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For accountants & bookkeepers

For accountants & bookkeepers

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112 results found

  1. Include balance sheet amounts on the analytical review, and the ability to add and show comments against each line.

    2 votes

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  2. 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.

    2 votes

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  3. At the moment if you go to an Archived Xero Workpaper pack, you can't click the Xero hotlink button nor the Documents button next to an account. I understand preventing people from clicking the Done (tick), Manager and Principal approval buttons (and delete button of individual documents) - but there is no point to deactivate the Xero hotlink button so that I can't use that, and the click the documents button to see the documents linked to that specific account. Straight up lazy..

    1 vote

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  4. Xero workpaper functionality that can connect to more than one Xero file to reconcile inter-entity loan accounts, or confirm rental income and expenses, or Div 7A interest and expense, etc.

    Eg: Debit loan in Company A, Credit loan in Trust B - can link both totals to see at a glance the loans match on both debit and credit sides.
    Entity A pays related-party rent to Entity B - link B's income and A's expenses to see at a glance that the amounts are correct on both sides in both files

    37 votes

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  5. Generated GST and PST bills should generate the date of the end of the period reported. January to March reporting should generate a report with the date of March 31, 2024 and not the date of that the bill is generated.

    2 votes

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  6. CUSTOMER AND SUPPLIER Journals needs to be added to the system????? And a proper detailed CUSTOMER AND SUPPLIER DETAILED LEDGER - Without the allocation of payments AND credit note splits with THE ACTUAL DETAIL on the bank and jnls so that one can see what is going on. WITH opening and CLOSING Balances? i have seen HUNDEREDS op people complain about this??? come on XERO? YOU CAN DO THIS/? EVERYTHING else is top notch but your cust and supp ledgers needs to be fixed and one needs to be able to do a proper cust and supp journal entry. especially…

    29 votes

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    22 comments  ·  Workpapers  ·  Admin →
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  7. Please clear the default workpapers that are selected for every workpaper pack regardless of whether there is any data for these items. e.g. operating leases commitments, Home office, GST, BAS, Income Tax, Franking Credits, Borrowings costs.

    1 vote

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  8. Update the text flags for the reconciled/completed (etc) flags in workpapers so that they change if an item is marked as complete or not (i.e. the wording changes from Not Completed to Completed once flagged). This would assist staff who are colour blind or have other vision impairments that mean that they can't see the coloured flags but instead could hover over the icon to see if an items was completed or not.

    1 vote

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  9. Integrate workpapers module into Xero with direct links to the Xero trial balance. Importing the trial balance is impractical and time wasting and the allocation of the account balances within workpapers is dependant on the report code allocations. You should have to option to view all the account balances and the net profit or loss from the trial balance when viewing workpapers to ensure all balance sheet accounst are included.

    85 votes

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     ·  6 comments  ·  Workpapers  ·  Admin →
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  10. So annoying to open an archived workpaper pack, want to check a document that was attached to an account and you can't! Have to scroll down and find it amongst all of the attached documents from that whole workpaper. Nightmare!

    11 votes

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  11. Opportunity to provide explanations for significant changes in balances (specifically profit and loss items):

    • It would be useful if the PNL review section of Xero Workpapers had an area to incorporate commentary on significant variances or that a balance is not material and therefore no further work on the balance has been performed.
    • This would add value in that you won't have to upload separate documents for each profit and loss line item
    4 votes

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  12. The entire workpapers function is inefficient and burdensome. It would be much better to have packs carry forward when creating new packs so that you don't have to add all the notes and work papers back each time. When you roll a work paper pack, having to check & uncheck all the irrelevant sections is a waste of time that would also be alleviated by just being able to roll the prior period pack. The ability to use excel sheets with linked data to the accounts in Xero would be greatly beneficial. Another aggravating and time consuming issue is not…

    11 votes

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  13. In the Tax workpaper, allow for extra tax credits - e.g. foreign tax credits (we have a number of non-individual clients who receive these)

    1 vote

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  14. Workpapers to run for periods (not just years) and for periods ending not on a month end.

    The majority of my clients have a year end with 5 April. At the moment i would only be able to run the work papers to 31 March. I also have other clients with year end dates throughout the year.

    In addition to this, I can only run the workpapers for a full year. What happens if a business ceases. Often we need to run a set of accounts, and therefore workpapers, for a shorter/longer period.

    38 votes

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  15. Make Secondary review points editable and able to be deleted as can the Primary review points. It's an obvious and frustrating omission for Users of Xero Workpapers.

    2 votes

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  16. 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.

    4 votes

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  17. 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

    5 votes

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  18. When preparing annual financial statements and performance reports for auditors, it is important that the contents page and accountant's disclaimer report come before the statements that the auditor needs to refer to in their audit opinion, so that they report on pages 5 to 17, not 5 to 7 and 9 to 17. It causes unnecessary costs to both accountants and auditors each year to change round and get this done manually.

    1 vote

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  19. 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…

    4 votes

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  20. Currently there are several system notifications in Xero Workpapers however there is not one for when the partner has approved the workpaper pack. This should then send a notification back to the preparer/manager to let them know the job is right to be finalised.

    26 votes

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