58 results found
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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 -
Tax Workpaper - Imputation credit for "tax provision per P&L"
Hi there,
Is there any way you could please add the the balance entered into imputation credits in the "tax provision per P&L" section of Workpaper to flow through to the "Balance sheet income tax reconciliation"
21 votes -
Workpapers - Highlight accounts that need attention
Would it be possible to integrate a feature where the workpapers notify the user that there may be Xero accounts that have balances in the relevant year that have not pulled through to any of the workpapers being used (say for example because the report codes mapping for a new account has not been set up properly)?
21 votes -
1 vote
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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 - 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 -
Workpapers - Import of document packs
After receiving the year end document pack with Financial Statements and Tax returns signed from the client, I'd like to be able to immediately import this into the Financial Statements and tax returns area of Workpapers.
13 votes -
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 -
Workpaper | Fringe Benefits - Motor Vehicle private use
Have a workpaper for motor vehicle private use adjustments with calculators for FBT, logbook, and mileage reimbursement. Be able to have more than one like the home office workpaper does. And have this roll forward like the home office one does so that you can see the method used by the client and the FBT/logbook values etc.
15 votes -
Payroll Reporting - Year to date verification report utilising STP
Include Reconciliation to payroll and ATO reporting category
5 votes -
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 -
Workpapers - Ability to edit Internal queries
Ability to edit review point, internal query and client query responses.
Currently once you click reply to an Internal Query or review point or client query in workpapers there is no option to edit. This is frustrating if you make a spelling error or accidentally respond to the wrong query. It would be great to have the ability to be able to edit these responses if necessary.
4 votes -
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 -
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
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