62 results found
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Workpaper - Allow file attachments to automatically open in a new browser tab or secondary window
Most accountants use multiple screens some when reviewing workpapers is would be more ideal for any attachments to open on the other screen otherwise the attachment is always in the way of the workpaper.
3 votesHi Lisa, thanks for sharing this suggestion. We understand that having attachments automatically open in a new browser tab or separate window could make it easier to work across multiple monitors and compare documents while entering or reviewing transactions.
I've updated the status of this idea to Gaining Support so we can continue tracking interest. If this would improve your workflow, please add your vote.
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Workpapers - Rearrange/reorder Checklist Items
It would be useful to re-arrange checklist items to the order in which they are being done
20 votesHi team, we've split this idea from the original thread that was more focused on the ability to edit checklists.
We recognise there are some users that would also find the ability to rearrange items within a checklist helpful.
While this isn't in the roadmap atm, we're keen to stay on top of the interest for this here and will share if there's any news.
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Workpapers - Working Trial Balance to show Profit(Loss) Figure
On the Working Trial Balance Section of the new Workpapers, when selecting the Profit & Loss section it would be great to be able to see the Profit(Loss) figure.
2 votesHi Chad, thanks for your feedback on the Working Trial Balance in Xero's new Workpapers. It's really good to hear back how our partners would find this more useful.
For the time being we'll get a sense of interest through your idea. If there are any updates planned for this I'll share with you, here.
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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.
2 votesThanks 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 - Allow non Super users access
Workpapers - Setup - Allow users, other than Super users, the ability to set up Xero workpapers.
4 votes✨ Hi everyone, thanks for sharing your feedback on this idea.
We understand how helpful it would be to allow users other than Super users to set up Xero Workpapers, especially where practices want to delegate setup tasks across their team.
We’ve moved this idea to Gaining Support, so others in the community can vote and add comments to share how this change would help their workflow.
If this is something that would make a difference for your practice, please add your vote and share a little more detail about who would need this access and why. This helps our product team better understand the impact and demand.
We’ll keep an eye on the feedback here and update the thread if there’s any progress to share.
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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 - Option to Group Shareholders' Current Accounts by Shareholder
In the classic Workpapers, we had the ability to be able to group shareholder's accounts by shareholder to get the net balance, by changing the group name in the trial balance. This ability has disappeared in the new workpapers, which makes it difficult to get a view of beneficiary accounts in the workpaper stage (i.e., when trying to ensure a beneficiary has been correctly paid out their account balance). Would be great to have this feature back.
4 votesThanks for letting us know how we could further improve new Workpapers for you here. 🙂
Can see how you found this feature useful in Classic workpapers and we'd like to see the support for this in new from your idea here.
Welcome to share the idea with any colleagues that would find this useful so they can add their vote, too. I'll be sure to update of there are any plans made to group accounts by shareholder.
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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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New Workpapers - Show if Xero period is locked
It would be good to visibly show the period Xero is locked up to. As a reviewer I want to know Xero is left locked without leaving workpapers to check.
7 votesAppreciate wanting more visibility if a Xero organisation has a locked period, thanks for sharing back on how we can improve new Xero Workpapers for you.
For now our teams are getting a sense of interest in the different opportunities our customers see us being able to develop this new solution for them, we'll continue to keep an eye on this idea and share if there are any updates.
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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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New Workpapers - Restrict option to delete comments
Currently in the new workpaper, all users can delete others comments/ notes. This should be restricted. We have preparers deleting, editing reviewers' review points.
3 votesThanks for sharing your feedback on this idea and explaining how restricting the option to delete comments could improve control and visibility when collaborating in Workpapers.
We've reviewed this idea and moved it to Gaining Support, which means it's now open for other community members to vote and comment.
If this would make a difference for your practice, please keep sharing examples of how you'd use it and the impact it would have on your workflow. This helps us better understand the demand and how this could improve the experience.
We'll continue to monitor the feedback here and share any updates if the status changes.
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New Workpapers - Add sub-headings in checklist section
Ability to add in the checklist section more description/content in the checklist section of the workpaper lines. This would allow us to include essential sections required by the CPA, like Engagement Acceptance/Continuance and Knowledge of the Entity. I built these in the classic Workpapers. Too bad I can't carry over the Workpapers lines I built in the classic version. I attached a screenshot of one section in classic Workpapers showing a line, the guidance and comments.
6 votesGood to hear how we can improve checklists for your use - Thanks for sharing.
While we don't have immediate plans, we'll keep a good eye on the interest in this here and I'll be sure to let you know if there's any news.
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Workpapers | Accounts receivable hotlink - link to summary report for reviewers
The current account receivables hotlink is the detailed report for Accounts receivable which can be very busy - ideally the summary report would be better for Reviewers who don't need to see the individual invoice level of detail.
4 votesAppreciate the feedback and how you'd like the accounts receivable to link to the summary report rather than details.
We'll continue to consider improvements like this as we continue to develop new Workpapers. For now, share this idea with other colleagues that would also find this useful so they can add their vote. 🙂
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Workpapers - Hotlinks for all accounts
Not all of the hotlinks work against all of the general ledger accounts. It happens on some but not all ie. Other Debtors, Intercompany, Shareholders Loans etc.
4 votesAppreciate hearing this feedback here, thanks for sharing about new Workpapers with us.
I've passed this onto our product team and will share any updates on this with you here.
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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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Workpapers | Profit & Loss and Balance Sheet - Allocate and set up Folders in Report Code Category Order
Suggest Allocating the separate Profit Loss and Balance Sheet Accounts into Folders in Report Code Category order similar to how they are listed in the "Working Trial Balance". That way we can adjust the Report Codes to the move the accounts to their desired Folders in Xero Workpapers.
1 voteThanks for feeding back to us here, Sam. It'll be good to get a wider interest in this view from the community here.
We'll keep a touch on the support this idea receives and share if any plans are made around this here.
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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…
6 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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Workpapers - Edit documents already uploaded
Ability to Highlight and Edit Documents (i.e. add text box or erase sensitive information) already uploaded to Xero Workpapers
3 votesThanks for feeding back on how we can further improve the new Workpapers solution for you here.
This isn't something we have plans around atm, but are paying close attention to all ideas coming in about this feature.
If there are any plans made to enable editing of uploaded documents we will update you here.
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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).
9 votesThanks for the feedback on this here, team. I'm connecting back with our product team on this one and will share updates with you here.
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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
29 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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