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For accountants & bookkeepers

For accountants & bookkeepers

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  1. As some workpapers do not change from period to period and would keep the account breakdown of accounts

    5 votes

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  2. 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…

    4 votes

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  3. 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 2020

    All 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 2019

    This is good, June 2019 instalment…

    4 votes

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  4. 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

    4 votes

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  5. Enable use for non-Xero clients

    For non-Xero clients, it would be very useful to be able to use Workpapers by importing client trial balances. Kindly update when this feature will be available.

    4 votes

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  6. Ability to upload multiple documents to workpaper queries at one time, currently can only select and upload one document at time which can be quite time consuming if a client has supplied you with 12 months bank statements to upload. I note this bulk upload feature is available when saving supporting documents to workpapers so not sure why this functionality can be expanded to include queries?

    4 votes

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  7. Why do we need to have all of the 'Z do not use' sections appear when setting up a new pack that then need to be unticked? It would be better to have them unticked in the first place

    4 votes

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  8. 4 votes

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  9. 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
    3 votes

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  10. If I had a spend / receive money report I could just review it against my AR and AP reports.

    3 votes

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  11. Document Packs - Download all documents in the document pack at once

    3 votes

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  12. 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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  13. 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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  14. Ability to customise the mapping of the workpaper hotlinks!

    The hotlink feature in workpapers is pretty neat in that it will automatically link in the relevent reports however this could be even more powerful with some very minor teaks.

    Firstly the new style reports would be a good start for replacement but what would be even better then this is the ability to amend the hotlink reports for clients either on a by client or practise level... i.e. if we had the ability to link in customised reports instead of just having the transaction report linked in - I know…

    3 votes

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  15. In XERO as at today when you set up a salary sacrificed arrangement, the amount being sacrificed by the employee will be added onto the employer's contribution and appear under the employer's field for reporting purposes.

    But when you need to submit the pension report to the pension provider portal you will need to separate employee and employer contribution. It will be much easier to download the report, at least from the pension filings option, that shows all the breakdown of all information as it needs to be so it can just be uploaded in the pension provider portal without…

    3 votes

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  16. Hi there

    Just a suggestion.

    I wonder if we can please make the depreciation and tax depreciation report setting to automatically default to the last saved setting instead of having to save it as default report and without saving it into drafts? Similar to Wrike workflow product.

    Thanks
    Irene

    3 votes

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  17. Ability to create historic workpaper paper packs over 6 years old would be helpful for those clients that need their accounts brought up to date and need to prepare financial statements over 6 years old.

    3 votes

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  18. 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
    😃

    2 votes

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  19. When editing a report in the financial statements, it would be great if there was an option to preview just that page and not the whole document. Ie if editing balance sheet , have the option to open a pdf of just that page ( but keep the whole doc on a sept PDF- so two options)
    Would just be so much faster to preview the actual page I'm working on, and not having to wait for the whole document to open, than scroll/find the bal sheet

    2 votes

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  20. 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.

    2 votes

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