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For accountants & bookkeepers

For accountants & bookkeepers

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  1. Ability to roll forward balance sheet items and permanent documents when finishing a set of workpapers

    Purpose: to reduce time spent recreating them in future years

    86 votes

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    5 comments  ·  Workpapers  ·  Admin →
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    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

  2. To have the feature where there’s an alert in Xero HQ when a return lodge is rejected by ATO.

    Purpose: This will help Accountants can easily know which Xero org that the return was rejected by the ATO.

    23 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  3. 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.

    0 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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