112 results found
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Workpapers - Income Tax should never default to NA Not Applicable. Franking Credits should never default to Not Started for Trusts.
I started a Workpaper pack for a Trust.
Workpapers defaulted the statuses of the following workpapers:
- Income Tax: NA Not Applicable
- Franking Credits: Not StartedThis is silly. Income Tax applies to every entity.. Franking Credits only apply to companies.
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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Workpapers - URL linking needs to have higher maximum
There is currently a limit on the length of the URL linking - this needs to be removed or increased.
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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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.
4 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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Working Trial Balance - Adjust order
To improve clarity and usability, please consider reorganizing the layout in the following order: Assets → Liabilities → Equity → Revenue → Expenses.
In addition, including a Net Profit/(Loss) summary at the bottom—or displaying Current Year Earnings within the Equity section—would provide users with a clearer financial overview.
4 votesThanks for your continued support and feedback of the new Workpapers experience. We rely on your feedback to ensure we build the best product for our customers. This will be assessed by our product team. 🕵️ Once they've reviewed the idea we'll share the outcome and update everyone, 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.
3 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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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.
3 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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Remove the "add journal" feature in bank recon or trade receivables/payables
Journals cannot be processed to these accounts
3 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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Need to see full p&l not split
Need to see a full p&l rather than it being split between Revenue, Expenses, COS and Motor expenses. We need to be able to see an overall position especially from a Reviewers perspective
3 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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Workpapers - Summary of statuses for reviewers
At the moment there is not a clear and concise summary that the Reviewers can see the status of all queries, client, internal and reviews which is annoying. The same for just having a fully complete tick box on the summary worksheet somewhere - this should obviously be changed if a refresh is done and any changes.
3 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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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.
3 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 - 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.
3 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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Edit documents already uploaded to Xero Workpapers
Ability to Highlight and Edit Documents (i.e. add text box or erase sensitive information) already uploaded to Xero Workpapers
3 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 - fix the colours for the various statuses and groups, not so many illogical duplicates
They're all illogical and not even consistent
See summary and improvements noted on the attached
3 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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Enable a link to a Job Number as an option
Allow a link to a Job Number if job has been created
3 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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Reporting period
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 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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Posting journals that need gst return adjustment
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 👋 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 - 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 - 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.
3 votesThanks for the feedback on new Workpapers here. This isn't something we have plans for just yet, but we're keeping a close watch on the ideas in this forum and will be sure to share if there are any plans around this made.
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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 - 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.
3 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.
- Don't see your idea?