24 results found
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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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.
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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.
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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.
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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.
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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.
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Include quality assurance requirements in standard workpaper pack (like independence sign off)
Can other quality assurance requirements be included as part of the standard workpapers - for example independence sign off ?
This will save us having to address this separately or add it in ourselves in workpaper packs etc3 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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Customise Note Type and Linking
Can we customise the Note Types? Also, a note can only be linked to 1 account code. We would like to have the ability to link a note to multiple accounts, including different account types (eg liability and expense).
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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Fields allowing calculations
In Xero blue manual journals, we can type in formulas and it will calculate the result and make it part of the journal line. I alwasy missed this from the old workpapers so it would be great to have it in new workpapers
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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review
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.
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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