99 results found
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Workpapers - Single workpaper for the Profit & Loss
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 votesThanks for continuing to share back on new Workpapers and how further improvements would help in your experiencing using this feature.
We'll let you know here if there are any plans to introduce a singular workpaper for the Profit & Loss.
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Workpapers - Auto update workpaper status when all accounts marked complete
The changing of statuses is too cumbersome.
The workpaper automatically changes from Not Started to In Progress. This is good.
Once I mark all Accounts as completed, it should update the status from In Progress to Ready for review.
If I untick any account (so now not all accounts are marked as completed), it should change the status to In Progress.
5 votesHi Sam, thanks for sharing your idea here. I want to confirm that this is something the team would like to implement however hasn't been scheduled just yet.
I'll round back to share when this gets picked up.
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Workpapers - Option to delete Manual Journal
The system currently does not display who posted the journal in either XWP or Xero (specific user).
Updates made to journals in Xero are not reflected in the XWP Manual Journal Summary.
Additionally, XWP only allows journals to be voided—there is no option to delete them.
5 votesHi April, I've just split this from your original idea here so we can gauge interest in being able to delete a Manual Journal separately.
Currently it's possible to Delete a Manual Journal while its in Draft, but like you noted can only be Voided once posted.
We'd like to get a better view of the interest in this from your idea here, and I'll let you know if there are any updates. Thanks!
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Workpapers - Display all Xero Journals in Workpapers to prevent duplication
Can we bring in all Journals made in the financial year not just what we create in workpapers (I picked a job we have completed to test, to see what we might like to see & this is something that would be handy, so we don't double up JNLs), also shows that the system will talk back & forth
5 votesThank you for submitting your valuable idea and specifying the critical changes you need.
We have completed our internal review of your submission. It is now live and awaiting community support.
Your idea's success depends on collective action. Please share this with colleagues who would benefit. We also encourage comments, which allow other users to share details on how your idea would improve their overall experience with Xero.
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Workpapers - Different entity types
Need to be able to use workpapers for other entity types such as Trust, Partnerships, Sole Traders. At the moment everything is tailored towards companies, which isn't helpful when the business operates under a different structure. This also makes the export to the tax return useless
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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New Workpapers - Ability to change mapping within Workpapers
The ability to change the workpaper section from within workpapers, for example the Director's loan often shows in the Other Current Liabilities, Prepayments in Other Current Assets, the ability to move the section they appear in, as the report code in Xero is usually correct.
4 votesAppreciate you sharing here, James. Our team are highly interested in all the ideas for new Workpapers that could help our Partners.
For now, we'll get a sense of wider interest from the community here. I'll share if there are any updates.
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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.
4 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 | 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 - Ability to Link A Reconciliation Field in the Workpaper with Balance in Financials
There should be a way that we can link a field in the workpaper (say it's an excel spreadsheet) as the reconciliation field and it should match the Balance in Xero. The status of the Account should be able to reflect that it is "RECONCILED" in that the workpaper matches the balance in xero.
4 votesHi community, we've made a recent update that we'd love to share and believe may help achieve what you need here.
We've now added a supporting balance column, a new variance and change column.
It'd be great to hear if there is additional that you'd be looking for in this idea.
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Workpapers - Customise/Hide Columns in Working Trial Balance for Review
Can we have the ability to hide or adjust size/ minimise "reporting codes" & "adjustments", "Adjusted balance", "Variance" & "Assignee" - making this more customisable for easy review & based on what is important for each person.
4 votesWe appreciate you sharing your idea and letting us know which changes matter most to you. Your idea has been reviewed and is now ready for community support.
Be sure to share this with any colleagues who would find this beneficial, encouraging them to add their vote as well. Community members can now also comment, offering more context on how this idea could improve their use of Xero.
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Workpapers - Ability to add our own status to workpapers
Instead of the generic status options, could we customise for our own firms. e.g. 'client queries'; 'draft with client' etc
3 votesThanks for sharing here, Julie. We're keen to get a wider sense of interest from users that'd also like to add their own statuses and what these statuses may be.
If there is any progress toward this, I'll let you know here.
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New Workpapers - GST Reconciliation worksheet (NZ)
We have the following queries for NZ workpapers:
Journals posted from within the workpapers don't appear to update when we push refresh just when we put the browser refresh.
The income tax workpaper is working well now.
Will you be preparing a GST reconciliation workpaper similar to Classic Workpapers? We currently prepare the proof in Classic Workpapers and upload a copy to beta workpapers.
Are we correct to understand only one spreadsheet can be uploaded to each workpaper section. Sometimes there are several account balances that require separate proofs so it would be helpful if several spreadsheets could be uploaded.3 votesHi Susan, I've created this idea from your original across here where we can gather support and keep you updated on development.
This is a worksheet our product teams are developing at present 🙂
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Workpapers - Worksheet for Profit appropriation/distribution
Currently all income accounts are listed under 'revenue', and while MV expenses and wages are in their own workpaper, profit appropriation accounts are lumped with all other business expenses. Could we have a separate workpaper for things like dividends & distributions, as well as a profit appropriation workpaper?
3 votesHi team, we've split this idea from the original started here so we can track interest in these worksheets separately.
Our product team are continuing to keep a close eye on the interest in enhancements to our new Workpapers solution.
I'll be sure to update if there are any plans around this to share.
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Attach documents to workpapers and or checklists
We already have firm templates and it would be great if they could be added to workpapers or more specifically - added to checklist items.
3 votesAppreciate you sharing here, Bianca. At present it's possible to attach documents to Workpaper packs, Workpapers and Accounts, however not checklists.
We'll start to get an understanding of the support from the community in this here, and I'll share if there are any updates planned.
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New Workpapers - Allow attachments on comments/review points.
It is very difficult for reviewers to attach screenshots and documents to review points as currently it is combined with the rest of the documents.
This is a frustration across our practice.
3 votesThanks for raising your idea with us about new Workpapers, Ornan.
I'll let you know here if any plans are made around attaching files to review points.
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Workpapers - Provide automated email notifications and reminders for client queries
Automatic notify reviewer that there are queries to answer on workpaper
3 votesThanks for raising this idea, Julie. We can understand how automating reminder emails for Workpapers queries could help streamline communication with clients and reduce the need for manual follow-up.
We've updated the status to Gaining Support and will continue to monitor interest from the community.
Your votes and examples of how this could fit into your workflow help us better understand the impact this feature could have.
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Workpapers - Separate worksheet for investment income
Currently all income accounts are listed under 'revenue', and while MV expenses and wages are in their own workpaper, profit appropriation accounts are lumped with all other business expenses. Could we have a separate workpaper for things like dividends & distributions, as well as a profit appropriation workpaper?
3 votesThanks for your idea, Tamara - I've split this so we can track the interest in an Investment income and Profit appropriation worksheet separately.
This will help our product teams gauge interest in each.
While we don't have any plans at present, we will share if there are any updates here.
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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.
3 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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