113 results found
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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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Allow businesses to access workpapers
Allow businesses access to workpapers including workflows etc, the same as accounting practices have. This will allow bigger businesses to set up appropriate workflows and not have to take reconciliations out of Xero to complete, saving time and improving processes.
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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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.
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. 🙂
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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
16 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.7 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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Pasting in from the snipping tool - critical function for us.
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).
8 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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Hire Puchase and Loan compliance workpapers
Can we please have compliance workpapers for Loans and Hire purchases.
17 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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Livestock Workpapers
Livestock Workpapers
Would love to see a Livestock Workpaper please
13 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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Enable a link to a Job Number as an option
Allow a link to a Job Number if job has been created
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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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.
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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Country specific currencies
Currently all values show as $. Working papers needs to reflect the currency used in Xero. Be that ZAR, GBP etc
7 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 - Supporting Balance Column
I would like a supporting balance column for each workpaper so we can enter manually the balance from the supporting document so we can see immediately the variance to the CY balance if any.
11 votesThanks for the feedback here, team. We appreciate hearing the features that you'd like to see developed in new Workpapers to support you use of this product.
This is a feature we're keeping a close watch on interest in and I'll be sure to share if there are any updates.
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workpaper link back client record in practice manager to access from there
List all completed and open working papers directly on the client’s practice manager record. This will allow for direct navigation from the client’s record to the working pack without needing to leave Practice Manager.
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 🙂
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Include Journals in PDF
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.
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 🙂
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New Workpapers - Send out client questionnaire/queries
Will there be the ability to send out a questionnaire of all the items needed and answers to questions that the client then submits back to signal the start of the annual reports, like there currently is with the old workpapers? This is important so we can keep it all, including their responses within the workpapers rather then having to do a manual checklist to send to them.
Also, the ability to send this process in bulk to many clients with the same balance date is a must to be efficient with time - it used to be available in…
11 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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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.
19 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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Reporting period
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 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.
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Workpaper custom set up - Checklists
When amending the Workpaper templates, it would be useful to be able to "edit" the checklist items without having to delete them and reset them.
It would be useful to be able to set the order of the checklists rather than defaulting to alphabetical.
It would be useful to be able to prepare a personalised checklist in this space as well.
We tend to tweak items from time to time. NOT reset them.
If this can be included as an individual feature as well that would be good. As some clients do not require these items to be done.
6 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 - 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
21 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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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.
21 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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