110 results found
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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.
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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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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
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 | 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 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 - 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.
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 - 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.
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 - 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.
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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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. 🙂
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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 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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Document attachments - too much noise
When reviewing attachments in each Worksheet we do not need to see every document that has been loaded to the full Workpaper. Too much noise and difficult to review
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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Uploading of documents - too many clicks and too noisy
It takes too long to upload multiple documents to a line item in a Worksheet.
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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Tick boxes for each preparer, manager & reviewer. Would stop wasting a lot of time having to recheck work already reviewed.
Each user should a box that needs to be ticked on each worksheet when they have completed that line. So at least 2 tick boxes - one for preparer and one for reviewer (3 if you are going to keep 2nd reviewer). Perhaps they could be renamed to Preparer, Manager, Reviewer instead as well.
Once both (or all 3 boxes) are ticked then the box on the Summary Sheet should automatically be ticked. At the moment anyone can tick any of the boxes and no controls over who has reviewed what.
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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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…
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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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
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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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.
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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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.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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New Xero Workpapers - Income Tax workpaper - fix Net profit link (doesn't factor in trust distributions)
The Net profit amount that pulls through to Xero Workpapers treats trust distributions to beneficiaries as expenses. They should be excluded (as it does with Income Tax Expense and Dividends Paid).
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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New Workpapers - fix the colours for the various statuses and groups, not so many illogical duplicates
They're all illogical and not even consistent
See summary and improvements noted on the attached
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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Problems with being a Reviewer using the New Workpapers
Reviewing Workpapers - when reviewing the file I have found two problems - first - when scrolling through the various workpapers using the arrow keys in the top right- it is including ones that are essentially excluded from needing to be completed - i.e. the shaded out ones on the front. 2nd - I have to click into each attachment - rather than using an arrown key to see each seperate attachment like we do at the moment.
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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Loan Schedules
Need the loan workpapers to be able to reconcile the loans - opening/closing balances, payments, interest, drawdowns/repayments etc - no ability to do this at all in the new workpapers
10 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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Ability to add our practice workpapers each year
Prefer to have one set of workpapers completed in a single software. Within Xero workpapers have ability to attach excel template to specific workpapers for completion eg live stock workpaper, overdrawn current account, hire purchase workpaper, etc.
The most important workpapers have calculations that are required outside of verifying an account balance. Eg those mentioned above.
If unable to have all workpapers in one place, it's easier to stay with current excel pack.6 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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