11 results found
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Workpaper for non Xero clients
It would good if we could create workpapers for non Xero clients and clients that are not attached to our Adviser account, like could be done in the old workpapers. At the moment we can only create workpapers for Xero files attached to our Adviser account.
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.
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Workpapers for non Xero individuals
Can we make a workpaper for Individuals - not on Xero
This is handy as they are likely connected to a group & we will need to submit the group to a partner for review (Handy to have all in the group in the Xero - Workpapers), in the old we created this for ourselves but cannot see how to currently3 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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Add New Custom Workpapers
made our own custom workpaper for BAS's that we complete each Qtr. ready to add to year end.
made our own custom workpaper for A workpaper that we attach our firm's Excel workpapers / excel GL that we can put notes on
made our own custom workpaper for Partner Review Notes5 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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Delete/Adjust WPs
How do we delete "workpaper" - e.g. added twice or no longer required, or added incorrect WP pack, etc.
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.
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Export - Workpapers
When we export the workpapers, can empty sections (e.g. "wages") not export (this makes the archived pack too bulky)
We like to save a PDF of WPs to our system once signed off3 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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Journals
Can we bring in all Journals made in the financial year not just what we create in workpapers (I picked a job we have completed to test, to see what we might like to see & this is something that would be handy, so we don't double up JNLs), also shows that the system will talk back & forth
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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Queries
Where do we find all the Queries/ review notes, etc instead of having to click into each section
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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"Group" Workpapers
Is there a way that we could create a group or a link to all groups within workpapers
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.
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Workpapers Tab - Analytical Review
Can we have a spot that we look at all workpapers, instead of having to click into each, this is something that reviewers find frustrating & creates a barrier for older partners (less tech inclined) - like the old ones "Analytical Review", if you don't add a link on "Working Trial Balance",
This is if we cannot have the links in the "Working trial Balance"
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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Working Trial Balance - Columns
Can we have the ability to hide or adjust size/ minimise "reporting codes" & "adjustments", "Adjusted balance", "Variance" & "Assignee" - making this more customisable for easy review & based on what is important for each person.
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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Spreadsheet - Functionality for basic equations
Does the spreadsheet function have the ability to add/sum etc? Or is that still in the pipeline?
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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