112 results found
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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.
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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.
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.
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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).
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.
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Workpapers | Manual Journals - don't automatically mark as Cash Basis
Journals (General Journals, Manual Journals) are inherently an ACCRUALS transaction. Not cash.
Manual Journals can't be recorded against a bank account in Xero.
Manual Journals should NOT be Cash Basis by default. They should be Accruals ONLY, by default. Xero should give you the OPTION to include your Manual Journals on cash based reports.
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.
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Workpapers - I don't want a warning for every single time I click an attached URL
More clicks. I don't want more clicks.
I understand security.. but if someone has already hacked my Xero account, gone to Workpapers, attached a URL to an account - I have bigger security issues than the fact I will be clicking a link within my (supposedly secure) Xero account!!!
Our URLs are to our SharePoint. I do not want to confirm I want to proceed. EVERY. SINGLE. TIME.
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.
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Workpapers - show workpaper completion on the All Workpapers screen (and why are you using a checkbox for this?)
Lol. I just noticed that the checkbox in a Workpaper says Mark Accounts as Completed.
How unintuitive is that?
On the All Workpapers screen the checkbox is for selecting (and performing functions). This makes sense, even if it is ridiculous the million steps you need to take to deactivate a workpaper.
Why would you have the icon exactly the same but have the behaviour completely different?
Why wouldn't you put a heading above the checkbox to explain what it is for? (If it's for marking the account as completed)
Why can't we see that the accounts in that workpaper are…
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.
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Workpapers - change Variance to Change or Movement (it is not a variance, it is a movement from one year to the next, which is expected)
It's bad enough that new Workpapers only show "Variance" for CY vs LY rather than CY vs supporting Workpapers (the whole point of workpapers).
This is not a Variance... it is a Change or Movement.
Variance is defined as:
- the fact or quality of being different, divergent, or inconsistent
- the state or fact of disagreeing or quarrelling
- a discrepancy between two statements or documentsYou'll notice that these all suggest a variance is not good (it's a difference of facts, quality, disagreement, discrepancy).
In the accounting world we try to solve or explain variances. A change or…
7 votesHi team, we appreciate the feedback we've received from you on Workpapers here. Taking this on board we will be updating "Variance" to "Change", and a new column will be included called "Variance" which is current year vs supporting balance.
I'll keep you in the loop of when this is released here. Thanks 🙂
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New Workpapers - Ability to set up new accounts when preparing a journal
In the create journal window of the new workpapers, it would save a lot of time if you had the ability to set up new accounts there rather than back and forth into the Xero ledger. Also it would be nice if the chart of accounts updated with changes from blue Xero when posting journals in the new workpapers.
7 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Workpapers - make ability to link documents/URLs to every line of Income Tax workpaper
There is no ability to link documents/URLs to lines on the Income Tax workpaper.
We need that ability so we aren't scrolling down looking for the supporting documents...
It's so obvious.
6 votesHi Sam, thanks for sharing your thoughts on adding document linking to Income Tax workpapers.
We’ve taken a look and moved your idea into Gaining support, so it’s now open for others in the community to vote on and weigh in. If you’re able to share a bit more about how you’d use this, it could really help others see the value - and give the product team a clearer picture too.
We’ll keep you updated as things progress.
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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.
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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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 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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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).
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.
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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 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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Workpapers - I don't need a whole other workpaper for one account (Wages)
It's bad enough having 3 workpapers for the profit and loss... I can't change where any of the accounts go and now Wages (1 account) is split off into its own 😅
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.
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Workpapers - one click to save and close notes popup window (as Queries used to)
In original Workpapers, if I was adding a Query to an account or workpaper, after typing the Query I could click Save and the Query was saved and the popup window closed.
This is great and made total sense as more often than note, I am adding ONE Query/Note per account.
Now I have to click save and then I have to click close.
I don't want more clicks!!!
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.
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Workpapers - Offer both Attach URL and Attach document when clicking Attach document or file next to an account
On original Workpapers I would click the Document button next to an account and I'd have the option to upload a file OR paste a URL.
In new Workpapers, I click the Attach a document or file paperclip next to the account and I am by default, only shown the Attach document option.. I have to Click Attach URL to paste the URL.
Offer both or offer the choice to choose the default (ours is Attach URL, every time).
This change adds a click EVERY. SINGLE. TIME. we want to attach a URL (which is all the time).
Terrible change.
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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.
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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 👋 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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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.4 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.
4 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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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…
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