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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Have a workpaper for motor vehicle private use adjustments with calculators for FBT, logbook, and mileage reimbursement. Be able to have more than one like the home office workpaper does. And have this roll forward like the home office one does so that you can see the method used by the client and the FBT/logbook values etc.

    20 votes

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  2. 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?

    18 votes

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     ·  5 comments  ·  Workpapers  ·  Admin →
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  3. 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?

    18 votes

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  4. 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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  5. We have staff accountants who work in teams. Ideally, we want them to have the "Manager Role" but when that is the case they can only see Workpapers they have created.

    We would prefer to have the option to give staff with "Manager Role" the ability to see and edit all Practice current and/or archived workpapers.

    The alternative is to give them a Partner Role which has a lot of other access we don't really want them to have (ie restore/delete, etc).

    17 votes

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  6. 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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  7. Ability to copy transactions directly across from a Xero org to Workpapers

    Purpose: Save time and manual steps involved in having to download and re-upload individually

    16 votes

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  8. After receiving the year end document pack with Financial Statements and Tax returns signed from the client, I'd like to be able to immediately import this into the Financial Statements and tax returns area of Workpapers.

    15 votes

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  9. Ability to edit review point, internal query and client query responses.

    Currently once you click reply to an Internal Query or review point or client query in workpapers there is no option to edit. This is frustrating if you make a spelling error or accidentally respond to the wrong query. It would be great to have the ability to be able to edit these responses if necessary.

    12 votes

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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. Kindly would like to suggest adding Original Currency in the Aged Payables and Aged Payable Summary. Would make our reporting preparation easier. Thank you!

    10 votes

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  12. Xero workpaper would also show the actual file report and not just the links when exporting the workpaper. This is only available for files uploaded to the workpaper. Our practice uses FYI docs where all the relevant schedules, documents, and files are uploaded and we simply link it to Xero Workpapers. This is also helpful for practices who are using cloud storing services for documents and files.

    10 votes

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  13. 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.

    9 votes

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  14. When looking at a list of Workpaper Packs (especially archived packs), the order should be most recent first, not oldest first.

    9 votes

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  15. Be able to mark client as non-GST - either on just this workpaper or have it apply to a whole set of workpapers

    9 votes

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  16. 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…

    6 votes

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  17. 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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  18. Would be great if xero workpapers had a calculator function like blue xero

    6 votes

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  19. Ability to move negative comparatives into a different lead schedule.

    Purpose: To make the lead schedules consistent with the layout of the accounts.

    6 votes

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  20. 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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