41 results found
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Workpapers - More options for Comparison Period
When preparing monthly or quarterly workpapers, we would like to be able to select the comparison period as last month, quarter or end of last financial year. Not just the same period last year.
3 votesHi Susan, great to hear your feedback on the comparison periods in Workpapers here.
As we continue to develop this new product we're keeping a keen eye on the interest ideas in this forum are building and I'll let you know if there are any changes planned for this, here.
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Workpapers Spreadsheet - formatting, cell selection, size of sheet
Can the spreadsheet have more formatting options - like borders so that you can have a top and bottom border on a total cell? Bold type?
Also, it needs more functionality like being able to select the range of cells to sum =sum(select cells using mouse) instead of manually typing in the range.
When you copy and paste from Excel formatting is lost and you cannot add additional lines past where the data pastes if past row 20 (The data itself can paste to additional rows). If data goes to row 19, you cannot insert additional lines past 20 either.
7 votesHi community, appreciate the desire for more formatting in new Workpapers and this is something our product team would like to explore more but with a few other items in the pipeline atm isn't road mapped just yet.
We'll continue to gauge the interest in this idea and as soon as there are updates I'll share with you all, here.
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Workpapers - Apply status options to the whole workpaper
The Status options (Completed, ready for review etc. ) apply to the whole workpaper, for example Current Liabilities. Is it possible to apply a status to each individual account within that workpaper, ie so that as you are reviewing you can mark each account as completed or rework required as you go, instead of the status applying all accounts within that workpaper.
12 votesThank you for the feedback on the new Workpapers experience. We've reviewed your idea and now it's up to the community to get behind and support it. We really appreciate the time taken and the input of our customers and encourage you to share your idea with any colleagues that this could benefit so they can add their vote too! This is invaluable to our Product team. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Workpapers - Multiple approval levels
Have at least 3 people to sign off the workpaper - Preparer, Manager and Partner (Similar to the old WP
5 votesThanks for sharing your feedback on new Workpapers with us here! It's super valuable to the team as we continue to develop this space.
Our product team have picked this idea up and are actively working on providing a second layer of review/approval for Workpapers.
I'll come back to share when you can start making use of this additional step of review.
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New Workpapers - Hide 'N/A - not applicable' workpapers or be able to change the workpaper code to custom sort
A function whereby we can either toggle hide/unhide on workpapers that are 'N/A - not applicable' would be very useful. Or at least the ability to amend the workpaper codes so 'N/A - not applicable' workpapers can be custom sorted to the bottom of the pack, out of the way
12 votesHi 👋 thanks for continued feedback on the New Workpapers. This particular idea has been moved to Gaining Support, which will allow others to vote and comment! We will be keeping a close eye on the Ideas coming through and will update here if there are any changes. Again we appreciate each and everyone who has participated and added their feedback.🙂
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Net profit in tax reconciliation should be pre dividends and tax expense (not after)
We use the standard chart of accounts in Xero (so I don't believe it is a coding issue ?) but the company working papers I prepared does not allow you to adjust the net profit/loss (accounting) and it is picking up post tax and dividends which is frustrating.
18 votesThanks team, we appreciate your feedback on this here and I'd like to confirm this is something that our product teams are working on at present.
We'll keep you updated on progress 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 etc6 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 variation of bank reconciliation from closing balance
In the bank reconciliation, it would be great to be able to enter the closing balance per the bank statement, and the workpaper shows any variance.
It would also be great if the bank name and a partial account number could be pulled through to help identify accounts where a client has many bank accounts.
13 votesThanks for participating in the forum here and sharing how we could improve new workpapers further for your use, Adam. Our team are paying close attention to the ideas that are coming through here and we;'ll start to get a sense of others that'd find this flow useful here, too.
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Workpapers - Post a journal without creating a draft
Manual journals have to be saved as a draft first. Then they need to be edited to be posted. This is an unnecessary step. Or if it is required, it should be role based.
6 votesThanks for the feedback, Susan. Appreciate how this change could help you speed up your processing of Workpapers.
For now, it'd be good to get a sense of interest from others that'd also find this useful.
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Workpapers - Ability to navigate to other workpapers
Instead of having to go back to the main overview and then select the workpaper, it would be good to be able to have a drop down to select a workpaper as well as the forward and back buttons.
13 votesAppreciate the feedback on our new Workpapers here, team. Our product team are tracking the feedback for improvements closely and I'll share if there are any updates.
For now, we'll continue to see the attention this idea builds.
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Workpapers - Ability to customise Note Type
Can we customise the Note Types? Also, a note can only be linked to 1 account code. We would like to have the ability to link a note to multiple accounts, including different account types (eg liability and expense).
8 votesAppreciate hearing what features would be useful to you in new Workpapers, team.
It's best to keep each idea in the forums separate so we can track demand and keep you updated on each.
I've created another for the ability to link to multiple accounts here, and we'll track the interest for customising the note type through this idea.
I'll let you know if there are any plans made for this.
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Workpapers - notes to include account name
Within a specific workpaper we have the ability to add a note and select the account code that the note applies to. Can we add the account name in there as well?
13 votesThanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.
We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.
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Workpapers - Ability to refresh workpapers from any page
Currently we can refresh workpapers from the workpapers, working trial balance, manual journals and settings screen, but when we open a specific workpaper that button is no longer available. Can we have this when working in a specific workpaper. This will save us having to click back when we are making adjustments
13 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 - Freeze, or floating headings on Working Trial balance
In the working trial balance, can we get freeze the headings so they are always visible when scrolling down.
7 votesThanks for the feedback, everyone. Appreciate wanting to easily view headings as you work within the Working Trial balance.
Totally get it's not a solution when you're mid work but in lieu of this atm you can use the 'Home' key on your keyboard to quickly navigate to the top of the page and view headings.
We'll keep an eye on the support in this and share if there are any updates.
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Workpapers - Column order on Working Trial Balance
Can we swop the LY and CY columns in the working trial balance so that it is consistent with what we see in the workpapers tab (CY first and then LY)
10 votesGood to hear about the changes in new Workpapers that would be impactful to you.
We have a close eye on the idea here and I'll be sure to share if there are any changes planned.
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Specific GST workpaper
Is a GST workpaper being developed or would there be one similar to the GST workpaper in exisiting workpapers? We are onboarding staff to old workpapers so having similar or improved workpapers would be useful.
13 votesHi team, we appreciate your feedback as you get stuck in to trying our our new Workpapers. Our team have been monitoring feedback closely and I'd like to share that we're in the process of developing a GST Workpaper in our new solution. We'll be back to share once it's released. 😊
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Workpapers - Make the button to notify preparer / reviewer more prominent
Mak the button to notify preparer / reviewer more prominent. The notifications are buried in a menu make them more prominent so the reviewer and preparer can notify each other when tasks have been completed
5 votesHi everyone, thanks for showing your support in this idea. Paying close attention to the feedback in this forum our product team have picked this up and are now working on improving the visibility of this button in the new solution. I'll be back to share as soon as I have more news 😁
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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.
6 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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Workpapers - Create groups for Workpapers
Is there a way that we could create a group or a link to all groups within workpapers
6 votesThanks for sharing your idea, Michaella! It's great to hear what improvements would help in new Workpapers.
We'd like to gauge the interest from others in this here and I'll let you know if any plans are made for groups.
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Workpapers Tab - Analytical Review
Can we have a spot that we look at all workpapers, instead of having to click into each, this is something that reviewers find frustrating & creates a barrier for older partners (less tech inclined) - like the old ones "Analytical Review", if you don't add a link on "Working Trial Balance",
This is if we cannot have the links in the "Working trial Balance"
5 votesHi team, thanks for your inputs here. This is an idea that our product team are exploring and considering how they improve the collaboration. For now we'll shift into discovery and I'll share when there is more news around this.
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