41 results found
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Workpapers - Option to add work papers to other workflows.
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.
25 votesThanks for raising this idea for us April, you continued contribution is greatly appreciated. This idea has been merged with another very similar idea from the New Workpapers beta forum so we can gauge correctly how this functionality would benefit. This will be assessed by our product team. 🕵️
Once they've reviewed the idea we'll share the outcome and update everyone, here.
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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?
30 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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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 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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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"
16 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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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.
13 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.
13 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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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?
13 votesThanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.
We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.
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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.
12 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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New Workpapers - 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
12 votesHi 👋 thanks for continued feedback on the New Workpapers. This particular idea has been moved to Gaining Support, which will allow others to vote and comment! We will be keeping a close eye on the Ideas coming through and will update here if there are any changes. Again we appreciate each and everyone who has participated and added their feedback.🙂
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Workpapers - Ability to navigate to other workpapers
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.
13 votesAppreciate the feedback on our new Workpapers here, team. Our product team are tracking the feedback for improvements closely and I'll share if there are any updates.
For now, we'll continue to see the attention this idea builds.
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Workpapers - 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
13 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.
13 votesHi team, we appreciate your feedback as you get stuck in to trying our our new Workpapers. Our team have been monitoring feedback closely and I'd like to share that we're in the process of developing a GST Workpaper in our new solution. We'll be back to share once it's released. 😊
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Workpapers - Link notes to mulitple accounts
We would like to have the ability to link a note to multiple accounts, including different account types (eg liability and expense).
9 votesHi team, we have split this idea from the original raised across here.
Our teams are watching the interest for changes in Workpapers through the forum here, and I'll make sure to let you know if any plans are made for this.
For now, we'd like to continue to track the interest in this. Thanks
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Workpapers - 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)
10 votesGood to hear about the changes in new Workpapers that would be impactful to you.
We have a close eye on the idea here and I'll be sure to share if there are any changes planned.
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Workpapers - Ability to customise Note Type
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).
8 votesAppreciate hearing what features would be useful to you in new Workpapers, team.
It's best to keep each idea in the forums separate so we can track demand and keep you updated on each.
I've created another for the ability to link to multiple accounts here, and we'll track the interest for customising the note type through this idea.
I'll let you know if there are any plans made for this.
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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.
7 votesHi community, appreciate the desire for more formatting in new Workpapers and this is something our product team would like to explore more but with a few other items in the pipeline atm isn't road mapped just yet.
We'll continue to gauge the interest in this idea and as soon as there are updates I'll share with you all, here.
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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 votesThanks for the feedback, everyone. Appreciate wanting to easily view headings as you work within the Working Trial balance.
Totally get it's not a solution when you're mid work but in lieu of this atm you can use the 'Home' key on your keyboard to quickly navigate to the top of the page and view headings.
We'll keep an eye on the support in this and share if there are any updates.
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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
6 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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Workpapers - Multiple approval levels
Have at least 3 people to sign off the workpaper - Preparer, Manager and Partner (Similar to the old WP
5 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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Workpapers - 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 etc6 votesWe're grateful for your feedback on the new Workpapers, Stacey. It's really good to get an understanding of improvements that w0oulkd be most useful.
For now, we'll get a sense of the interest from others using this product here and I'll share if there are any updates.
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