100 results found
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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).
7 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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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.
6 votesHi team, we really appreciate the feedback from you here and the issues for Reviewers that you've raised. We've made some recent changes and are really keen to hear if these improvements have solved for your needs.
Now;
- when using the arrow keys in the top right to navigate between worksheets, those marked as Not applicable are now automatically skipped
- When viewing attachments, you can use the arrow key button at the bottom of the attachment to move between files (screenshot below)
Let us know if these changes have been of benefit!
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New Workpapers - 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
22 votesHi team, we appreciate the interest for a Loan schedule in Workpapers and are tracking this idea closely. While this isn't in the immediate roadmap we'll be sure to let you know if there are any updates surrounding this, here. Thanks
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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.7 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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New Workpapers - Ability to Copy & paste
Our firm uses the snipping tool to snip in the source documents/balances. It would be fantastic if you could copy and paste into the new workpapers (without having to save and upload).
13 votesWe appreciate hearing how we could improve new Workpapers for your use and efficiency.
This is an idea our team have eyes on but we want to be transparent we don't have any plans for at this time.
If there is any news to share I'll let you know, here. Thanks
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New Workpapers - Hire Purchase workpapers
Can we please have compliance workpapers for Loans and Hire purchases.
23 votesThanks for sharing your idea for Xero's new Workpapers here, Michelle. There is an existing idea for a Loan Schedule that I've adde your vote to and we'll keep you updated on.
I've made your one here specific to a Hire Purchase workpaper. We don't have direct plans of this atm, but we'll share if there are any updates.
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Livestock Workpapers
Livestock Workpapers
Would love to see a Livestock Workpaper please
13 votesGreat to get insight into the type of Workpapers our practices need. Thanks for voting on the idea here.
Being upfront this isn't in the roadmap at present, however we're keeping a close eye on interest through this forum and will be sure to share if there are any updates for a Livestock workpaper.
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Workpapers - Show attachments in Supporting Documents section
When documents are attached to line items, could they please also show in the Supporting documents section? Currently, they only appear again if you click the line item.
For example, on the Bank Reconciliation workpaper, a statement has been attached to each bank account line, but when the workpaper is opened again, you only know something is attached due to the icon under Actions. You have to click on the line item for the supporting document to appear below (which isn't intuitive).
Everything attached should show in the Supporting documents section, as per the old Workpapers.
7 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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New Workpapers - Country specific currencies
Currently all values show as $. Working papers needs to reflect the currency used in Xero. Be that ZAR, GBP etc
8 votesThanks for adding this Idea Michael, we have moved this to Gaining Support so you can share with friends and colleagues and they can add their votes and comments. There are no current plans for this but we will monitor the Idea for future possible consideration.
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New Workpapers - Include Journals in PDF export
It was a very useful feature in Classic workpapers for the journals that were created to be included in the workpapers pack that was exported. We have found that journals aren't exported in New Workpapers. Including this is key to ensure we have an accurate record of changes made to a file by the accountant, especially if the client leaves and we no longer have access to the records.
4 votesHi everyone ✨
Thanks for sharing your feedback on including journals when exporting a Workpapers PDF.
We’ve reviewed this idea and are moving it to Gaining support so others in the community can vote and add comments.
If this would help your workflow, it’d be great to hear more about when you’d use this and whether you’d expect all journals, or only workpaper journals, to be included in the export.
Your feedback helps our product team better understand demand and prioritise future improvements.
We’ll continue to monitor the support this idea receives and update the thread if there’s any progress to share.
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New workpapers - Entertainment and Home Office Adjustments
Those workpapers were available in the old version but are no longer included in the new one. I found them quite useful, and they allowed adjustment journals to be posted directly within the workpaper. Now everything has to be done manually.
22 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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New Workpapers - Financial Year end default dates
Reporting period date: full financial year, based on Xero Blue Financial settings' year-end.
Not all the clients' year-ends are the same in South Africa
3 votesThanks so much for sharing this idea. We appreciate you taking the time to let us know how improving the default year end date behaviour in Workpapers would help your workflow 😊
At the moment, you can change the default financial year end month in Workpapers at the practice level, and override it in a client’s workpaper pack when needed.
We can see the value in making this easier and more intuitive, so we’re moving this idea to Gaining Support so we can better understand interest from the community and keep tracking demand for it.
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Workpapers - OD current account (NZ)
Old workpapers has an overdrawn current account workpaper. This is essential and it needs to update from IRD with the current interest rates
23 votesAppreciate the interest building in this idea team and receiving feedback from you here on the new our new Workpapers.
We will be sure to update you here if any plans for adding this are made.
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New Workpapers - See all queries at once
In the “In Progress” tab, it would be helpful to have the ability to see all queries directly on the screen, instead of needing to click the icon each time. It would also be useful to be able to export all queries by type.
30 votesHi everyone, thanks for continuing to share your feedback on this idea.
We understand that being able to see all queries at a glance within the In Progress tab would make it much easier to manage work without the extra clicks. The good news is that improvements are part of the planning for our new Workpapers solution in partnership with BGL 💃.
We’re continuing to roll out new Workpapers in phases, and we’ll be sure to share more updates here as we have them.
Thanks again for your feedback and for helping us shape what comes next.
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Manual Journals - Ability to post GST-only adjustments
When posting journals I can't see the cash / accrual options? When posting EOFY adjustments for non-ded entertainment and home office would need the cash basis option so updates in blue xero on the next gst return. Does selecting the tax inclusive from the drop down have this impact?
3 votesHi everyone, thanks for sharing your Inputs. We can see how the ability to post a GST-only manual journal would be helpful when managing more complex GST adjustments, such as imports or clearing transactions.
Being able to adjust the GST component directly could make records easier to review. We’ve moved this idea to Gaining Support so we can track interest and share the feedback with our product teams.
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New Workpapers - Add more statuses.
Currently it defaults to In Progress and I can't seem to change that? At least in Old Workpapers we had On Hold, which we used if there were queries with the client and the job was stalled. And Done, when it was out for signing and waiting for the workpapers to be signed off. It would be really handy to a) be able to customise the Status, and then b) change it.
Also I tried the Notify feature and that didn't update Status to Ready for Review either
Otherwise looking at my client view of all workpapers in progress, we…9 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 - Option to split P&L into specific category workpapers
If you're going to separate out the P&L into 5 different workpapers:
Revenue
Cost of Goods Sold
Expenses
Motor Vehicle Expenses
WagesPerhaps it might be better doing it this way:
Trading Statement - this includes trading revenue and cost of goods sold and showing a gross profit
Profit & Loss - this includes everything other then the trading statement and shows a Net Profit - perhaps with the gross profit included as a formula entry from the trading statement. So it might show other revenue that is not included in the trading statement (interest, profit on sale of assets…
4 votesWe appreciate you sharing your ideas and letting us know what matters most to you! Your suggestion is now officially open for community backing.
To give it the best chance of success, feel free to share the link with colleagues who might also find it helpful. Now that it's public, others can add their votes and comment on how this feature would enhance their experience.
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Workpapers - Direct drag-and-drop file uploads to line items
The old Workpapers let you drag and drop documents directly into the relevant line, as opposed to the New Workpapers where you always have to click the attachment icon which opens a pop up box where you can then drag and drop or browse files to upload etc.
Getting this back would be an awesome quality of life fix that would help with being able to efficiently add in docs.
37 votesHi there, thank you for the feedback!
It sounds like the extra clicks to open the upload pop-up are adding some friction to your workflow compared to the previous version.
We definitely want the New Workpapers to feel as efficient as possible for you. Since direct drag-and-drop to a line item isn't currently available without opening the attachment window first, I’ve moved this to ‘Gaining Support’ to gauge interest from other users who’d like to see this streamlined.
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Workpapers - Delete uploaded documents
When a document is uploaded then removed from a workpaper, it stays in the background when "Attach document" is selected. We need to be able to delete these if it was added by mistake or outdated.
18 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 - Review approvals
Allow each reviewer to approve line items. There are now three people that can be assigned to a workpaper but they all share the same 'status dropdown'.
We need to be able to see the preparer, reviewer and final review separately.
24 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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