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For accountants & bookkeepers

For accountants & bookkeepers

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92 results found

  1. Would be helpful to have the feature to export customers with last trade date.

    1 vote

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  2. 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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  3. Within the accounts transactions report - include an option for either selecting all all of the profit and loss items or all of the balance sheet items. Instead we have to manually select each tick box for every profit and loss item we need - which is very timely consuming. We were expecting this to be one of the first easier updates that you would have introduced years ago and are still waiting. This is where Sage nominal activity reports trumps Xero reports. Please introduce this!

    1 vote

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

    1 vote

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  6. 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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  7. Opportunity to provide explanations for significant changes in balances (specifically profit and loss items):

    • It would be useful if the PNL review section of Xero Workpapers had an area to incorporate commentary on significant variances or that a balance is not material and therefore no further work on the balance has been performed.
    • This would add value in that you won't have to upload separate documents for each profit and loss line item
    3 votes

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  8. 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.

    1 vote

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  9. 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.

    1 vote

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  10. 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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  11. Kindly would like to suggest adding Original Currency in the Aged Payables and Aged Payable Summary. Would make our reporting preparation easier. Thank you!

    8 votes

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  12. 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....

    1 vote

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  13. 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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  14. 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.

    1 vote

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  15. 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

    1 vote

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

    1 vote

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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.

    0 votes

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

    1 vote

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  19. 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.

    1 vote

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  20. So annoying to open an archived workpaper pack, want to check a document that was attached to an account and you can't! Have to scroll down and find it amongst all of the attached documents from that whole workpaper. Nightmare!

    11 votes

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