For accountants & bookkeepers

For accountants & bookkeepers

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  1. Integrate a bank statement generator into bank feeds so accountants and bookkeepers can send a request directly to the clients bank for a bank statement for quarterly bank reconciliation. Pre-approved by client when bank feed integration is setup. Alternatively, automated bank statements per quarter generated and uploaded to Xero via bank automation.

    13 votes

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     ·  1 comment  ·  Workpapers  ·  Flag idea as inappropriate…  ·  Admin →

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  2. It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.

    8 votes

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  3. Hi there,

    Is there any way you could please add the the balance entered into imputation credits in the "tax provision per P&L" section of Workpaper to flow through to the "Balance sheet income tax reconciliation"

    4 votes

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  4. The Xero Hotlink button should open an Account Transactions (new) report for that account rather than the old Transactions report, for many many reasons.

    3 votes

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  5. Have a workpaper for motor vehicle private use adjustments with calculators for FBT, logbook, and mileage reimbursement. Be able to have more than one like the home office workpaper does. And have this roll forward like the home office one does so that you can see the method used by the client and the FBT/logbook values etc.

    2 votes

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  6. Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper

    2 votes

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  7. Be able to mark client as non-GST - either on just this workpaper or have it apply to a whole set of workpapers

    2 votes

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  8. Would it be possible to integrate a feature where the workpapers notify the user that there may be Xero accounts that have balances in the relevant year that have not pulled through to any of the workpapers being used (say for example because the report codes mapping for a new account has not been set up properly)?

    1 vote

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  9. Support documents uploaded to a workpaper are listed at the bottom of a workpaper in the order they are uploaded in, it would be a handy feature to be able to reorganise uploaded documents as needed for ease of review and keeping items in say account or alphabetical order.

    1 vote

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  10. When looking at a list of Workpaper Packs (especially archived packs), the order should be most recent first, not oldest first.

    1 vote

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  11. We have staff accountants who work in teams. Ideally, we want them to have the "Manager Role" but when that is the case they can only see Workpapers they have created.

    We would prefer to have the option to give staff with "Manager Role" the ability to see and edit all Practice current and/or archived workpapers.

    The alternative is to give them a Partner Role which has a lot of other access we don't really want them to have (ie restore/delete, etc).

    1 vote

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  12. 1 vote

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  13. To be able to group all related entities together into one sub-folder.

    Purpose: Ease of use and navigation when working with Workpapers

    4 votes

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  14. Ability to move negative comparatives into a different lead schedule.

    Purpose: To make the lead schedules consistent with the layout of the accounts.

    1 vote

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  15. Ability to copy transactions directly across from a Xero org to Workpapers

    Purpose: Save time and manual steps involved in having to download and re-upload individually

    3 votes

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  16. Ability to roll forward balance sheet items and permanent documents when finishing a set of workpapers

    Purpose: to reduce time spent recreating them in future years

    9 votes

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