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For accountants & bookkeepers

For accountants & bookkeepers

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92 results found

  1. Integrate XWPS with XPM - The XPM job should allow us to enter the period start and end date and this should link to XWPS along with the Partner, manager and staff. We should then be able to go into XWPS directly from that job in XPM. This would reduce having to enter data (period and staff) twice on XPM and XWPS

    17 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  2. Currently, if I am looking at a Workpaper and I click on the Flag next to an account, I can add a Review Point for that account.

    That review point shows up in the list at the bottom of the workpaper.

    If I click the flag next to the account, I can see the review points that have been added to that account... but I can't see the replies to those review points and nobody can reply to them from that area.

    I have to scroll down to the bottom to reply to the review point.

    When I get to…

    2 votes

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  3. The ability to sort Activity Statement "Transactions by Rate" report by 'account code'. This makes the detailed report much easier to review and pick up mistakes. MYOB has always had this function and it is a good time saver. Much easier to look through the report

    3 votes

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  4. For non-Xero clients, it would be very useful to be able to use workpapers and include the actual account balance from the Client's accounts, rather than displaying the Xero account balance as nil. As a practice, we use Xero workpapers, but not every single client uses Xero.

    8 votes

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  5. 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.

    103 votes

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  6. Can there be a date period added to calculate the averages on this report?
    We do not find "The average in the account is calculated based on all transaction lines in the account for the life of the organisation" to be of use unfortunately.

    2 votes

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  7. I would like to see on the front sheet of the VAT report a Summary break-down by VAT code showing Total, Net and VAT by each VAT category.
    Is this something you are currently working on and if so when would it be available to us.

    2 votes

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  8. Workpapers - Preview Attachment Highlighting faded
    When previewing a workpaper rather than downloading if you have highlighted using pdf manager this doesnt show that bright. Need to fix as this is hard for a review to know what the team member has highlight.

    1 vote

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  9. Ability to prepare workpapers on a cash basis is critical to be able to line up with xero reports prepared under Tier 4 cash reporting framework.

    6 votes

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  10. Sometimes we have more than three people working on a job and currently Xero only allows for one preparer, manager and partner on a job. It would be good if we could have more flexibility in this area.

    67 votes

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  11. The ability to merge columns in xero - specifically the General Ledger Summary report to merge the Account name and number.

    2 votes

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  12. If I had a spend / receive money report I could just review it against my AR and AP reports.

    2 votes

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  13. We are using the 'Client Queries' function for the first time this year.

    In Workpapers, each time a request for information is sent to a client, the 'Queries History' logs that an email was sent to the client, however there is no record of the content of the email sent for the client.

    We usually would save all emails to clients on file so that anything can be clarified if needed, but have noticed there is no ability to view the email content.

    2 votes

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  14. We need a report that is cash basis and can have number of items sold during a time period. This report also needs revenue totals and allow a tracking category. Essentially this is to produce a report to determine Royalties that are due on some products that are sold.

    3 votes

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  15. Document Packs - Download all documents in the document pack at once

    3 votes

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  16. 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.

    65 votes

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  17. Add a note function to each account. Similar to the queries button but just for general notes about what's in the account that doesn't need a resolution. This would be helpful near the account rather then just at the start in the job note section as it would allow quick access for others to see the note when looking at the specific account.

    49 votes

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  18. Please could we update the Corporation tax Working paper in the UK in Working papers for Marginal tax relief.

    It's fairly useless without it as the final figure does not agree at all to the value of the CT. Unless it's fudged and then you can't see the computation.

    1 vote

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  19. We use Xero HQ Ask queries for our client questionnaires.
    Would be fantastic if the query's supporting docs could automatically feed to Xero Workpapers.

    5 votes

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  20. Enable use for non-Xero clients

    For non-Xero clients, it would be very useful to be able to use Workpapers by importing client trial balances. Kindly update when this feature will be available.

    4 votes

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