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For accountants & bookkeepers

For accountants & bookkeepers

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102 results found

  1. Ability to attach a document to a specific query on the accountant end.
    Would save us from having to go to the workpaper in order to open the document that the query references. Instead could open directly from the query tab.

    1 vote

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  2. Some banks require the ABN or ACN to be present on all pages of the Financial Reports supplied to them. Currently, the only way to do this is to export the report to Excel and then painstakingly type the ABN/ACN in to every single page.

    There should be an option to toggle this on/off. Alternatively a field type that pulls the ABN from the company file would be suffice to add to the report template.

    Please see attached an example on the footer of a report page.

    1 vote

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  3. The relocation of ‘edit’ on the drop down feature of options within invoicing.

    Reason being, it is far too close to ‘copy’ and on a couple of occasions whilst invoicing I have selected ’edit’ rather than ‘copy’ which has caused some cash flow issues and time explaining to clients where the issue has arisen.

    By simply separating them on the drop down would eliminate the accidental selection. Once selecting ‘edit’ or ‘copy’ the only difference is once changes invoice number and the other doesn’t.

    1 vote

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  4. Currently the SB Pool Detail report contains a large number of columns and the report appears cramped and difficult to read due to the smaller font size.

    It would be helpful to have the ability to change the column order and remove excess or un-needed columns, as is possible for the other tax and accounting depreciation schedules.

    6 votes

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  5. The ability to format workpaper queries - currently when you type in a query you can enter paragraphs and do simple formatting or spacing out of the query to make it more readable, but as soon as you close the query, any spacing out of the query is lost and all the words run into each other making queries difficult to read.

    2 votes

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  6. The PST bill that is generated from the report should included the entire PST collected and a second line to the PST commission.

    1 vote

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  7. 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.

    1 vote

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  8. Xero software
    It would be nice to have VAT reconciled column to say Reconciled Yes/No or VAT reconciled period.

    1 vote

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  9. In the Tax workpaper, allow for extra tax credits - e.g. foreign tax credits (we have a number of non-individual clients who receive these)

    1 vote

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  10. Lock review points.
    Review points should not be able to be edited or deleted especially when done by partner. Manager should be able to respond but not edit or delete the original review point made by someone higher
    😃

    3 votes

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  11. I've been using Xero Workpapers now for 7 years. While I find it efficient and effective, there is certainly room for minor improvements.

    Yet, despite this list of product ideas from users, it appears that Xero hasn't actually made any changes to this product in the entire time that I have used it. Of the 91 product ideas, only 5 have been marked as 'delivered', 3 of which are not specific to Xero Workpapers, 1 was pointing out a feature that has always been there and the last was resulting from the removal of the old xero reporting (not really…

    4 votes

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  12. When editing a report in the financial statements, it would be great if there was an option to preview just that page and not the whole document. Ie if editing balance sheet , have the option to open a pdf of just that page ( but keep the whole doc on a sept PDF- so two options)
    Would just be so much faster to preview the actual page I'm working on, and not having to wait for the whole document to open, than scroll/find the bal sheet

    2 votes

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  13. 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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  14. 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.

    2 votes

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

    1 vote

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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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.

    2 votes

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