42 results found
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ATO Account/s link for reconciliation purposes
Have an ATO account link to be able to reconcile the Xero account for the ATO Activity Acount and respective ATO Income Tax Account - and if relevant FBT account, etc.
6 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Make easier for reviewer
Can we have the pdf link next to each account code and a button next to it for the reviewer on the working trial balance page.
Currently reviewer has to click too many times to sign off that they are spending as much time as processor.Reviewer needs this to be simple and quick.
5 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Additional Workpapers
Consider adding workpapers for Inter-Entity Loan, Wages, Div 7A, TPAR, Super Payable, BAS, and GST to provide a more comprehensive set of templates for common compliance and review areas.
4 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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History Audit Trail
The History or Audit Trail currently only shows the latest update. It does not include timestamps or user details indicating when a file was attached, who attached it, or other activity logs. Including this information would improve transparency and tracking of changes.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Manual Journal
The system currently does not display who posted the journal in either XWP or Xero (specific user).
Updates made to journals in Xero are not reflected in the XWP Manual Journal Summary.
Additionally, XWP only allows journals to be voided—there is no option to delete them.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Working Trial Balance
To improve clarity and usability, please consider reorganizing the layout in the following order: Assets → Liabilities → Equity → Revenue → Expenses.
In addition, including a Net Profit/(Loss) summary at the bottom—or displaying Current Year Earnings within the Equity section—would provide users with a clearer financial overview.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Workpaper
Consider enabling account-level access via a dropdown menu to improve usability, instead of having users open each individual code category.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Workpaper Export
The export produces a single PDF. It would be preferable if the export could instead provide a ZIP file containing the individual documents.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Limit in File size attachment
Encountered an error saving large files (e.g. Deeds) – limit appears to be 21MB per file.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Status per Accounts
Preparers cannot flag status per account — status applies to the whole category. While notes can be added per account, it’s not easy to see which are ready for review and which ones are with queries.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Prepayment amortisation calculation
The prepayment workpaper should have the facility to calculate the amount to amortise which was there in previous Xero Workpapers.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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WP marked as "Not Applicable" should be skipped.
If a WP marked as "Not Applicable", it should be skipped. Once we click on the button for next wp, the wp which is "Not Applicable" for the particular job, should be skipped & system should take us to the next wp.
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Automatically Mark the workpaper as completed
In a selected WP e.g. in current liabilities, there are "Super Payable" & "PAYG W". Once, we mark off both as completed, the Current Liabilities WP should be automatically marked as completed. Similarly, it should remove the status of "Completed" once there is any change in the individual workpaper.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Working Trial Balance - Hotlinks to Xero reports
Can we have a "Xero Hotlink" next to each account (similar to old Wp's) - The reason why is that the reviewer does not want to spend much time reviewing, this would help speed the process & for Processors we can see what is within the account, not just the "adjustment"
13 votesHi team, appreciate the interest in links and hotlinks for workpapers. This idea has been split from the original so that we can track interest in hotlinks specifically through this idea and share any updates.
This is currently a feature that our product team are considering and we will move the idea to In discovery. We will share any further news of this, here.
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Workpapers | Income Tax - Reduce column width in L
A little UI matter, I know the column widths will scale depending on the window size; however, when I go into the Income Tax workpaper, the spacing seems quite wide even in a smaller split-screen window. It would be nice if the column widths were narrower
4 votesAppreciate the feedback, Adam. Our product team are staying close to the feedback we're receiving on the new workpapers solution so I'll keep you updated hear if there is any change planned. For now we'll get a sense of others in community that support this too. Thanks
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Select Comparison Period
When preparing monthly or quarterly workpapers, we would like to be able to select the comparison period as last month, quarter or end of last financial year. Not just the same period last year.
3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Workpapers Spreadsheet - formatting, cell selection, size of sheet
Can the spreadsheet have more formatting options - like borders so that you can have a top and bottom border on a total cell? Bold type?
Also, it needs more functionality like being able to select the range of cells to sum =sum(select cells using mouse) instead of manually typing in the range.
When you copy and paste from Excel formatting is lost and you cannot add additional lines past where the data pastes if past row 20 (The data itself can paste to additional rows). If data goes to row 19, you cannot insert additional lines past 20 either.
6 votesThanks for sharing your feedback on the new Workpapers experience, and letting us know how the the changes are working, or not working, for you.
We've moved your idea to gaining support so the wider community can get behind and support it. Our Product team appreciate the comments and ideas and will look at the feedback and comments and use this information to improve our customers experience with Xero.
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Workpapers - Apply status options to the whole workpaper
The Status options (Completed, ready for review etc. ) apply to the whole workpaper, for example Current Liabilities. Is it possible to apply a status to each individual account within that workpaper, ie so that as you are reviewing you can mark each account as completed or rework required as you go, instead of the status applying all accounts within that workpaper.
7 votesThank you for the feedback on the new Workpapers experience. We've reviewed your idea and now it's up to the community to get behind and support it. We really appreciate the time taken and the input of our customers and encourage you to share your idea with any colleagues that this could benefit so they can add their vote too! This is invaluable to our Product team. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Workpapers - Multiple approval levels
Have at least 3 people to sign off the workpaper - Preparer, Manager and Partner (Similar to the old WP
4 votesThanks for sharing your feedback on new Workpapers with us here! It's super valuable to the team as we continue to develop this space.
Our product team have picked this idea up and are actively working on providing a second layer of review/approval for Workpapers.
I'll come back to share when you can start making use of this additional step of review.
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Hide 'N/A - not applicable' workpapers or be able to change the workpaper code to custom sort
A function whereby we can either toggle hide/unhide on workpapers that are 'N/A - not applicable' would be very useful. Or at least the ability to amend the workpaper codes so 'N/A - not applicable' workpapers can be custom sorted to the bottom of the pack, out of the way
7 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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