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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.
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New Xero Workpapers

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How could Xero improve the new Xero Workpapers solution?

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4 results found

  1. Workpaper Due Date

    The ability to change the workpaper due date. Maybe even add in a start date?

    At present the due dates are added when you set up the workpaper and you can't adjust them.
    Ideally the due date will be XX weeks after you start the pack, which would hopefully be when you have enough information to start. When you can't change it means no one can set up the workpapers in advance.
    At the moment that column is useless

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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    submitted  ·  System responded

    Thanks 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. 🙂

  2. Change the supporting balance variance to a $ value instead of a percentage

    I don't see the need for the percentage variance for the supporting balance. Changing the supporting balance variance to a $ value makes more sense. It could then be used to assist with year end alignment journals.

    1 vote

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    submitted  ·  System responded

    Thanks 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. 🙂

  3. Attach documents to workpapers and or checklists

    We already have firm templates and it would be great if they could be added to workpapers or more specifically - added to checklist items.

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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    submitted  ·  System responded

    Thanks 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. 🙂

  4. The ability to create groups or sub categories within a workpaper

    Would love the ability to categorize or create sub-groups within a workpaper. From a reviewer perspective, it would make it easier to cross check balances to supporting calculations where we already have summarised workpapers. This is especially relevant if there are different types of accounts allocated to a workpaper - i.e. under loans you could have bank loans, related loans or hire purchase agreements.

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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    submitted  ·  System responded

    Thanks 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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