103 results found
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Xero Workpapers - Move Negative Comparatives to a Different Lead Schedule
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 -
Xero Workpapers - Import supporting docs from Xero HQ Ask queries
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 -
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…
4 votes -
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
4 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 -
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
4 votes -
Workpapers - Import client Trial Balance
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 -
Workpapers - Bulk upload attachments to queries
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 -
Workpaper - Ability to select defaults
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 -
4 votes
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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
😃3 votes -
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
3 votes -
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.
3 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 -
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 -
Workpapers - Include square metre rate calculation for home office workapapers
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 -
Workpapers - Customised hotlinks
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 -
UK Payroll: Include salary sacrificed contributions in direct pension filings
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 -
Workpapers | Settings - Tax and depreciation default to last saved setting
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
Irene3 votes -
Workpapers - Ability to create historic packs (6+ years old)
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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