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New Xero Workpapers

Welcome to the new Xero Workpapers forum! This is the place for partners to share their experience and feedback.
Your insights are essential for shaping the future of this solution. When submitting your ideas, please be as detailed as possible and always include your region. Tell us specifically what impact your suggestion would have on your practice and how it would improve your workflow.

New Xero Workpapers

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How could Xero improve the new Xero Workpapers solution?

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6 results found

  1. 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.

    18 votes

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    2 comments  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, this has now been released! You'll find Net profit has been updated to be pre-dividends, and can be manually overridden, and you'll get a warning when it's been overridden. 😊

  2. 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.

    14 votes

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    2 comments  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Excellent to see you've already noticed the update, Bradley! This has just been released today.

    You can now work the way you like with visibility over adjustments and adjusted balance directly inside the individual workpapers and the Working trial balance.

    You're also now able to add journals from both the working trial balance and inside individual workpapers. 😁

  3. Working Trial Balance - Links

    Can we have a link to "workpapers" & 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"

    7 votes

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    1 comment  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we'd like to confirm that the links to workpapers are now available within the new solution.

    As mentioned in my last update our product team are still considering hotlinks to Xero reports and I have split this idea so we can share any updates on this separately here.

  4. Workpapers - Freeze, or floating headings on Working Trial balance

    In the working trial balance, can we get freeze the headings so they are always visible when scrolling down.

    7 votes

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    0 comments  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks again for contributing ideas about new Workpapers and sharing with us here, team. Happy to share this is an idea that our product team zoned into quickly and have released an update. Now headings in the Working trial balance view will remain visible as you scroll the page 😊

  5. 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 off

    6 votes

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    0 comments  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we're pleased to share another update with you here. Now, along with the existing option to choose and export selected workpapers , there is now an option to 'Export workpapers except N/A' to better suit your needs here 😊

    Thanks again for your engagement here.

  6. Setting up workpapers doesn't stop

    Started to have a look and am stuck on the Setting up Xero Workpapers screen. It says:
    Setting up Xero Workpapers...
    This may take a few minutes.
    Don't refresh or close this page.
    Its been over an hour. An suggestions?

    1 vote

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    3 comments  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising this with us here, Michael. We appreciate the issue some partners were experiencing in the new Workpapers set up flow and I want to confirm that our product team have recently released a fix for this. 😊

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