97 results found
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Workpapers - Prepare on 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.
10 votes -
Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation
The ability to change the term of the write off schedule in the Borrowing Costs/Amortisation workpaper for situations where clients have loans of a longer or shorter term than the set 60 month period.
3 votes -
Reporting - report to determine royalties that are due on some products that are sold.
We need a report that is cash basis and can have number of items sold during a time period. This report also needs revenue totals and allow a tracking category. Essentially this is to produce a report to determine Royalties that are due on some products that are sold.
6 votes -
Workpapers - Link prepaid Borrowing costs from the Balance sheet to the Borrowing Costs workpaper
Wouldn't it be great to be able to link the Prepaid Borrowing Costs from the Balance sheet to the Borrowing Costs working paper and have a journal entry that filters through to Xero for the annual write off amount. This is a such a simple thing that would once again save time when it comes to processing.
3 votes -
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
17 votes -
Reports - Add Spend /Receive Money report
If I had a spend / receive money report I could just review it against my AR and AP reports.
3 votes -
Workpapers - Client Queries
We are using the 'Client Queries' function for the first time this year.
In Workpapers, each time a request for information is sent to a client, the 'Queries History' logs that an email was sent to the client, however there is no record of the content of the email sent for the client.
We usually would save all emails to clients on file so that anything can be clarified if needed, but have noticed there is no ability to view the email content.
3 votes -
Workpapers - Integration of bank statement request portal
Integrate a bank statement generator into bank feeds so accountants and bookkeepers can send a request directly to the clients bank for a bank statement for quarterly bank reconciliation. Pre-approved by client when bank feed integration is setup. Alternatively, automated bank statements per quarter generated and uploaded to Xero via bank automation.
106 votes -
Reports - Add average for the account in General Exceptions report
Can there be a date period added to calculate the averages on this report?
We do not find "The average in the account is calculated based on all transaction lines in the account for the life of the organisation" to be of use unfortunately.2 votes -
Workpapers - Ability to add more users
Sometimes we have more than three people working on a job and currently Xero only allows for one preparer, manager and partner on a job. It would be good if we could have more flexibility in this area.
69 votes -
Workpapers - Bolder highlight for PDF attachments
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 -
Reports - Add account name in Account Transactions report
Would it be possible when pulling account transaction reports from Xero to add the account name, instead of having it say Account Transactions?
3 votes -
Workpapers - Add 'Go to Query' link for internal and review queries
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.
2 votes -
Reports - Remittance report
I would like to produce a remittance report that details which invoices the credits have been allocated to
2 votes -
Workpapers - Option to show Decimal Places
When using Xero Workpapers, it imports the figures across from the Xero client file without decimals. Therefore, when I'm comparing these figures in Workpapers to client reports and bank statements these are often slightly out.
Can you please update Workpapers so that there is an option to show decimal places?
24 votes -
Workpapers - Rearrange support documents in workpaper
Support documents uploaded to a workpaper are listed at the bottom of a workpaper in the order they are uploaded in, it would be a handy feature to be able to reorganise uploaded documents as needed for ease of review and keeping items in say account or alphabetical order.
78 votes -
Reports - Duplicate draft reports
Option to duplicate draft reports, so that working from previous period can be retained.
2 votes -
Reports - Merge columns
The ability to merge columns in xero - specifically the General Ledger Summary report to merge the Account name and number.
2 votes -
Workpapers - Include square metre rate calculation for home office workapapers
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…
5 votes -
Workpapers - Import client Trial Balance
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.
5 votes
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