47 results found
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New Workpapers - show which accounts have unresolved "notes" (Client Queries/Review Points)
Xero prematurely closed these two ideas:
https://productideas.xero.com/forums/966648-new-xero-workpapers/suggestions/50801867-workpapers-ability-to-mark-note-e-g-client-que
https://productideas.xero.com/forums/966648-new-xero-workpapers/suggestions/50599283-workpapers-status-per-account-for-reveiwIn Classic Workpapers - if I have an unresolved Flag (Client Query, Internal Query, Review Point), the flag is red on the account. Once resolved, it is not red.
In New Workpapers - the note is blue... whether resolved or not. I have to scroll down to the bottom and try and work out which accounts resolved notes relate to which accounts above (or hover over, every, single, one, every, single, time)..
It's not hard. If it ain't broke, don't pay BGL to break it.
3 votesHi Sam, appreciate your feedback to my update. Checking back in with our product team we have actually released an update on Monday that solves this 🙂
Red dots will now show on the right side indicating unresolved notes (client queries, internal queries, review points). Here's an example of what this will look like.
Thanks again for continuing to engage with us o improvements here in the forums.
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New Workpapers - Ability to view Document upload date
It would be a good idea for all documents to have a document upload date so the reviewer can see if this is a new attachment or something that existed at first review. Also to have a tick box so you can say you review the attachment not just the workpaper as some jobs would have multiple attachments.
7 votesHi community, appreciate hearing how this visibility would be helpful, especially when reviewing Workpapers.
We've now implemented an update so the document uploaded date is now visible in the documents view😊
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Workpapers - Notes
Workpapers - Notes
I (eventually) found how to export notes, but (1) when I export I would like to include the Account Name as well as the account code. Otherwise the queries would need to be worded with more detail in them.
(2) The format of the report could be improved - it already has "Client Query" as a heading, that doesn't need to be repeated on every single query.
(3) Also hoping these will be exportable to Xero Ask or some format that allows a response by the client to be attached to the specific query.
(4) Can we…2 votesHi team, thanks for letting us know how we could improve the exporting of Notes in Workpapers and your experience with this new solution.
We've made an update to how client queries export - These now export to text, so they can easily be sent outside of workpapers. 🙂
There's also another idea I'd recommend making sure you've supported on the ability to connect to Xero Ask and we'll keep you updated on any progress for. Thanks again!
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Workpapers - Company Tax return import
I have been testing the company tax return import. I have accounts with negative balances - the bank overdraft for example, doesn't get posted to the current liabilities section of the tax return as a positive amount. It is posted as a negative.
I can see that the integration has the ability to exclude from integration but this is counter-intuitive to reducing manual data entry. The ability to post as a positive figure is available in the Xero import function.
4 votesGood news everyone! We recently released updates to our Tax integration. This included a change to fix the signage (negative/positive balances) when sending amounts from Workpapers to Xero Tax which solves for the pain point raised here.
Thanks for feeding back about this through Product Ideas. 🙏🏻
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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.
4 votesHi all, thanks for your feedback here. With new Xero Workpapers, workpaper packs can be seen by all staff that have access to the client record.
Client record access is managed as part of the staff management menu within the practice tools. We have a bit of information to help with this on Xero Central 🙂
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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.5 votesHi team, thanks for feeding back to us on new Workpapers here. While this was existing functionality, we appreciate it was a little harder to find.
We've made a recent change where you now have the ability to update staff assigned in bulk (whether that's Preparer, Reviewer or Final reviewer) directly from the Worksheet table. 🙂
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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 votesHi everyone! Last week we released an update for the status colours. So, these are now consistent across all of new Workpapers.
Colours match the urgency of each of the statuses:
- Not applicable/ Not started - grey
- In progress/ Awaiting further information/ Client query - blue
- Ready for review - yellow
- Rework required - red
- Complete - green
We hope these changes help improve your review and use of statuses. Thanks for your feedback and sharing through Xero Product Ideas. 🙏🏻
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Imputation Credits to Retained Earnings workpaper
This workpaper exists in the NZ classic workpapers and is a requirement for IR4J returns and keeping a record of Imputation Credits on Retained earnings for dividend prep. Bring it back.
8 votesHi team, we appreciate hearing on the need in keeping a record for dividend preparations. We have now released a new imputation credits worksheet within new Workpapers. ✨
Thanks for sharing in Xero Product ideas!
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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.
15 votesHi everyone, happy to update that we've released this change! There is now a 'Supporting balance' column, the previous 'Variance' column has been updated to 'Change' and we've added a new 'Variance' column where we updated the formula for to be the delta between the supporting balance column and the current reporting period 😊 Thanks for all your insight here and sharing the difference this would make for you.
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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 votesHi community, we really appreciate hearing how this change would help your practice preparing workpapers.
We've just released an update so now the Period Start & end dates will default based on the organisation setting connected to the Client. This means less manual review/update needed for Clients whose FY dates do differ to the norm. 😊
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Finance Lease is not in Workpaper Trial Balance
Accounts labelled with Finance Lease (non-current) are not shown on the Workpaper trial balance, nor they are in any workpaper, e.g. Loan, non-current liabilities. They disappear in the new workpaper.
5 votesThanks for your feedback! We've made a recent update to the working Trial Balance so this will now show non-current Finance lease accounts.🙂
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New Workpapers - Manual journals come up with an out of balance when there isn't one
I sporadically have an issue where the manual journal will balance but I am unable to post as it believes the journal is out of balance. Only work around is to post directly in the Xero file
3 votesHi team, thank you for your feedback here and sharing the behaviour you were encountering. Our product team did identify an issue and have recently released a fix to resolve this.
If you do notice similar behaviour in new journals, please do raise a case with our specialists via the Contact Support option in the top right of the page when logged into Xero Central. Our team can dig in and get the details needed to escalate with our team. Thanks!
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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.
47 votesThanks again to everyone that's contributed to the idea here.
We've now released the ability to drag and drop files directly to line items in new Workpapers. We appreciate hearing the time savings and efficiency this feature brings you. 🙏🏻
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Flexibility with Workpaper Codes
It is my understanding that workpaper codes - e.g. A - Job Notes, A1 Financial Statements are fixed and we cannot change them.
This creates issues - as we would like to have a Workpaper Code section specifically for Division 7A, and also delete items which are clearly of no relevance - e.g. franking credits for trusts.
2 votesThanks for the feedback here, team. We have made an update so Workpaper codes can now be edited via workpapers settings. Just click the 3 dots in the top right > Rename 🙂
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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.
36 votesHi community, we've now released check-box style "smarties" on each account within a Workpaper and on the Working Trial Balance, corresponding to the Preparer, First Reviewer and Second Reviewer (if assigned).
This provides visibility of the status of each account.
It's also visible on worksheet lines that users have interacted with - So you can tick off the relevant smarties as each account is reviewed by each assignee.
Thanks for your feedback that's helped drive this improvement 😊
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Workpapers - Ability to mark Note (e.g. Client Query, Review Point) as resolved
In new workpapers there is no ability to see which "notes" (Client Query, Review Point) has been resolved 😭
What theeeeeeeee....
40 votesHi team, we'd like to return to share that this change has now been released so now Completed notes are more visible ✨
See my attached screenshot. Thank you all again for your votes and feedback here!
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Workpapers - Edit Checklist Items
Ability to edit the checklist item. Currently we can only delete and re-type a checklist item not edit anything that is existing
12 votesHi team, this feature is now live! At the Workpaper template level, along with deleting and creating new, an admin can now edit a checklist item. 🙂
Thank you for sharing how this addition could benefit you, here.
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Workpapers - fix the buttons on the Note popup dialogue box
The buttons on the Note popup dialogue box are silly as.
Most dialogue boxes have actions on the bottom right. If a negative action (cancel/close), it would be to the left of the main action.
Add note button is middle left and miles from the bottom right.
Bottom right is the Close button. Close button is also highlighted blue, rather than white.
To point out how ridiculous this is.. as I am typing this idea, to the bottom right of the text box are two buttons, Cancel (white) on the left, and Post idea (blue) on the right...
2 votesHi team, we get wanting action buttons to be more intuitive. We've recently released improvements to Add Notes that address points raised here.
Now, there is one 'Publish and close' button, so you no longer have to click close as a separate action to make the notes modal go away.
We've also moved the position of the buttons, shifting these closer to the main focus area. Thanks for sharing back on how we could improve this experience.
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Workpapers - don't calculate Tax on taxable income, when income is nil or it is a loss
Workpapers by default calculates negative tax when there is a loss. This is wrong.
19 votesHi all, we'd now like to confirm that we've released a change to how Xero Workpapers calculates negative taxable income, so this is now handled appropriately for all regions. 😊
We appreciate you highlighting this with us, so we could improve Workpapers for all users. Thanks
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Workpapers - don't use decimals for fields Taxable Income and above. The tax return does not allow decimals, the workpaper shouldn't either.
The tax return doesn't allow for decimals.
When people use decimals on an income tax rec (before/up to taxable income), we end up with rounding issues and incorrect tax expense calculation.
Taxable income must be a round number, all of the inputs into the tax return to calculate taxable income must also be a round number, therefore it makes most sense to make the workpaper only allow round numbers (up until the point decimals are allowed in the tax return, which is when the tax expense is calculated).
9 votesHi team, sorry we haven't updated this idea sooner. I'm pleased to share that we've recently released a new column on these worksheets called "Truncated balance" which eliminates the cents, and this is the figure that gets exported to tax.
We appreciate your input on this here.
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