112 results found
-
New Workpapers - Access and Retention
I have been told (Support ref CX0017912960) that when we create and use WP attached to an organisation, if the client removes our access to the Organisation, we will lose our access to the Workpapers for that client.
Workpapers are a Practice Tool and an important record of work done that we need to retain FOR OUR OWN RECORDS for regulatory and professional reasons. They do not belong to the client.
The practice needs to have full control of access and retention of these records. Legally Workpapers are the property of the practice.
While there is an option to export…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. 🙂
-
The Ability to Group Shareholders' Current Accounts by Shareholder
In the classic Workpapers, we had the ability to be able to group shareholder's accounts by shareholder to get the net balance, by changing the group name in the trial balance. This ability has disappeared in the new workpapers, which makes it difficult to get a view of beneficiary accounts in the workpaper stage (i.e., when trying to ensure a beneficiary has been correctly paid out their account balance). Would be great to have this feature back.
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. 🙂
-
Depreciation of Fixed Assets
On the FA workpaper - show what date depreciation has been run up to, so can ensure it is complete for the period under review, which is not always clear from FA rec report or Depn schedule report. As a reviewer if not need to go to Xero to check.
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 🙂
-
Show if Xero period is locked
It would be good to visibly show the period Xero is locked up to. As a reviewer I want to know Xero is left locked without leaving workpapers to check.
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. 🙂
-
Workpapers - generate and attach the appropriate report automatically
Workpapers - generate and attach the appropriate report automatically
In the BGL SMSF product the standard reports are automatically generated when workpapers are created/refreshed, can we have this in Xero too please.2 votesAppreciate the idea here, Vicki. As we continue to build out our roadmaps our product team are keeping a close watch on the ideas for Workpapers in the forum here.
Make sure to share the idea with other colleagues that'd find this useful and we'll et you know if there are any plans for this, here.
-
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.
1 voteThanks 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.
-
Workpapers - Company Tax return import
I have been testing the company tax return import. I have accounts with negative balances - the bank overdraft for example, doesn't get posted to the current liabilities section of the tax return as a positive amount. It is posted as a negative.
I can see that the integration has the ability to exclude from integration but this is counter-intuitive to reducing manual data entry. The ability to post as a positive figure is available in the Xero import function.
2 votesThanks for your feedback here, Bradley. Understand how this improvement to the import would be useful to you here. While we don't have direct plans around this atm, we'll keep a close eye on interest from the community and share if there are any updates planned.
-
Remove the "add journal" feature in bank recon or trade receivables/payables
Journals cannot be processed to these accounts
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. 🙂
-
New Workpapers - Add sub-headings in checklist section
Ability to add in the checklist section more description/content in the checklist section of the workpaper lines. This would allow us to include essential sections required by the CPA, like Engagement Acceptance/Continuance and Knowledge of the Entity. I built these in the classic Workpapers. Too bad I can't carry over the Workpapers lines I built in the classic version. I attached a screenshot of one section in classic Workpapers showing a line, the guidance and comments.
5 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. 🙂
-
Need to see full p&l not split
Need to see a full p&l rather than it being split between Revenue, Expenses, COS and Motor expenses. We need to be able to see an overall position especially from a Reviewers perspective
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. 🙂
-
Workpapers | Accounts receivable hotlink - link to summary report for reviewers
The current account receivables hotlink is the detailed report for Accounts receivable which can be very busy - ideally the summary report would be better for Reviewers who don't need to see the individual invoice level of detail.
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 - Summary of statuses for reviewers
At the moment there is not a clear and concise summary that the Reviewers can see the status of all queries, client, internal and reviews which is annoying. The same for just having a fully complete tick box on the summary worksheet somewhere - this should obviously be changed if a refresh is done and any changes.
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. 🙂
-
Workpapers - Hotlinks for all accounts
Not all of the hotlinks work against all of the general ledger accounts. It happens on some but not all ie. Other Debtors, Intercompany, Shareholders Loans etc.
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 🙂
-
Workpapers - Only view related documents within a worksheet
Showing all documents uploaded when you are in individual Worksheet is too much noise. We only need to see the uploaded documents relating to that specific Worksheet not the full Workpaper pack.
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. 🙂
-
Workpapers - 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 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. 🙂
-
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 🙂
-
A1: Financial Statements & Tax Return - Ability to review and approve sections like in old workpapers
We are experiencing a significant workflow issue with the layout and functionality of A1 – Financial Statements & Tax Return in the new Xero Workpapers.
How We Used This Section in the Previous Workpaper Pack
In the previous version, this section functioned as our final review and sign-off hub. It included structured default notes such as:
Financial Statements
Company/Trust Tax Return
Individual Tax Returns
Final Email to Client
This setup allowed us to:
Upload final versions of each document
Review each document individually
Add review notes directly against that specific document
Tick off and approve each item only once it…
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 🙂
-
Edit documents already uploaded to Xero Workpapers
Ability to Highlight and Edit Documents (i.e. add text box or erase sensitive information) already uploaded to 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 🙂
-
Read Only Options
Can more users be allowed to view the new Xero Workpapers other than the usual 3 users?
Requiring an Admin staff member to kick people off or add people on to have a quick look at the Xero workpapers is quite tedious, so having an option to add a user as "Read only" and not occupy a preparer, reviewer or final reviewer slot could be handy.
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 🙂
-
Being able to apply a change of Reviewer to all individual pages in the Workpaper pack
Ability to apply a change of Reviewer to multiple pages in the Workpaper pack.
We have a pool of reviewers so do not know at the time a Workpaper pack is created who is going to review the job. A "generic" reviewer is selected on initial set up.
When a reviewer picks up the job they change the settings to their name. This does not automatically update each page in the workpaper so you then have to change it for each tab you go into. Would be great to have the option of bulk updating all the pages at once.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 🙂
- Don't see your idea?