101 results found
-
Xero Workpapers - Actual Updates to the Product
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…
8 votesAppreciate feeling that this part of the product hasn't got as much attention as you'd like to see, Colin.
As you may understand some of our product team do look after and develop for multiple areas across Xero. While I can't share any direct works planned for this space atm, I want to assure you that your feedback has been shared back with the team and we are continually reviewing and advocating our customers ideas from the forums here with our product teams.
-
Workpapers - Ability to lock review point
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
😃6 votes -
Workpapers - Balance sheet on analytical review
Include balance sheet amounts on the analytical review, and the ability to add and show comments against each line.
3 votes -
1 vote
-
Client queries - Uploading to specific line item
Xero workpaper functionality that allows clients to submit their query responses against a specific line item, rather than the paper tab. Currently, it is difficult to determine which account the supporting document is for.
24 votes -
Workpapers - Inter-Entity
Xero workpaper functionality that can connect to more than one Xero file to reconcile inter-entity loan accounts, or confirm rental income and expenses, or Div 7A interest and expense, etc.
Eg: Debit loan in Company A, Credit loan in Trust B - can link both totals to see at a glance the loans match on both debit and credit sides.
Entity A pays related-party rent to Entity B - link B's income and A's expenses to see at a glance that the amounts are correct on both sides in both files38 votes -
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 -
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 -
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 -
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 -
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
5 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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.
10 votes -
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
5 votes -
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
- Don't see your idea?