103 results found
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Workpapers - Edit documents already uploaded
Ability to Highlight and Edit Documents (i.e. add text box or erase sensitive information) already uploaded to Xero Workpapers
3 votesThanks for feeding back on how we can further improve the new Workpapers solution for you here.
This isn't something we have plans around atm, but are paying close attention to all ideas coming in about this feature.
If there are any plans made to enable editing of uploaded documents we will update you here.
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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 etc10 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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Workpapers - show workpaper completion on the All Workpapers screen (and why are you using a checkbox for this?)
Lol. I just noticed that the checkbox in a Workpaper says Mark Accounts as Completed.
How unintuitive is that?
On the All Workpapers screen the checkbox is for selecting (and performing functions). This makes sense, even if it is ridiculous the million steps you need to take to deactivate a workpaper.
Why would you have the icon exactly the same but have the behaviour completely different?
Why wouldn't you put a heading above the checkbox to explain what it is for? (If it's for marking the account as completed)
Why can't we see that the accounts in that workpaper are…
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.
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 - 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.
11 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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New Workpapers - Restrict option to delete comments
Currently in the new workpaper, all users can delete others comments/ notes. This should be restricted. We have preparers deleting, editing reviewers' review points.
3 votesThanks for sharing your feedback on this idea and explaining how restricting the option to delete comments could improve control and visibility when collaborating in Workpapers.
We've reviewed this idea and moved it to Gaining Support, which means it's now open for other community members to vote and comment.
If this would make a difference for your practice, please keep sharing examples of how you'd use it and the impact it would have on your workflow. This helps us better understand the demand and how this could improve the experience.
We'll continue to monitor the feedback here and share any updates if the status changes.
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Separate investment income and profit appropriation into separate workpapers
Currently all income accounts are listed under 'revenue', and while MV expenses and wages are in their own workpaper, profit appropriation accounts are lumped with all other business expenses. Could we have a separate workpaper for things like dividends & distributions, as well as a profit appropriation workpaper?
1 voteHi 👋 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 - Subheadings/Titles for notes
Enabling subheadings/title for notes on the notes page. This was really helpful in the old workpapers as you could easily navigate to specific areas
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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Workpapers - Pull through bank account name and partial account number
It would also be useful if the bank name and a partial account number could be pulled through to help identify accounts where a client has many bank accounts.
2 votesHi team, this idea has been created off the back of this earlier idea raised in community.
Although this isn't in our direct plans right now, we're keen to better understand interest for this directly so we can consider in future planning.
If there is any progress we'll share an update here.
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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.
8 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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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 😅
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.
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 - Income Tax should never default to NA Not Applicable. Franking Credits should never default to Not Started for Trusts.
I started a Workpaper pack for a Trust.
Workpapers defaulted the statuses of the following workpapers:
- Income Tax: NA Not Applicable
- Franking Credits: Not StartedThis is silly. Income Tax applies to every entity.. Franking Credits only apply to companies.
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.
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 - Ability to Link A Reconciliation Field in the Workpaper with Balance in Financials
There should be a way that we can link a field in the workpaper (say it's an excel spreadsheet) as the reconciliation field and it should match the Balance in Xero. The status of the Account should be able to reflect that it is "RECONCILED" in that the workpaper matches the balance in xero.
4 votesHi community, we've made a recent update that we'd love to share and believe may help achieve what you need here.
We've now added a supporting balance column, a new variance and change column.
It'd be great to hear if there is additional that you'd be looking for in this idea.
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Workpapers - Indication of journals that are set to Rollover
Hi, I have able to find the ability to rollover the manual journal in drafts. However, once you select to have it rollover, you are unable to see that the journal is set for rollover. Would it be possible to add a text message of 'set to rollover' in the Rollover column so different people on the job are aware of the status of the journals.
2 votesThanks for popping back to update your idea, Bradley. I've shifted this across to gaining support so we can get a greater ideas of the interest in this here. We'll share if there are any plans made for surfacing an indication to help you identify where a journal is set to rollover.
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Manual Journals - Ability to post GST-only adjustments
When posting journals I can't see the cash / accrual options? When posting EOFY adjustments for non-ded entertainment and home office would need the cash basis option so updates in blue xero on the next gst return. Does selecting the tax inclusive from the drop down have this impact?
3 votesHi everyone, thanks for sharing your Inputs. We can see how the ability to post a GST-only manual journal would be helpful when managing more complex GST adjustments, such as imports or clearing transactions.
Being able to adjust the GST component directly could make records easier to review. We’ve moved this idea to Gaining Support so we can track interest and share the feedback with our product teams.
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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.
4 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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Workpapers - Automatic Journals from rolled over workpapers
It would be a perfect scenario that with particular types of workpapers, we could auto post journals in the following year.
For example - Borrowing Cost - if Xero created a Borrowing Cost workpaper that tracked borrowing costs and kept an amortisation schedule - this would then be rolled over to the following financial year workpaper - but it could go one step further where when it is rolled over and updated for any new loans or refinanced/paid out existing loans, we could have the option to auto post the amortisation journal.
Same thing with things like Chattel mortgages, especially…
3 votesHiya team, we have recently released the ability to roll forward journals in new Workpapers.
You'll find this option in the header of the manual journal tab.
It's worth noting as you'll see from the note in my image - While you can set a manual journal to roll forward, this will not roll forward debit and credit values as often these will change year to year.
For the time being, we'll leave this idea open so we can continue to track interest in being able to automatically roll forward manual journals with values. To get more insight of the use case we'd love to hear more detail of situations our customers have where you'd want to roll forward journals with the same values? Thanks!
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Workpapers - Display all Xero Journals in Workpapers to prevent duplication
Can we bring in all Journals made in the financial year not just what we create in workpapers (I picked a job we have completed to test, to see what we might like to see & this is something that would be handy, so we don't double up JNLs), also shows that the system will talk back & forth
5 votesThank you for submitting your valuable idea and specifying the critical changes you need.
We have completed our internal review of your submission. It is now live and awaiting community support.
Your idea's success depends on collective action. Please share this with colleagues who would benefit. We also encourage comments, which allow other users to share details on how your idea would improve their overall experience with Xero.
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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.
4 votesHi team, we wanted to share that we have released some recent changes to the layout for the Working trial balance view Trial balance (grouped) and the additional views Trial balance (ungrouped), Balance Sheet, Profit and Loss.
We'd love to hear if these updates have helped achieve your needs in the ordering mentioned within this idea. Thanks!
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Workpapers | Profit & Loss and Balance Sheet - Allocate and set up Folders in Report Code Category Order
Suggest Allocating the separate Profit Loss and Balance Sheet Accounts into Folders in Report Code Category order similar to how they are listed in the "Working Trial Balance". That way we can adjust the Report Codes to the move the accounts to their desired Folders in Xero Workpapers.
1 voteThanks for feeding back to us here, Sam. It'll be good to get a wider interest in this view from the community here.
We'll keep a touch on the support this idea receives and share if any plans are made around this here.
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Workpapers - Add Related Account filter to Account Transactions
Add Related Account for Xero Work Papers so you can create or set specific Xero Account Transactions so that you can work with related account work papers. You could then sort, filter, and group transactions by Related Accounts based on date ranges. This would mean Xero Work Papers is the place to easily review and assess the accuracy of the other side of transactions and quickly see issues. It also means you can report on a Bank Account's Debits and Credits, grouped by Related Account Number. And then, on demand, click the related account in Xero and investigate/review it. This…
1 voteThanks for sharing her, Brett.
As we continue to make improvements to new Workpapers bringing transactional Data into Xero Workpapers is something we have our sights on.
I'll keep you updated on development for this here.
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