship charts based on data from XPM so you can manually add relationships and sync updates back to XPM | ✓ |
| Import ledger data from Xero directly into your Workpapers Sorted dashboard | ✓ |
| Workpapers Sorted structures and presents financial data for ease of use | ✓ |
| Workpapers Sorted automatically compares financial data with amount and percentage variances | ✓ |
| Workpapers Sorted recognises and extracts data from your source document straight into your workpaper | ✓ |
| Source documents are securely imported and stored in Cloudoffis. | ✓ |
| Add journals in Workpapers Sorted and push them directly to Xero. | ✓ |
| Re-import updated financial data from Xero with ease. New, updated, and deleted items are flagged when you re-import. | ✓ |
| View general ledger transaction details for each line item with one click. | ✓ |
| Search and filter transactions within the general ledger for quick reference. | ✓ |
| Workpapers Sorted automatically compares financial data with amount and percentage variances | ✓ |
| Access the complete general ledger with a single click. | ✓ |
| Upload, organise, and tag documents directly to relevant workpapers and accounts for streamlined document management. | ✓ |
| Access workpapers, documents, and queries at the line-item level for easy, efficient review | ✓ |
| Coming soon - Review feature to simplify feedback to and from managers | ✓ |
| Cloudoffis' report package generates a comprehensive final spreadsheet that includes the Profit & Loss statement, Balance Sheet, Trial Balance, General Ledger, and all prepared workpapers for future reference. | ✓ |
| Store all workpaper and supporting documentation in one place for future reference and audit | ✓ |
| Monitor job progress by status | ✓ |
| Organise and track jobs using customisable labels | ✓ |
| Customise column preferences across client lists, workflows and DMS | ✓ |
| Filter, sort, and export client reports to Excel with ease | ✓ |
| Display setting allowing you to switch between light and dark modes and personalising the colour of your screen | ✓ |
