90 results found
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Reports - Duplicate draft reports
Option to duplicate draft reports, so that working from previous period can be retained.
1 vote -
Reports - Merge columns
The ability to merge columns in xero - specifically the General Ledger Summary report to merge the Account name and number.
2 votes -
Workpapers - PAYG Instalments section (issue with June CY on Balance Sheet rec)
On the Income Tax workpaper, the first section Tax Provision per P&L has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
September 2019
December 2019
March 2020
June 2020All good so far, you can enter the PAYG Instalments that will be included on the tax return.
The final line FY20 Tax to pay/(refund) then agrees to the company tax return.The second section Balance Sheet Income Tax Reconciliation has a Less PAYG installments (sic) section.
Xero prefills the dates (e.g. for 2020 FY workpapers):
June 2019This is good, June 2019 instalment…
4 votes -
XPM Workpapers - Show account Review Point relates to in the section at the bottom of workpaper
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 -
Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation
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 -
Reports - Add Spend /Receive Money report
If I had a spend / receive money report I could just review it against my AR and AP reports.
2 votes -
Workpapers - Client Queries
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 -
Workpapers - Retaining Shareholder renaming Titles to following year
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 -
Reports - Sort Activity Statement "Transactions by Rate" by account code
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 -
Reports - Add average for the account in General Exceptions report
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 -
Workpapers - Link prepaid Borrowing costs from the Balance sheet to the Borrowing Costs workpaper
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 -
Xero Workpapers | Customise Workpaper Status
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 -
Reporting - Option to include zero-balance accounts in the Trial Balance
The TB in Xero does not show lines that have a nil balance, however, you may need to drill down on a line that has a nil balance but may have have transactions (such as a control account). Could an option be added to the trial balance that would allow it to be displayed either with or without the nil balances?
10 votes -
XPM workpapers - After document is closed, you are navigated to the prior page with original conditions.
Make it so that when the document is closed, it returns to the same page with the same selection conditions that were before working in this document?
2 votes -
Workpapers - Carry existing packs forward when creating new ones
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 -
Document Packs - Download all documents in the document pack at once
Document Packs - Download all documents in the document pack at once
3 votes -
Reports - Highlight previously viewed transaction on list/report
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 -
Workpapers for Individual Tax Returns
Workpapers for Individual Tax Returns - I'm new to workpapers and am still figuring it out. But they seem to be very ledger orientated. It would be good to have workpapers for Individual Tax Returns for entities that don't have a Xero datafile. For example - say salary and wage return. Linked to the tax return to show deductions and income ie - you have that union receipt, the basis you've calculated that work from home deduction, you have that buy/sell statement for the shares sold.
1 vote -
Reports - Add account name in Account Transactions report
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 -
Reporting - report to determine royalties that are due on some products that are sold.
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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