99 results found
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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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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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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 - Manual Journals - don't require a description (Manual Journals in Blue Xero don't)
Xero doesn't require a description for every line of a Manual Journal. Workpapers should be the same.
It also doesn't highlight/tell you which field it thinks is required but is missing. That's so lazy of the developers.
3 votesThank you for sharing your feedback and highlighting the inconsistency between Workpapers and Xero Blue regarding the requirement for descriptions on manual journal lines. We recognize that in Xero Blue, descriptions are not required for every line of a manual journal, while in Workpapers, this field is currently mandatory. We are moving this idea to “Gaining Support.” as we are actively monitoring interest and feedback from our community to help us prioritize future improvements.
We appreciate your input and encourage you to continue sharing your experiences. We’ll provide updates here as we review this idea further.
Thank you for helping us improve Xero Workpapers!
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Workpapers - Automatic Journals from rolled over workpapers
It would be a perfect scenario that with particular types of workpapers, we could auto post journals in the following year.
For example - Borrowing Cost - if Xero created a Borrowing Cost workpaper that tracked borrowing costs and kept an amortisation schedule - this would then be rolled over to the following financial year workpaper - but it could go one step further where when it is rolled over and updated for any new loans or refinanced/paid out existing loans, we could have the option to auto post the amortisation journal.
Same thing with things like Chattel mortgages, especially…
3 votesHiya team, we have recently released the ability to roll forward journals in new Workpapers.
You'll find this option in the header of the manual journal tab.
It's worth noting as you'll see from the note in my image - While you can set a manual journal to roll forward, this will not roll forward debit and credit values as often these will change year to year.
For the time being, we'll leave this idea open so we can continue to track interest in being able to automatically roll forward manual journals with values. To get more insight of the use case we'd love to hear more detail of situations our customers have where you'd want to roll forward journals with the same values? Thanks!
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Workpapers - Limit in File size attachment
Encountered an error saving large files (e.g. Deeds) – limit appears to be 21MB per file.
3 votesThanks for bringing this to our attention April, again your feedback is incredibly helpful when assessing our users experience. This is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here.
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Workpapers - Ability to attach Annual Payroll Summary report from an organisation
When attaching Blue Xero reports, it would be good to be able to attach the Annual Payroll Summary
2 votesGood to know the reports you'd find useful when attaching in Workpapers, Tammie.
Our product teams are keeping a close watch on the feedback here. Make sure you share your idea with other colleagues that'd find this useful too. I'll share if there are any updates.
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Workpapers - Adjusted net profit (include draft journals) on the tax reconciliation
Adjusted net profit (after taking into account draft journals) should be shown on the tax reconciliation workpaper. At present, the journals need to be posted before the net profit amount on the tax reconciliation is updated. As we would like to review the journals before they are posted in Xero at the same time all other workpapers are reviewed, it would make sense that the draft journals also flow through to the tax reconciliation.
2 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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Workpapers - Import multiple spreadsheets to a workpaper section
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.2 votesAppreciate your feedback, Susan. With quite a few points raised in your post I'd recommend raising a case with our specialists at Xero Support who'll be able to confirm, and look into anything that may not be working as expected.
Just to highlight, a journal will need to be posted in order for it to appear.
We're planning to release a new GST Reconciliation worksheet to NZ practices within new Workpapers over the coming months and I've split your idea here off so we can keep you updated on this.
For your post here, I've updated the title to reflect the last point you've shared on importing multiple spreadsheets to a workpapers section and we'll start to gauge interest from others in this and share if there are any updates.
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Workpaers - Imports to include accounts with any balance or movement
Currently when importing a file into XWP's any archived accounts aren't imported in. This creates an issue with asset and liability accounts especially that could be easily missed as part of the YE process.
Easy example here is a bank account that was active in the 2016 fin year has been closed and archived in 2027 FY. When generating the XWP's later on that account is missed from the import and potentially we'd miss the relevant backup evidence and rec's usually associated.
I'm not chasing a filter in XWP's or anything, just that the standard import setting be to include…
2 votesAppreciate your feedback here, Andy. This is something we'll start to get a sense of wider interest in and consider for future enhancements.
I'll let you know if there is any news around this.
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New Workpapers - Subheadings/Titles for notes
Enabling subheadings/title for notes on the notes page. This was really helpful in the old workpapers as you could easily navigate to specific areas
2 votesSorry it's taken a while to get back on your idea here, Ibrahim. Appreciate hearing how this feature was useful to you in classic workpapers.
We're continuing to keep an eye on the interest in this and will share if there are any plans made for allowing subheadings on Notes.
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Workpapers | Working Trial Balance - Enable Review Actions
Allow reviewers to access workpaper attachments for an account and to update the account status directly from the Working Trial Balance view.
Current Limitation
Our reviewers prefer working from the Working Trial Balance view. However, under the current functionality, they MUST navigate away from this view and open the Workpapers area to review attachments and mark an account balance as complete. These additional clicks add unnecessary time, and some reviewers find switching between sections disruptive and confusing. For simpler or low‑risk accounts, navigating away solely to mark the balance as reviewed is completely unnecessary.Proposed Improvement
Add the ability to:…
2 votesPleased to share an update with you here, Ariane! We appreciate the friction in the workflow you described and our product team have picked up work for enabling review actions within the Working Trial Balance.
I'll come back to let you know when this is released. 😊
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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 - 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 - Enable left and right keyboard arrows for horizontal scrolling
Not sure if it is just me, but to scroll across the screen in workpapers I need to first scroll all the way down, to the bottom scroll bar, then go across, then scroll back up. Doing that you also lose the column that says the account name, so need to remember its number. The left and right arrows on the keyboard don't scroll. Very ineficient both for reviewing and adding documents
1 voteThanks for sharing this feedback, Gillian. Having left and right arrow key navigation across wide Workpapers grids could make it easier to move between columns while keeping the account name visible.
For now, you can use Shift + mouse scroll or horizontal trackpad gestures to move across the table.
I’ve updated this idea to Gaining Support so we can continue tracking community feedback. If direct keyboard scrolling would improve your workflow, add your vote and let us know.
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Workpapers | Trial balance - Conflicting balance due to negative/positive
I love that Xero tries to extract the balance from the workpaper attached and compares it to the value in Xero but it doesn't work properly.
I have a director loan liability in the trial balance of $1,529.52. In workpapers it shows as ($1,529.52) as its a liability.
I have attached the Account Transactions report from Xero which confirms the balance. However, the report does not show the balance as a negative/credit. It just shows the balance as $1,529.52.
As a result workpapers thinks its out of balance because it's expecting a negative balance. It then gives me an incorrect…1 voteThanks for highlighting this one with us here, Beth and appreciate your option to provide examples. I'm just checking in with our product team on this and will round back once I have more information.
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New Workpapers - Ability to add Annbual Employee Summary report from blue Xero
Within the ability to add reports from Xero Blue, can we please include Payroll reports, specifically the Annual Employee Summary
1 voteHi Tammie, just re-reviewing your idea here I can see you've started this within the Workpapers forum and looking for the ability to attach the Annual Employee Summary report from within blue Xero to a workpaper.
We'll get a wider feel of interest for this through your idea here.
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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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Workpapers - Add Related Account filter to Account Transactions
Add Related Account for Xero Work Papers so you can create or set specific Xero Account Transactions so that you can work with related account work papers. You could then sort, filter, and group transactions by Related Accounts based on date ranges. This would mean Xero Work Papers is the place to easily review and assess the accuracy of the other side of transactions and quickly see issues. It also means you can report on a Bank Account's Debits and Credits, grouped by Related Account Number. And then, on demand, click the related account in Xero and investigate/review it. This…
1 voteThanks for sharing her, Brett.
As we continue to make improvements to new Workpapers bringing transactional Data into Xero Workpapers is something we have our sights on.
I'll keep you updated on development for this here.
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