58 results found
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Home office Calculation in Workpapers
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…
1 vote -
Inter-Entity
Xero workpaper functionality that can connect to more than one Xero file to reconcile inter-entity loan accounts, or confirm rental income and expenses, or Div 7A interest and expense, etc.
Eg: Debit loan in Company A, Credit loan in Trust B - can link both totals to see at a glance the loans match on both debit and credit sides.
Entity A pays related-party rent to Entity B - link B's income and A's expenses to see at a glance that the amounts are correct on both sides in both files9 votes -
Exports into Excel
Could Xero not make the exports into excel more attractive- they are an embarrassment- the fonts are all mixed, it merges cells making them need formatting and are just not useful at all. The new layout reports just launched by Xero are absolutely awful for export- the old formats were far better and at least looked tidy. This can't be that harder fix?
1 vote -
Why is it so difficult for you to give us the oppertunity to create delivery notes
How many times have you been requested for the ability to create delivery notes, packing slips is not a delivery note, customer request delivery notes for payments, 3rd party solutions ain`t any solution, because product codes must match. You do a lot of changes to Xero, but you keep on ignoring this request, so many customers of Xero complain about this lack of the program, hire a programmer and for once please get delivery notes option on the Xero, I actually consider it to move over to Sage, they have the option and they are cheaper then you as Xero…
1 vote -
Workpapers
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.
1 vote -
Excel Format of the Reports
It would be helpful to have the reports, once exported to Excel, already formatted, so that the Nil values are shown as a 'dash' as opposed to '0'. This is particularly useful when there is a large report or several reports with lots of data. It is more efficient when it comes to reviewing the figures, and saves having to custom format the individual reports. We have also had clients, who still prefer reports on Excel, ask for reports in this format, it is time consuming having to change, especially when it is a large reporting pack.
1 vote -
1 vote
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Enable use for non-Xero clients
For non-Xero clients, it would be very useful to be able to use workpapers and include the actual account balance from the Client's accounts, rather than displaying the Xero account balance as nil. As a practice, we use Xero workpapers, but not every single client uses Xero.
2 votes -
Xero Query direct import into Xero Workpapers
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.1 vote -
Workpapers in Cash basis
Ability to prepare workpapers on a cash basis is critical to be able to line up with xero reports prepared under Tier 4 cash reporting framework.
1 vote -
Workpapers | Bank - import a statement
a way to switch from the old csv upload in bank statements to the new one as the new one is so much better
1 vote -
deduction
Please create a deduction for payroll that can be linked to a bank account. Currently deductions can only be managed via balance sheet and/or by adding reimbursement to enable it to be transferred via EFT. Quickbooks and some other payroll software have this ability and it makes life so much easier and clearer for the emlployee too.
1 vote -
customer and supplier journals
CUSTOMER AND SUPPLIER Journals needs to be added to the system????? And a proper detailed CUSTOMER AND SUPPLIER DETAILED LEDGER - Without the allocation of payments AND credit note splits with THE ACTUAL DETAIL on the bank and jnls so that one can see what is going on. WITH opening and CLOSING Balances? i have seen HUNDEREDS op people complain about this??? come on XERO? YOU CAN DO THIS/? EVERYTHING else is top notch but your cust and supp ledgers needs to be fixed and one needs to be able to do a proper cust and supp journal entry. especially…
1 vote -
gst workpapers
Fix the GST workpaper so that when data in it changes, all ticks/review confos undo themselves again - just like all the other workpapers.
1 vote -
Analytical review
Ability to amend the analytical review section (or allow more headings than just Revenue, Cost of goods sold and Expenses). Should be able to match the detailed P&L on a set of financial statements so that they can be compared and reviewed. For example, corporation tax appears under expenses and there is no bottom line profit or loss on the analytical review. Have to do a manual calculation to agree with P&L on financial statements.
1 vote -
Practice Manager - Link Jobs to Workpapers
Integrate XWPS with XPM - The XPM job should allow us to enter the period start and end date and this should link to XWPS along with the Partner, manager and staff. We should then be able to go into XWPS directly from that job in XPM. This would reduce having to enter data (period and staff) twice on XPM and XWPS
8 votes -
Workpapers - Ability to set period that workpaper is run across
Workpapers to run for periods (not just years) and for periods ending not on a month end.
The majority of my clients have a year end with 5 April. At the moment i would only be able to run the work papers to 31 March. I also have other clients with year end dates throughout the year.
In addition to this, I can only run the workpapers for a full year. What happens if a business ceases. Often we need to run a set of accounts, and therefore workpapers, for a shorter/longer period.
22 votes -
Workpapers - bulk uploading 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?
1 vote -
Workpapers: Notify when Review is Complete
Currently there are several system notifications in Xero Workpapers however there is not one for when the partner has approved the workpaper pack. This should then send a notification back to the preparer/manager to let them know the job is right to be finalised.
10 votes -
Workpapers - Ability to copy a pack
As some workpapers do not change from period to period and would keep the account breakdown of accounts
3 votes
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