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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Would be great if there was a second "Refresh from Xero" button in Xero Workpapers when preparing the workpaper pack. Idea being that the button stays constant as you scroll down the page with a large volume of accounts. This saves having to scroll back up the top of the page and scroll back to the account you were working on.

    1 vote

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  2. We would like to have the ability to either customise the Status fields in the Workpapers. Or alternatively have the client Group appear next to the Organisation Name on the main Workpapers page, so we can easily see the client groups.

    2 votes

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  3. PLEASE PLEASE PLEASE DON'T REMOVE THE OLD BAS REPORT WITHOUT ENABLING EXPORT TO GOOGLE SHEETS IN THE NEW REPORT...THIS WILL DRIVE US GOOGLE USERS NUTS....

    1 vote

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  4. When using Xero Workpapers, it imports the figures across from the Xero client file without decimals. Therefore, when I'm comparing these figures in Workpapers to client reports and bank statements these are often slightly out.

    Can you please update Workpapers so that there is an option to show decimal places?

    17 votes

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  5. It would be good to have a discussion or description section against each line item in the Analytical review workpaper. Allowing for "oddities" to be cleared. Making the review process easier.

    16 votes

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  6. Enable feature allowing users to Hide resolved queries, so only outstanding queries are showing and user does not have to spend time locating outstanding queries to resolve.

    1 vote

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  7. The 'Next' button in workpapers, should be added at the end of the page (eg, A5 - Analytical Review) as this flows better for reviewers and saves time having to scroll to top of page when client has MANY accounts

    1 vote

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  8. Allow for documents to be downloaded from 'Documentation' icon as well as previewing - The preview feature is not great

    1 vote

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  9. I would like to produce a remittance report that details which invoices the credits have been allocated to

    1 vote

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  10. Prior year workpapers - would you be able to change colour for financial years for workpapers. I refer to prior year workpapers to complete a job. It would be helpful to have different colours for current and prior year Xero workpapers to avoid confusion when both open at once.

    1 vote

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  11. 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…

    2 votes

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  12. Option to duplicate draft reports, so that working from previous period can be retained.

    1 vote

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  13. Restore function where the previously viewed transaction is highlighted in a darker or different colour so you know where you are on a list of transactions. It used to be there but it has now gone :(

    1 vote

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  14. The ability to change the term of the write off schedule in the Borrowing Costs/Amortisation workpaper for situations where clients have loans of a longer or shorter term than the set 60 month period.

    1 vote

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  15. Re the home office workpaper. It seems to calculate soley on a percentage basis yet under DB 18AA, we can claim interest/rent and rates in proportion of business use, as well as $47.85 (for 2022 and future years) per square metre (PSMR) (IRD square meterage rates) as a proxy for general home expenditure. There doesn't seem to be a workaround in the workpaper to opt for the PSMR for the general expenditure claim? I would like to claim the higher of the two calculations for my clients' thanks and would love to see the workpaper work out the better of…

    3 votes

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  16. When working on Shareholder Current Accounts - How can we make 'Shareholder' retain the new titles we give them eg Shareholder 1 - J Bloggs Shareholder 2 -T Bloggs each year we open up a new workpaper we have to key in the titles all over again. We use the 'Trial Balance - Edit' There may be a place we can go to to make the titles retain and would love to know how. If not perhaps something your team could work on.

    1 vote

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  17. Xero workpapers should change depending on entity type selected. It appears that the selection of entity type in workpapers only serves to customise the query gallery and has no bearing on the actual workpapers created. An number of examples of this can be seen whereby selecting the trust entity type, the workpaper pack incorrectly contains M & M2 imputation credits, N Shareholders Current Account should be named N Beneficiary Current Account, and most significantly L - Income Tax does not contain a defined field for tax credits allocated on beneficiary income (instead users are having to use the free form…

    37 votes

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  18. Wouldn't it be great to be able to link the Prepaid Borrowing Costs from the Balance sheet to the Borrowing Costs working paper and have a journal entry that filters through to Xero for the annual write off amount. This is a such a simple thing that would once again save time when it comes to processing.

    1 vote

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  19. Would it be possible when pulling account transaction reports from Xero to add the account name, instead of having it say Account Transactions?

    1 vote

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  20. Quite a few firms are using business fitness/their own custom workpapers in conjunction with Xero workpapers to meet their compliance needs. This is because some existing Xero workpapers e.g I2 - Finance Lease, S - Home Office, K - GST etc are not sufficient to meet our compliance needs. For example the home office workpaper does not contain the square metre rate method and there is no last year comparison for analytical review. No workpapers have been added to allow for new tax developments such as rental interest deductibility, rental loss limitation rules, mixed use assets to name a few.…

    34 votes

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