106 results found
-
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 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 🙂
-
Workpapers - Customise/Hide Columns in Working Trial Balance for Review
Can we have the ability to hide or adjust size/ minimise "reporting codes" & "adjustments", "Adjusted balance", "Variance" & "Assignee" - making this more customisable for easy review & based on what is important for each person.
4 votesWe appreciate you sharing your idea and letting us know which changes matter most to you. Your idea has been reviewed and is now ready for community support.
Be sure to share this with any colleagues who would find this beneficial, encouraging them to add their vote as well. Community members can now also comment, offering more context on how this idea could improve their use of Xero.
-
Workpapers - fix the buttons on the Note popup dialogue box
The buttons on the Note popup dialogue box are silly as.
Most dialogue boxes have actions on the bottom right. If a negative action (cancel/close), it would be to the left of the main action.
Add note button is middle left and miles from the bottom right.
Bottom right is the Close button. Close button is also highlighted blue, rather than white.
To point out how ridiculous this is.. as I am typing this idea, to the bottom right of the text box are two buttons, Cancel (white) on the left, and Post idea (blue) on the right...
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 🙂
-
Workpapers - Limit in File size attachment
Encountered an error saving large files (e.g. Deeds) – limit appears to be 21MB per file.
3 votesThanks 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.
-
Workpapers - Manual Journals - don't require a description (Manual Journals in Blue Xero don't)
Xero doesn't require a description for every line of a Manual Journal. Workpapers should be the same.
It also doesn't highlight/tell you which field it thinks is required but is missing. That's so lazy of the developers.
2 votesThank you for sharing your feedback and highlighting the inconsistency between Workpapers and Xero Blue regarding the requirement for descriptions on manual journal lines. We recognize that in Xero Blue, descriptions are not required for every line of a manual journal, while in Workpapers, this field is currently mandatory. We are moving this idea to “Gaining Support.” as we are actively monitoring interest and feedback from our community to help us prioritize future improvements.
We appreciate your input and encourage you to continue sharing your experiences. We’ll provide updates here as we review this idea further.
Thank you for helping us improve Xero Workpapers!
-
Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation
The ability to change the term of the write off schedule in the Borrowing Costs/Amortisation workpaper for situations where clients have loans of a longer or shorter term than the set 60 month period.
14 votesThanks everyone for the feedback and for the support of this feature in the New Xero Workpapers. We are moving this to Gaining Support and the Product team will continue to monitor support here. You can share this with others to vote and comment on and any updates will be posted here.
- Don't see your idea?