41 results found
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Workpapers - Post a journal without creating a draft
Manual journals have to be saved as a draft first. Then they need to be edited to be posted. This is an unnecessary step. Or if it is required, it should be role based.
6 votesThanks for the feedback, Susan. Appreciate how this change could help you speed up your processing of Workpapers.
For now, it'd be good to get a sense of interest from others that'd also find this useful.
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Workpapers - Add amount out by balance to manual journal message
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.
6 votesThanks for sharing your feedback, Bradley. Our product team are watching the feedback for new Workpapers here closely.
We'll keep a keen eye on the interest for this and let you know if there are any updates.
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Workpapers - Manual Journal show full history of edits
The system currently does not display who posted the journal in either XWP or Xero (specific user).
Updates made to journals in Xero are not reflected in the XWP Manual Journal Summary.
Additionally, XWP only allows journals to be voided—there is no option to delete them.
4 votesThanks for your feedback around this functionality in the new Workpapers experience, we really appreciate the time taken to add your thoughts. Your idea is now being 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 - Create groups for Workpapers
Is there a way that we could create a group or a link to all groups within workpapers
6 votesThanks for sharing your idea, Michaella! It's great to hear what improvements would help in new Workpapers.
We'd like to gauge the interest from others in this here and I'll let you know if any plans are made for groups.
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Workpapers - Make the button to notify preparer / reviewer more prominent
Mak the button to notify preparer / reviewer more prominent. The notifications are buried in a menu make them more prominent so the reviewer and preparer can notify each other when tasks have been completed
5 votesHi everyone, thanks for showing your support in this idea. Paying close attention to the feedback in this forum our product team have picked this up and are now working on improving the visibility of this button in the new solution. I'll be back to share as soon as I have more news 😁
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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"
5 votesHi team, thanks for your inputs here. This is an idea that our product team are exploring and considering how they improve the collaboration. For now we'll shift into discovery and I'll share when there is more news around this.
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New Workpapers - Send Client Queries
We need to be able to send the Client Queries to a client.
The old Xero Workpapers allowed us to send a notification to a client's email, and the client would answer the queries and upload their documents which would be automatically imported into the old Xero 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.
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 - More options for Comparison Period
When preparing monthly or quarterly workpapers, we would like to be able to select the comparison period as last month, quarter or end of last financial year. Not just the same period last year.
3 votesHi Susan, great to hear your feedback on the comparison periods in Workpapers here.
As we continue to develop this new product we're keeping a keen eye on the interest ideas in this forum are building and I'll let you know if there are any changes planned for this, here.
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Workpapers - Create income tax journal from within Tax reconciliation
In the old workpapers, you had the ability to generate the income tax journal to post to the Xero file. It would be very useful to have this option again in the new 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.
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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Xero Workpapers - Quick Access Dropdown for All Accounts
Consider enabling account-level access via a dropdown menu to improve usability, instead of having users open each individual code category.
3 votesWe appreciate you sharing your idea and letting us know what changes are most important to you.
We've completed our review, and now it's time for the community to show its support!
Please share your idea with colleagues who might find it useful and encourage them to vote. Community members can also add comments to expand on how your idea would improve their experience using Xero.
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New Workpapers - Export to a ZIP file
The export produces a single PDF. It would be preferable if the export could instead provide a ZIP file containing the individual documents.
3 votesHi April, thanks for bringing this idea to our attention. Again your contributions are greatly appreciated in this process. Your idea is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here, once they've reviewed the idea.
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Workpapers - Option to delete Manual Journal
The system currently does not display who posted the journal in either XWP or Xero (specific user).
Updates made to journals in Xero are not reflected in the XWP Manual Journal Summary.
Additionally, XWP only allows journals to be voided—there is no option to delete them.
2 votesHi April, I've just split this from your original idea here so we can gauge interest in being able to delete a Manual Journal separately.
Currently it's possible to Delete a Manual Journal while its in Draft, but like you noted can only be Voided once posted.
We'd like to get a better view of the interest in this from your idea here, and I'll let you know if there are any updates. Thanks!
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Franking Credits Workpapers - Ability to add dates
The franking credits workpaper is very handy but is almost pointless when preparing the tax return as you need to go back to the source documents to obtain the dates of payment. When ideally prefilling from the Tax Office, having the dates come through or being able to add the dates manually will assist with compiling the tax return.
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.
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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Income tax workpaper - Line for prior year tax paid
The income tax workpaper has the balance sheet workpaper. Unfortunately, you have to add an 'other adjustment' to record the prior year tax payment. It would be very helpful to have at least one line called 'prior year tax paid'.
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.
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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Working Trial Balance - Adjust order
To improve clarity and usability, please consider reorganizing the layout in the following order: Assets → Liabilities → Equity → Revenue → Expenses.
In addition, including a Net Profit/(Loss) summary at the bottom—or displaying Current Year Earnings within the Equity section—would provide users with a clearer financial overview.
2 votesThanks for your continued support and feedback of the new Workpapers experience. We rely on your feedback to ensure we build the best product for our customers. 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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Prepayment Workpaper - Amortisation calculation
The prepayment workpaper should have the facility to calculate the amount to amortise which was there in previous Xero Workpapers.
2 votesHey thanks for raising this Idea with us regarding amortisation options in the New Workpapers calculator. We have reviewed this and moved it to Gaining Support, this means that others can vote and comment on this Idea. We will be watching the progress of this Idea and any updates will be posted here. Thanks again we appreciate your feedback on the New Workpapers.
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Refreshing the data causing more work
We need the ability to be able to see which accounts have changed when we refresh the data as the work flow at the moment makes it more cumbersome for example:
- preparer drafts manual journals > marks as ready for review
- reviewer reviews and says everything looks good ok to post manual journals
- preparer posts manual journals and updates the status of everything to ready to review as they go and then when they refresh everything goes back to rework required
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Workpapers - Display variance amount for updated account balances
Whilst the 'Updated' yellow tag on the Workpaper and specific account is useful, it would be an improvement to also show the difference between the approved workpaper and the new updated account balance after the balances have been refreshed. It will make it very simple to identify the updates needed for the workpaper.
1 voteHi Chris, thanks for sharing your thoughts on workpaper variance displays. It’s helpful to understand how seeing the difference between approved workpapers and updated account balances could support your workflow.
The community team has reviewed your idea and moved it into Gaining support, so it’s now open for votes and comments. If you’re able to add a bit more detail about your use case, it may help others understand the value and give the product team clearer context.
We’ll let you know if anything changes as the idea progresses.
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Workpapers - Ability to Rollover manual journals
It would be extremely useful to be able to roll over manual journals in draft within the workpapers pack. We have a number of situations where this would be very handy: recording FBT contributions, recording dividends, recording income tax expense, recording trust and partnership distributions. Just having the journal in draft to potentially use would save a lot of time when you have multiple lines to setup.
1 voteHi Bradley, our product team have reviewed your idea and while this isn't in the immediate pipeline we'd like to look into this deeper in the new year.
I'll let you know when there are updates to share for you here.
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Workpapers - Limit in File size attachment
Encountered an error saving large files (e.g. Deeds) – limit appears to be 21MB per file.
1 voteThanks for bringing this to our attention April, again your feedback is incredibly helpful when assessing our users experience. This is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here.
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