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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Two ideas:

    1) Need Bookkeeper and Senior assigned

    At the moment, there are only 3 levels "Assigned" "Manager" & "Partner"

    On bigger jobs you may have 4 or 5 people involved, which is not possible. Please can you add some more levels eg Bookkeeper, "Senior" or whatever you want, (a custom field would be even better!). Maybe remove the word "Assigned" as it is too vague. (eg what is your job? Answer: I generally get assigned)

    2) Senior to to Approve

    Following on from (1) it would be good to have an option at least for the "Senior" to approve…

    1 vote

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  2. Workpapers - Preview Attachment Highlighting faded
    When previewing a workpaper rather than downloading if you have highlighted using pdf manager this doesnt show that bright. Need to fix as this is hard for a review to know what the team member has highlight.

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  3. Would be great if there was a second "Refresh from Xero" button in Xero Workpapers when preparing the workpaper pack. Idea being that the button stays constant as you scroll down the page with a large volume of accounts. This saves having to scroll back up the top of the page and scroll back to the account you were working on.

    1 vote

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  4. PLEASE PLEASE PLEASE DON'T REMOVE THE OLD BAS REPORT WITHOUT ENABLING EXPORT TO GOOGLE SHEETS IN THE NEW REPORT...THIS WILL DRIVE US GOOGLE USERS NUTS....

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  5. Enable feature allowing users to Hide resolved queries, so only outstanding queries are showing and user does not have to spend time locating outstanding queries to resolve.

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  6. Allow for documents to be downloaded from 'Documentation' icon as well as previewing - The preview feature is not great

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  7. Prior year workpapers - would you be able to change colour for financial years for workpapers. I refer to prior year workpapers to complete a job. It would be helpful to have different colours for current and prior year Xero workpapers to avoid confusion when both open at once.

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

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  9. 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.

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  10. When working on Shareholder Current Accounts - How can we make 'Shareholder' retain the new titles we give them eg Shareholder 1 - J Bloggs Shareholder 2 -T Bloggs each year we open up a new workpaper we have to key in the titles all over again. We use the 'Trial Balance - Edit' There may be a place we can go to to make the titles retain and would love to know how. If not perhaps something your team could work on.

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  11. 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.

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  12. Restore function where the previously viewed transaction is highlighted in a darker or different colour so you know where you are on a list of transactions. It used to be there but it has now gone :(

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  13. Workpapers for Individual Tax Returns - I'm new to workpapers and am still figuring it out. But they seem to be very ledger orientated. It would be good to have workpapers for Individual Tax Returns for entities that don't have a Xero datafile. For example - say salary and wage return. Linked to the tax return to show deductions and income ie - you have that union receipt, the basis you've calculated that work from home deduction, you have that buy/sell statement for the shares sold.

    1 vote

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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?

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  15. a way to switch from the old csv upload in bank statements to the new one as the new one is so much better

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  16. It would be great if the equity workpaper allowed for current year P&L reserve. This allows you to double check once the dividends are posted that the Equity section is not negative.

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  17. 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.

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