104 results found
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Workpapers - Update text flags for icons
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 -
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 -
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 -
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.
26 votes -
Workpapers - Format workpaper queries
The ability to format workpaper queries - currently when you type in a query you can enter paragraphs and do simple formatting or spacing out of the query to make it more readable, but as soon as you close the query, any spacing out of the query is lost and all the words run into each other making queries difficult to read.
7 votes -
Workpapers - GST and PST bills should generate the date of the end of the period reported
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.
3 votes -
Workpapers - Ability to lock review point
Lock review points.
Review points should not be able to be edited or deleted especially when done by partner. Manager should be able to respond but not edit or delete the original review point made by someone higher
😃6 votes -
Xero Workpapers - Actual Updates to the Product
I've been using Xero Workpapers now for 7 years. While I find it efficient and effective, there is certainly room for minor improvements.
Yet, despite this list of product ideas from users, it appears that Xero hasn't actually made any changes to this product in the entire time that I have used it. Of the 91 product ideas, only 5 have been marked as 'delivered', 3 of which are not specific to Xero Workpapers, 1 was pointing out a feature that has always been there and the last was resulting from the removal of the old xero reporting (not really…
8 votesAppreciate feeling that this part of the product hasn't got as much attention as you'd like to see, Colin.
As you may understand some of our product team do look after and develop for multiple areas across Xero. While I can't share any direct works planned for this space atm, I want to assure you that your feedback has been shared back with the team and we are continually reviewing and advocating our customers ideas from the forums here with our product teams.
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Workpapers | Profit and Loss Review - Commentary on Variances
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
5 votes -
Workpapers - Bolder highlight for PDF attachments
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 -
Workpapers (UK) | CT Workpaper - Marginal Tax relief
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.4 votes -
Workpapers - Floating 'Refresh' button as you scroll
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 -
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!
44 votes -
Reports - Summary breakdown on VAT report
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.5 votes -
XPM workpapers - Additional field to Hide Resolved Queries
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 -
Workpapers - Add Next button to bottom of page
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
5 votes -
Workpapers - Download supporting document from 'Documentation' icon
Allow for documents to be downloaded from 'Documentation' icon as well as previewing - The preview feature is not great
1 vote -
Workpapers - Add 'Go to Query' link for internal and review queries
Under the Queries tab, Internal Queries and Review queries should contain a link to where the query was posted, so reviewer/prepared, can be taken to the specific item - Eg. Preparer makes note for income item under A5 - Analytical Review, Link should be enabled so Reviewer can be directed to query sitting under A5 - Analytical Review.
2 votes -
Reports - Remittance report
I would like to produce a remittance report that details which invoices the credits have been allocated to
2 votes -
XPM Prior year workpaper - Ability to define in another colour.
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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