102 results found
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SB Pool Detail Report - Ability to move & delete columns
Currently the SB Pool Detail report contains a large number of columns and the report appears cramped and difficult to read due to the smaller font size.
It would be helpful to have the ability to change the column order and remove excess or un-needed columns, as is possible for the other tax and accounting depreciation schedules.
28 votes -
Workpapers - Add ABN on Financial Reports.
Some banks require the ABN or ACN to be present on all pages of the Financial Reports supplied to them. Currently, the only way to do this is to export the report to Excel and then painstakingly type the ABN/ACN in to every single page.
There should be an option to toggle this on/off. Alternatively a field type that pulls the ABN from the company file would be suffice to add to the report template.
Please see attached an example on the footer of a report page.
16 votes -
More customisation on reports, especially management report, trial balance, etc.
What if I want to add something on the cover and content page? There should be an option to insert content, add a text block, etc. Not to mention the period customisation, we have clients that just started out and we are required to add (Date of Incorporation) behind the starting date, e.g. period from 23 August 2024 (Date of Incorporation) to 31 March 2025.
I want to also address the trial balance and some other reports as well, namely the accounting period has a lack of flexibility in terms of displaying the figures we wanted, like all I want…
1 voteThanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.
We will monitor and track support your idea receives from the community.
You can find out and stay updated with Xero releases on Xero Central.
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Xero Workpapers - Link to Prior Year (Archived) Workpaper Pack
A quick link from this years (active) workpaper pack to last years (archived) workpaper pack for this client would be so useful and save so much time. Accessing prior year (archived) workpapers is such a 🥴 workflow at present.
Ideally this would be available on the Workpapers page (where you can see all workpapers) and take you to the same for last year, and it would be available on every individual workpaper page (and take you to that same page for last year).
9 votes -
Workpapers | Transactions - Column for mileage
Allow a Column on your main page of transactions for mileage so you can add the mileage to the column for sales to be calculated
I am a private hire driver and this I believe will benefit taxis and private hire drivers or people who do a lot of driving as a business.
Can they not add another column on this page that we can add the mileage for each job that can then be calculated at the end of year as you do with what fairs come in or sales coming.
Again, this would benefit greatly for small businesses…
1 voteThanks Simon, it does appear that you're referring to the jobs related to workpapers directly that you'd record mileage for.
This isn't something that we have plans for right now, but we'll track the interest and share if there are any changes to update you on.
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Reports - Add original currency in the Aged Payables and Summary Payables reports
Kindly would like to suggest adding Original Currency in the Aged Payables and Aged Payable Summary. Would make our reporting preparation easier. Thank you!
60 votesThanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.
To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.
With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.
It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.
I know this doesn't accomplish all that's being asked in this idea and…
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Workpapers - Refined User Roles
The User access for Workpapers is very poor. I find that I need to give the Staff high access levels in order to allow them to create and complete workpapers. Rather than just having a very basic Standard and Admin level, the names and levels of access should reflect more the sort of work that staff will be involved in. For example, you don't need to be highly qualified to set up a set of working papers for a new year that you can then work on, so staff members should be held up by needing line managers to initial…
1 voteHi Rebecca, thank you for this valuable feedback on user access in Workpapers.
We can certainly see your point. The current 'Standard' and 'Admin' levels can be too broad, often requiring you to give staff higher access than necessary just to perform routine tasks like setting up a new workpaper file.
Your suggestion to introduce more refined user roles that better reflect the actual work your staff are involved in is a great solution to improve both workflow and security.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how more granular user roles could improve their practice's efficiency.🙂
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Workpapers - User Management centralisation in XPM/HQ
Workpapers Practice Staff Management is not integrated with XPM/HQ. User access should be manageable the XPM so that all Xero owned products Practice Staff access can be managed in one area. This would allow practices to control their staff in one place, rather than having to add and remove staff separately in the Workpapers App.
1 voteHi Rebecca, thanks for this great idea about centralising user management for Workpapers.
We understand that having to manage staff access separately in Workpapers instead of in one central place like XPM or Xero HQ creates extra administrative work. Your suggestion to integrate Workpapers user management so you can control all practice staff access from a single location makes perfect sense.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how this feature could improve their practice's efficiency and user management workflow.
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Workpapers - Ability to reorder/rearrange accounts (lines) on a workpaper
Please add ability to reorder accounts (lines) on a workpaper in Xero Workpaper. This is painful both for automatically populating workpapers (which go in the impractical alphabetical order) and custom workpapers (where every new line is added at the bottom...).
6 votes -
Workpapers - Attach files to journals
It would be a HUGE time saver if we had the ability to attach supporting documents to the journals posted through Xero Workpapers (in the same way that we can attach documents to journals posted directly in Xero).
7 votes -
gst export
GST transactions (in GST Return) - The description is now the payment supplier or customer instead of the description on the invoice or transaction. And the links are now going to the payment or payment batch rather than to the invoice so then you need to look for the invoice you are trying to verify. Can the link please be the actual invoice being paid?
2 votes -
Workpapers - Check box next to suppliers names when received their statements
To have a check box next to supplier when you have matched their monthly statements so you know who is left to receive a statement from
6 votesAaah wait, sorry just saw this is for Workpapers not Bills in Xero, Teresa. M suggestion of the notes on a contacts record may not be as useful for this scenario.
While no plans for this at present, we'll get a feel for the interest of this here. Thanks
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Workpapers - Auto calculate Interest Accruals
It would be great if Xero recognised Bank term deposits or Pie deposits, and could record the interest rate, compounding periods, and calculate accruals to balance date.
1 vote -
Workpapers - Ability to delete duplicate clients from the organisation list
When creating a new workpaper pack, clients appearing under the Organisation dropdown is taken from XPM (as a one-way sync).
It isn't possible to delete duplicate clients in Workpapers, even once they've been removed from XPM and the information has been synced again.
The downside is that the Permanent workpaper isn't brought forward from LY and there's no sync to XPM (as it's connected to the true client record).
The workaround is to edit the client name in the Settings (by putting a DNU or ZZ in the name), save it, then delete that Workpaper.
It would be preferable to…
1 voteHi Anthony, thanks for submitting this detailed idea for improving Xero Workpapers.
We can certainly see how having duplicate clients appear in the organisation list would be frustrating, especially when it prevents permanent files from being brought forward correctly. Your suggestion to have a two-way sync with XPM or the ability to directly archive or delete these duplicates makes a lot of sense.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how this feature could improve their data management and workflow within Workpapers. 🙂
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Being able to add custom queries to custom workpapers
When creating custom queries, only the system default workpapers are available to add the query to. So when you are processing the workpapers, you need to manually move each query to its relevant workpaper, if you want it on a custom workpaper. Please add custom workpapers to the custom query creation list.
Alternatively - if queries were rolled forward from one year to the next, custom queries would only need to be moved in the first year.
1 vote -
Conditional formatting for client queries
Often the first question in a section is a yes/no - it would be good to hide the additional questions that result from the first answer, rather than needing to cover all bases with additional requests for the yes or no question. The shorter the initial list, the more likely the client will answer promptly and correctly.
1 vote -
Workpapers - Attach Document to Query
Ability to attach a document to a specific query on the accountant end.
Would save us from having to go to the workpaper in order to open the document that the query references. Instead could open directly from the query tab.8 votes -
Workpapers - Customise the Queries portal to brand colours
The queries portal is nice, but its Xero Blue - we'd love to be able to put our own branding on things much further beyond our logo.
1 vote -
Workpapers | Depreciation Schedules - Add Accumulated Depreciation as a default
I would like a small change where the Accumulated Depreciation is a default column in the depreciation schedules report generated from Xero. I work with a significant number of clients who we run depreciation for each year and I would like to see the Accumulated Depreciation amount in the report by default without having to update the templates in every client file.
6 votes -
Reporting - Seperate Expenses on Profit & Loss
Separate the INCOME TAX EXPENSE from the normal operating expenses in the Profit & Loss Statement. for example:
- Net Profit Before Tax
- INCOME TAX EXPENSE
- Net Profit After Tax
This is the basics of accounting apps.115 votes
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