48 results found
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New Workpapers - History of Activities/Events
Like in the Classic, it would also be helpful if each workpaper shows an activity history. Specifically, a log of who imported the data, who updated it, who marked items as completed, and who approved, all with timestamps. This kind of visibility is important for review, accountability, and audit readiness, especially when multiple team members are working on the same file. Having this built into Workpapers would make the workflow much cleaner and easier to track.
1 voteThanks for your idea here, Jessie. Good to have this understanding of what's important to our practices when working with new Xero Workpapers.
Our product team have a close eye on the different requests around this new solution from the forum here. For the time being we'll get a sense of the wider interest and I'll be sure to share if there are any updates planned for history like this.
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Workpapers - Pull through bank account name and partial account number
It would also be useful if the bank name and a partial account number could be pulled through to help identify accounts where a client has many bank accounts.
2 votesHi team, this idea has been created off the back of this earlier idea raised in community.
Although this isn't in our direct plans right now, we're keen to better understand interest for this directly so we can consider in future planning.
If there is any progress we'll share an update here.
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Workpapers | Fixed Assets - Depreciation date
On the FA workpaper - show what date depreciation has been run up to, so can ensure it is complete for the period under review, which is not always clear from FA rec report or Depn schedule report. As a reviewer if not need to go to Xero to check.
6 votesThanks for sharing this idea and highlighting how helpful clear visibility of the depreciation date would be for Workpapers review. We are still working on the new Workpapers experience and this idea will help us gauge interest. Please share it with others who’d benefit so they can add their support and use cases here as well.
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Workpapers - Indication of journals that are set to Rollover
Hi, I have able to find the ability to rollover the manual journal in drafts. However, once you select to have it rollover, you are unable to see that the journal is set for rollover. Would it be possible to add a text message of 'set to rollover' in the Rollover column so different people on the job are aware of the status of the journals.
2 votesThanks for popping back to update your idea, Bradley. I've shifted this across to gaining support so we can get a greater ideas of the interest in this here. We'll share if there are any plans made for surfacing an indication to help you identify where a journal is set to rollover.
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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.
5 votesHi team, to support a more focused view, we've recently improved the way documents are being added to a pack.
Files previously added to a workpapers pack will now display on a separate tab.
We're keen to hear if this has helped solve for your needs here? Thanks 🙂
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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…
5 votesAppreciate you sharing how we could enhance the new Workpapers solution for you here. Our product teams have a close watch on the ideas coming through this forum and I'll be sure to update if there are any plans made for this.
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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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Workpapers - 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 votesAppreciate you sharing the type of workpapers that will help you get full use out of the new solution, Lyndsay.
We're working on adding more worksheets on the new solution so I'll keep you updated as there are updates here.
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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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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 - 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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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 - Delete / Reset workpaper
it seems that it is not possible to delete or reset a workpaper. For example, I created a workpaper pack for a reacl client to test. I since updated the templates, and want to reset/delete/recreate the workpaper so its i the updated format. I've messaged Xero support and they have advised this isn't possible. This means I'm not stuck and cant use this workpaper for this client. They suggested I leave a comment here.
41 votesHi Gareth, appreciate your feedback on new Xero Workpapers here. Atm, you can refresh the pack after making template changes for them to pull through.
It'd be good to get more understanding of the scenarios in which you'd like to delete packs - For example when or why you'd want to delete packs and the sort of users you'd want to allow to delete packs to help us better assess your idea here. Thanks!
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Workpapers - BAS Workpapers option
Automatic ATO BAS data extraction.
Will Xero be building the GST workpaper by extracting ATO BAS/IAS lodgments into the workpaper. Building the GST reconciliation manually with lodged data is time consuming. The data is there on the Portal, surely it can be dragged into the GST reconciliation workpaper automatically. This would save sooo much time. I know of firms investing heavily into robotics to solve this problem.
22 votesThanks for your idea on BAS workpapers being something you would like to see in our future roadmap! Your suggestion is gaining support and aligns with our focus on continuous development. We appreciate feedback and ideas like yours help us shape improvements that benefit both our teams and customers. Please keep sharing your feedback and encourage others to add their support!
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