99 results found
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Workpapers - Income Tax Rec for Trusts
The income tax work paper is blank for trust entities. While trusts generally don't directly pay income tax (this will change with the new trust tax rules), we still need to reconcile the difference between accounting income and taxable income. A blank workpaper doesn't help.
2 votesThanks for your feedback here, Adam. This is something our product team will consider as they continue to develop out the Workpapers experience.
In the meantime, make sure to share the idea with other colleagues that'd like to see this too, so they can add their vote. 🙂
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Workpapers - Enable left and right keyboard arrows for horizontal scrolling
Not sure if it is just me, but to scroll across the screen in workpapers I need to first scroll all the way down, to the bottom scroll bar, then go across, then scroll back up. Doing that you also lose the column that says the account name, so need to remember its number. The left and right arrows on the keyboard don't scroll. Very ineficient both for reviewing and adding documents
1 voteThanks for sharing this feedback, Gillian. Having left and right arrow key navigation across wide Workpapers grids could make it easier to move between columns while keeping the account name visible.
For now, you can use Shift + mouse scroll or horizontal trackpad gestures to move across the table.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If direct keyboard scrolling would improve your workflow, add your vote and let us know.
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Workpapers | Trial balance - Conflicting balance due to negative/positive
I love that Xero tries to extract the balance from the workpaper attached and compares it to the value in Xero but it doesn't work properly.
I have a director loan liability in the trial balance of $1,529.52. In workpapers it shows as ($1,529.52) as its a liability.
I have attached the Account Transactions report from Xero which confirms the balance. However, the report does not show the balance as a negative/credit. It just shows the balance as $1,529.52.
As a result workpapers thinks its out of balance because it's expecting a negative balance. It then gives me an incorrect…1 voteThanks for highlighting this one with us here, Beth and appreciate your option to provide examples. I'm just checking in with our product team on this and will round back once I have more information.
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Workpapers - Ability to add our own status to workpapers
Instead of the generic status options, could we customise for our own firms. e.g. 'client queries'; 'draft with client' etc
3 votesThanks for sharing here, Julie. We're keen to get a wider sense of interest from users that'd also like to add their own statuses and what these statuses may be.
If there is any progress toward this, I'll let you know here.
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Workpapers - Ability to attach Annual Payroll Summary report from an organisation
When attaching Blue Xero reports, it would be good to be able to attach the Annual Payroll Summary
1 voteGood to know the reports you'd find useful when attaching in Workpapers, Tammie.
Our product teams are keeping a close watch on the feedback here. Make sure you share your idea with other colleagues that'd find this useful too. I'll share if there are any updates.
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New Workpapers - Ability to add Annbual Employee Summary report from blue Xero
Within the ability to add reports from Xero Blue, can we please include Payroll reports, specifically the Annual Employee Summary
1 voteHi Tammie, just re-reviewing your idea here I can see you've started this within the Workpapers forum and looking for the ability to attach the Annual Employee Summary report from within blue Xero to a workpaper.
We'll get a wider feel of interest for this through your idea here.
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New Workpapers - GST Reconciliation worksheet (NZ)
We have the following queries for NZ workpapers:
Journals posted from within the workpapers don't appear to update when we push refresh just when we put the browser refresh.
The income tax workpaper is working well now.
Will you be preparing a GST reconciliation workpaper similar to Classic Workpapers? We currently prepare the proof in Classic Workpapers and upload a copy to beta workpapers.
Are we correct to understand only one spreadsheet can be uploaded to each workpaper section. Sometimes there are several account balances that require separate proofs so it would be helpful if several spreadsheets could be uploaded.3 votesHi Susan, I've created this idea from your original across here where we can gather support and keep you updated on development.
This is a worksheet our product teams are developing at present 🙂
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Workpapers - Worksheet for Profit appropriation/distribution
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?
2 votesHi team, we've split this idea from the original started here so we can track interest in these worksheets separately.
Our product team are continuing to keep a close eye on the interest in enhancements to our new Workpapers solution.
I'll be sure to update if there are any plans around this to share.
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Workpapers - Adjusted net profit (include draft journals) on the tax reconciliation
Adjusted net profit (after taking into account draft journals) should be shown on the tax reconciliation workpaper. At present, the journals need to be posted before the net profit amount on the tax reconciliation is updated. As we would like to review the journals before they are posted in Xero at the same time all other workpapers are reviewed, it would make sense that the draft journals also flow through to the tax reconciliation.
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 - Import multiple spreadsheets to a workpaper section
We have the following queries for NZ workpapers:
Journals posted from within the workpapers don't appear to update when we push refresh just when we put the browser refresh.
The income tax workpaper is working well now.
Will you be preparing a GST reconciliation workpaper similar to Classic Workpapers? We currently prepare the proof in Classic Workpapers and upload a copy to beta workpapers.
Are we correct to understand only one spreadsheet can be uploaded to each workpaper section. Sometimes there are several account balances that require separate proofs so it would be helpful if several spreadsheets could be uploaded.2 votesAppreciate your feedback, Susan. With quite a few points raised in your post I'd recommend raising a case with our specialists at Xero Support who'll be able to confirm, and look into anything that may not be working as expected.
Just to highlight, a journal will need to be posted in order for it to appear.
We're planning to release a new GST Reconciliation worksheet to NZ practices within new Workpapers over the coming months and I've split your idea here off so we can keep you updated on this.
For your post here, I've updated the title to reflect the last point you've shared on importing multiple spreadsheets to a workpapers section and we'll start to gauge interest from others in this and share if there are any updates.
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New Workpapers - Supporting balance variance shown as $ 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.
4 votesThanks for raising the idea here, Bianca. We're continuing to develop and enhance new Workpapers so I'll be sure to let you know here if there are any plans made to enable showing the variance as an amount rather than %.
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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.
3 votesAppreciate you sharing here, Bianca. At present it's possible to attach documents to Workpaper packs, Workpapers and Accounts, however not checklists.
We'll start to get an understanding of the support from the community in this here, and I'll share if there are any updates planned.
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Workpapers - Different entity types
Need to be able to use workpapers for other entity types such as Trust, Partnerships, Sole Traders. At the moment everything is tailored towards companies, which isn't helpful when the business operates under a different structure. This also makes the export to the tax return useless
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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Workpaers - Imports to include accounts with any balance or movement
Currently when importing a file into XWP's any archived accounts aren't imported in. This creates an issue with asset and liability accounts especially that could be easily missed as part of the YE process.
Easy example here is a bank account that was active in the 2016 fin year has been closed and archived in 2027 FY. When generating the XWP's later on that account is missed from the import and potentially we'd miss the relevant backup evidence and rec's usually associated.
I'm not chasing a filter in XWP's or anything, just that the standard import setting be to include…
2 votesAppreciate your feedback here, Andy. This is something we'll start to get a sense of wider interest in and consider for future enhancements.
I'll let you know if there is any news around this.
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New Workpapers - Allow attachments on comments/review points.
It is very difficult for reviewers to attach screenshots and documents to review points as currently it is combined with the rest of the documents.
This is a frustration across our practice.
3 votesThanks for raising your idea with us about new Workpapers, Ornan.
I'll let you know here if any plans are made around attaching files to review points.
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New Workpapers - Include All Files not just those shared by Master Admin
We encountered a problem with New Xero WP wherein Xero Account file wasn't able to upload Xero file of client because it was not shared by Master Admin user of our practice. Wherein this case will not always be applicable because we are holding number of client and we cannot share all access to Master Admin. So we client is just sharing access to Accountant managing his file and tax return. Will it be possible to include all Xero Accounts under Xero HQ or XPM instead of depending on Master Admin access?
10 votesThanks for your feedback here, Ruchel. This is something we'll start to gather wider interest in and I'll share if there are any updates planned.
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Workpapers - Provide automated email notifications and reminders for client queries
Automatic notify reviewer that there are queries to answer on workpaper
3 votesThanks for raising this idea, Julie. We can understand how automating reminder emails for Workpapers queries could help streamline communication with clients and reduce the need for manual follow-up.
We've updated the status to Gaining Support and will continue to monitor interest from the community.
Your votes and examples of how this could fit into your workflow help us better understand the impact this feature could have.
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Workpapers - Separate worksheet for investment income
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?
3 votesThanks for your idea, Tamara - I've split this so we can track the interest in an Investment income and Profit appropriation worksheet separately.
This will help our product teams gauge interest in each.
While we don't have any plans at present, we will share if there are any updates here.
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New Workpapers - Ability to change mapping within Workpapers
The ability to change the workpaper section from within workpapers, for example the Director's loan often shows in the Other Current Liabilities, Prepayments in Other Current Assets, the ability to move the section they appear in, as the report code in Xero is usually correct.
3 votesAppreciate you sharing here, James. Our team are highly interested in all the ideas for new Workpapers that could help our Partners.
For now, we'll get a sense of wider interest from the community here. I'll share if there are any updates.
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Workpaper - Allow file attachments to automatically open in a new browser tab or secondary window
Most accountants use multiple screens some when reviewing workpapers is would be more ideal for any attachments to open on the other screen otherwise the attachment is always in the way of the workpaper.
7 votesHi Lisa, thanks for sharing this suggestion. We understand that having attachments automatically open in a new browser tab or separate window could make it easier to work across multiple monitors and compare documents while entering or reviewing transactions.
I've updated the status of this idea to Gaining Support so we can continue tracking interest. If this would improve your workflow, please add your vote.
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