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97 results found

  1. Workpapers - GST and PST bills should generate the date of the end of the period reported

    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.

    2 votes
    submitted  ·  0 comments  ·  Workpapers  ·  Admin →
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  2. Reports - Add 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…

    32 votes
    23 comments  ·  Workpapers  ·  Admin →
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  3. Workpapers - Allow Document button to be used in Archived workpapers to see documents for that account

    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!

    13 votes
    submitted  ·  1 comment  ·  Workpapers  ·  Admin →
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  4. Workpapers - Show tracking in GST(NZ)

    It would be fantastic if the GST return workpapers could also include tracking, especially if we're tracking more than 1 item.

    1 vote
    submitted  ·  0 comments  ·  Workpapers  ·  Admin →
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  5. Workpapers - Update text flags for icons

    Update the text flags for the reconciled/completed (etc) flags in workpapers so that they change if an item is marked as complete or not (i.e. the wording changes from Not Completed to Completed once flagged). This would assist staff who are colour blind or have other vision impairments that mean that they can't see the coloured flags but instead could hover over the icon to see if an items was completed or not.

    1 vote
    submitted  ·  0 comments  ·  Workpapers  ·  Admin →
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  6. Workpapers - Integrate with the Xero trial balance

    Integrate workpapers module into Xero with direct links to the Xero trial balance. Importing the trial balance is impractical and time wasting and the allocation of the account balances within workpapers is dependant on the report code allocations. You should have to option to view all the account balances and the net profit or loss from the trial balance when viewing workpapers to ensure all balance sheet accounst are included.

    87 votes
    submitted  ·  7 comments  ·  Workpapers  ·  Admin →
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  7. Workpapers | Profit and Loss Review - Commentary on Variances

    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
    4 votes
    submitted  ·  0 comments  ·  Workpapers  ·  Admin →
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  8. Workpapers - Carry existing packs forward when creating new ones

    The entire workpapers function is inefficient and burdensome. It would be much better to have packs carry forward when creating new packs so that you don't have to add all the notes and work papers back each time. When you roll a work paper pack, having to check & uncheck all the irrelevant sections is a waste of time that would also be alleviated by just being able to roll the prior period pack. The ability to use excel sheets with linked data to the accounts in Xero would be greatly beneficial. Another aggravating and time consuming issue is not…

    14 votes
    submitted  ·  2 comments  ·  Workpapers  ·  Admin →
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  9. 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.

    38 votes
    submitted  ·  2 comments  ·  Workpapers  ·  Admin →
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  10. Reports - Summary breakdown on VAT report

    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.

    5 votes
    submitted  ·  2 comments  ·  Workpapers  ·  Admin →
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  11. XPM Workpapers - Show account Review Point relates to in the section at the bottom of workpaper

    Currently, if I am looking at a Workpaper and I click on the Flag next to an account, I can add a Review Point for that account.

    That review point shows up in the list at the bottom of the workpaper.

    If I click the flag next to the account, I can see the review points that have been added to that account... but I can't see the replies to those review points and nobody can reply to them from that area.

    I have to scroll down to the bottom to reply to the review point.

    When I get to…

    6 votes
    submitted  ·  1 comment  ·  Workpapers  ·  Admin →
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  12. Workpapers for Individual Tax Returns

    Workpapers for Individual Tax Returns - I'm new to workpapers and am still figuring it out. But they seem to be very ledger orientated. It would be good to have workpapers for Individual Tax Returns for entities that don't have a Xero datafile. For example - say salary and wage return. Linked to the tax return to show deductions and income ie - you have that union receipt, the basis you've calculated that work from home deduction, you have that buy/sell statement for the shares sold.

    9 votes
    2 comments  ·  Workpapers  ·  Admin →
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  13. Workpapers | Depreciation Schedule - Include fixed asset numbers

    Please add in the fixed asset numbers in the new depreciation schedule. The old report had this and it made it very easy to review and reconcile. This feature is very much needed. Thanks

    11 votes
    submitted  ·  2 comments  ·  Workpapers  ·  Admin →
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  14. Reports - Sort Activity Statement "Transactions by Rate" by account code

    The ability to sort Activity Statement "Transactions by Rate" report by 'account code'. This makes the detailed report much easier to review and pick up mistakes. MYOB has always had this function and it is a good time saver. Much easier to look through the report

    5 votes
    submitted  ·  1 comment  ·  Workpapers  ·  Admin →
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  15. 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.

    28 votes
    submitted  ·  0 comments  ·  Workpapers  ·  Admin →
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  16. Workpapers - PAYG Instalments section (issue with June CY on Balance Sheet rec)

    On the Income Tax workpaper, the first section Tax Provision per P&L has a Less PAYG installments (sic) section.
    Xero prefills the dates (e.g. for 2020 FY workpapers):
    September 2019
    December 2019
    March 2020
    June 2020

    All good so far, you can enter the PAYG Instalments that will be included on the tax return.
    The final line FY20 Tax to pay/(refund) then agrees to the company tax return.

    The second section Balance Sheet Income Tax Reconciliation has a Less PAYG installments (sic) section.
    Xero prefills the dates (e.g. for 2020 FY workpapers):
    June 2019

    This is good, June 2019 instalment…

    4 votes
    submitted  ·  1 comment  ·  Workpapers  ·  Admin →
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  17. Workpapers - Ability to use Custom Excel Templates

    It's been mentioned previously but seems to have fallen off Xero's radar - the ability to use our own Excel workpapers within Xero workpapers would be fantastic.

    153 votes
    2 comments  ·  Workpapers  ·  Admin →
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  18. Workpapers - Add Next button to bottom of page

    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

    4 votes
    submitted  ·  0 comments  ·  Workpapers  ·  Admin →
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  19. Workpapers - 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.

    12 votes
    submitted  ·  0 comments  ·  Workpapers  ·  Admin →
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  20. Workpapers (UK) | CT Workpaper - Marginal Tax relief

    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.

    3 votes
    submitted  ·  0 comments  ·  Workpapers  ·  Admin →
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