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  1. 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.

    2 votes

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  2. 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

    2 votes

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  3. I would like to produce a remittance report that details which invoices the credits have been allocated to

    2 votes

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  4. The ability to merge columns in xero - specifically the General Ledger Summary report to merge the Account name and number.

    2 votes

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  5. 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

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  6. 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

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  7. 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

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  8. 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

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  9. 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

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  10. 2 votes

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  11. In XWP when a task is archived you cannot click on the documentation tab on the task/GL level. You can only find documentation via the section at the bottom of the pack.

    I think you should be able to click on the documentation on the task/GL level even when achieved so you know what documentation relates to each task/GL account without having to figure it out by looking at the documentation names (ex: if you have 5 pieces of documentation relating to 5 different GL accounts, you see them all grouped at the bottom of the pack and you don't…

    2 votes

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  12. I would like to request that a report be designed where you can determine which purchase orders contain the "quantity on order" on a specific code. At the moment the only report you can pull is one where it shows which bills and invoices contain that code.

    We work with thousands of products, and we need to find a way to determine which purchase orders have certain codes. There should be an option to pull a report based on the item code, showing what is on order (including the PO number) as well as the bills and invoices.

    This will…

    2 votes

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  13. The PST bill that is generated from the report should included the entire PST collected and a second line to the PST commission.

    1 vote

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  14. 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.

    1 vote

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  15. Xero software
    It would be nice to have VAT reconciled column to say Reconciled Yes/No or VAT reconciled period.

    1 vote

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  16. In the Tax workpaper, allow for extra tax credits - e.g. foreign tax credits (we have a number of non-individual clients who receive these)

    1 vote

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  17. When preparing annual financial statements and performance reports for auditors, it is important that the contents page and accountant's disclaimer report come before the statements that the auditor needs to refer to in their audit opinion, so that they report on pages 5 to 17, not 5 to 7 and 9 to 17. It causes unnecessary costs to both accountants and auditors each year to change round and get this done manually.

    1 vote

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  18. Make Secondary review points editable and able to be deleted as can the Primary review points. It's an obvious and frustrating omission for Users of Xero Workpapers.

    1 vote

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  19. The ability to sort workpaper packs by manager to help workflow management.

    1 vote

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  20. It would be useful if there was a section that allocated for notes screenshots to be incorporated into the notes on workpapers for each profit and loss and balance sheet item. This will allow for a screenshot from an email for example to be copied and pasted onto the notes section.
    (as opposed to saving this and then dragging it as a document). These notes should also somehow be linked (similar to documents) to each line item of the profit and loss so that if you ":click" on a notes icon the note pops up and you can make the…

    1 vote

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