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For accountants & bookkeepers

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101 results found

  1. 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.

    5 votes

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  2. 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?

    5 votes

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  3. 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

    5 votes

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  4. 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.

    5 votes

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  5. Currently the prepayments page on workpapers is a permanent workpaper which brings forward all of the prior year entries every year. This means that historic prepayments carry through. Currently they can't be deleted which leads to a cluttered workpaper. It would be great if line items that are no longer needed could be deleted. As per the file attached - it would be ideal if the nil rows could all be deleted.

    4 votes

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  6. 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.

    4 votes

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  7. 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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  8. 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.

    4 votes

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  9. Ability to have schedules with both figures from Xero and checkboxes within the same schedule.

    3 votes

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  10. Include balance sheet amounts on the analytical review, and the ability to add and show comments against each line.

    3 votes

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  11. 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.

    3 votes

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  12. 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.

    3 votes

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  13. 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.

    3 votes

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  14. Would it be possible when pulling account transaction reports from Xero to add the account name, instead of having it say Account Transactions?

    3 votes

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  15. 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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  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. GST transactions (in GST Return) - The description is now the payment supplier or customer instead of the description on the invoice or transaction. And the links are now going to the payment or payment batch rather than to the invoice so then you need to look for the invoice you are trying to verify. Can the link please be the actual invoice being paid?

    2 votes

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  18. Under the Queries tab, Internal Queries and Review queries should contain a link to where the query was posted, so reviewer/prepared, can be taken to the specific item - Eg. Preparer makes note for income item under A5 - Analytical Review, Link should be enabled so Reviewer can be directed to query sitting under A5 - Analytical Review.

    2 votes

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

    2 votes

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  20. Option to duplicate draft reports, so that working from previous period can be retained.

    2 votes

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