34 results found
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Workpapers - Directly attach reports from Xero blue
It would be great it we could select a report from Xero Blue and attach it to a workpaper - eg. Aged Receivables Summary Report to Accounts Receivable. Currently you have to export the report and link. It would save time if you could directly link the report (preferably as a static PDF or to the spreadsheet section?
17 votesHi team, we wanted to return to share that this is something our team are picking up for closer consideration. For now we'll move to In discovery and I'll keep you informed of any news, here. 😊
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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 Notes12 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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Net profit in tax reconciliation should be pre dividends and tax expense (not after)
We use the standard chart of accounts in Xero (so I don't believe it is a coding issue ?) but the company working papers I prepared does not allow you to adjust the net profit/loss (accounting) and it is picking up post tax and dividends which is frustrating.
9 votesThanks team, we appreciate your feedback on this here and I'd like to confirm this is something that our product teams are working on at present.
We'll keep you updated on progress here. 🙏
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Workpapers - Ability to create a journal from within a specific workpaper
It would be very handy to have an option to draft a journal from within a specific workpaper. For example, the client has a number of investments and a slight out of balance. Instead of navigating to the separate Manual Journals or the main workpapers page (to add from the dropdown), it would be handy to have the link within the workpaper.
9 votesHi team, thanks for sharing on your experience with Xero's new Workpapers through this forum. We'd like to update you that our product team are currently developing the ability to create and view journals within specific workpapers.
I will keep you informed of further updates for this, here. 😊
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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"
8 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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Ability to refresh workpapers from any page
Currently we can refresh workpapers from the workpapers, working trial balance, manual journals and settings screen, but when we open a specific workpaper that button is no longer available. Can we have this when working in a specific workpaper. This will save us having to click back when we are making adjustments
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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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 currently7 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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Queries
Where do we find all the Queries/ review notes, etc instead of having to click into each section
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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Specific GST workpaper
Is a GST workpaper being developed or would there be one similar to the GST workpaper in exisiting workpapers? We are onboarding staff to old workpapers so having similar or improved workpapers would be useful.
6 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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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
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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Workpapers - notes to include account name
Within a specific workpaper we have the ability to add a note and select the account code that the note applies to. Can we add the account name in there as well?
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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Headings on Working Trial balance
In the working trial balance, can we get freeze the headings so they are always visible when scrolling down.
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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Column order on Working Trial Balance
Can we swop the LY and CY columns in the working trial balance so that it is consistent with what we see in the workpapers tab (CY first and then LY)
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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Excel integrations vs Attachments
One of the best features in MyWorkpapers is the Excel online integration. When we upload a working paper or source document, it automatically opens in Excel Online, allowing us to use templates such as GST reconciliations or borrowing cost schedules directly within the platform. Any updates made to the spreadsheet save automatically and remain linked to the file, making the process far more efficient than attaching Excel files manually. In Xero working papers, when an Excel file is attached, clicking on it prompts a download; if changes are required, the file must then be edited, saved, and re-uploaded, which is…
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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Workpapers - Show variation of bank reconciliation from closing balance
In the bank reconciliation, it would be great to be able to enter the closing balance per the bank statement, and the workpaper shows any variance.
It would also be great if the bank name and a partial account number could be pulled through to help identify accounts where a client has many bank accounts.
4 votesThanks for participating in the forum here and sharing how we could improve new workpapers further for your use, Adam. Our team are paying close attention to the ideas that are coming through here and we;'ll start to get a sense of others that'd find this flow useful here, too.
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Ability to navigate to other workpapers not just forward and back
Instead of having to go back to the main overview and then select the workpaper, it would be good to be able to have a drop down to select a workpaper as well as the forward and back buttons.
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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Dialog to advise how how much the manual journal is out of balance
When working in the manual journals, you receive a message that the journal is out of balance. It would be great if this message also advised the amount of the out of balance.
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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"Group" Workpapers
Is there a way that we could create a group or a link to all groups within workpapers
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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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"
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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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.
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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