99 results found
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New Workpapers - Send out client questionnaire/queries
Will there be the ability to send out a questionnaire of all the items needed and answers to questions that the client then submits back to signal the start of the annual reports, like there currently is with the old workpapers? This is important so we can keep it all, including their responses within the workpapers rather then having to do a manual checklist to send to them.
Also, the ability to send this process in bulk to many clients with the same balance date is a must to be efficient with time - it used to be available in…
3 votesThanks 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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Workpaper custom set up - Checklists
When amending the Workpaper templates, it would be useful to be able to "edit" the checklist items without having to delete them and reset them.
It would be useful to be able to set the order of the checklists rather than defaulting to alphabetical.
It would be useful to be able to prepare a personalised checklist in this space as well.
We tend to tweak items from time to time. NOT reset them.
If this can be included as an individual feature as well that would be good. As some clients do not require these items to be done.
3 votesThanks 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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Automatically download the bank statements from the bank feed
Automatically download the bank statements from the bank feed
3 votesThanks 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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in the Workpapers dashboard, ability to change Status
Currently it defaults to In Progress and I can't seem to change that? At least in Old Workpapers we had On Hold, which we used if there were queries with the client and the job was stalled. And Done, when it was out for signing and waiting for the workpapers to be signed off. It would be really handy to a) be able to customise the Status, and then b) change it.
Also I tried the Notify feature and that didn't update Status to Ready for Review either
Otherwise looking at my client view of all workpapers in progress, we…2 votesThanks 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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Add Refresh button inside workpapers
Moving from Classic Workpapers to the new one made some UX components harder to do, such as refreshing data, one needs to go in index page to refresh now.
3 votesThanks 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 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"
7 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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Workpapers - I don't need a whole other workpaper for one account (Wages)
It's bad enough having 3 workpapers for the profit and loss... I can't change where any of the accounts go and now Wages (1 account) is split off into its own 😅
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.
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 - make ability to link documents/URLs to every line of Income Tax workpaper
There is no ability to link documents/URLs to lines on the Income Tax workpaper.
We need that ability so we aren't scrolling down looking for the supporting documents...
It's so obvious.
4 votesHi Sam, thanks for sharing your thoughts on adding document linking to Income Tax workpapers.
We’ve taken a look and moved your idea into Gaining support, so it’s now open for others in the community to vote on and weigh in. If you’re able to share a bit more about how you’d use this, it could really help others see the value - and give the product team a clearer picture too.
We’ll keep you updated as things progress.
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Manual journals come up with an out of balance when there isn't one
I sporadically have an issue where the manual journal will balance but I am unable to post as it believes the journal is out of balance. Only work around is to post directly in the Xero file
2 votesThanks 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 - change Variance to Change or Movement (it is not a variance, it is a movement from one year to the next, which is expected)
It's bad enough that new Workpapers only show "Variance" for CY vs LY rather than CY vs supporting Workpapers (the whole point of workpapers).
This is not a Variance... it is a Change or Movement.
Variance is defined as:
- the fact or quality of being different, divergent, or inconsistent
- the state or fact of disagreeing or quarrelling
- a discrepancy between two statements or documentsYou'll notice that these all suggest a variance is not good (it's a difference of facts, quality, disagreement, discrepancy).
In the accounting world we try to solve or explain variances. A change or…
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.
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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New Workpapers - The ability to set up new accounts when preparing a journal in new Xero workpapers
In the create journal window of the new workpapers, it would save a lot of time if you had the ability to set up new accounts there rather than back and forth into the Xero ledger. Also it would be nice if the chart of accounts updated with changes from blue Xero when posting journals in the new 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.
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 - URL linking needs to have higher maximum
There is currently a limit on the length of the URL linking - this needs to be removed or increased.
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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Pasting in from the snipping tool - critical function for us.
Our firm uses the snipping tool to snip in the source documents/balances. It would be fantastic if you could copy and paste into the new workpapers (without having to save and upload).
2 votesThanks 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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Enable a link to a Job Number as an option
Allow a link to a Job Number if job has been created
2 votesThanks 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 - Show attachments in Supporting Documents section
When documents are attached to line items, could they please also show in the Supporting documents section? Currently, they only appear again if you click the line item.
For example, on the Bank Reconciliation workpaper, a statement has been attached to each bank account line, but when the workpaper is opened again, you only know something is attached due to the icon under Actions. You have to click on the line item for the supporting document to appear below (which isn't intuitive).
Everything attached should show in the Supporting documents section, as per the old Workpapers.
2 votesThanks 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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New Xero Workpapers - Delete and modify period of Workpapers created in error
I created a new Workpapers and selected the financial year (eg. 1 Aug 2024 to 31 Jul 2025) during creation, but after creation completes the wrong period shows (31 Jul 2024 to 30 Jul 2025). First - There should be a way to change the financial period after creating? Second - Should be able delete the workpaper if created in error. Admin rights restriction should be applied to both.
2 votesThanks 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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Supporting Balance Column
I would like a supporting balance column for each workpaper so we can enter manually the balance from the supporting document so we can see immediately the variance to the CY balance if any.
2 votesThanks 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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workpaper link back client record in practice manager to access from there
List all completed and open working papers directly on the client’s practice manager record. This will allow for direct navigation from the client’s record to the working pack without needing to leave Practice Manager.
2 votesThanks 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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Include Journals in PDF
It was a very useful feature in Classic workpapers for the journals that were created to be included in the workpapers pack that was exported. We have found that journals aren't exported in New Workpapers. Including this is key to ensure we have an accurate record of changes made to a file by the accountant, especially if the client leaves and we no longer have access to the records.
2 votesThanks 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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Reporting period
Reporting period date: full financial year, based on Xero Blue Financial settings' year-end.
Not all the clients' year-ends are the same in South Africa
2 votesThanks 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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