105 results found
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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 - 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 - 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
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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Include archived accounts
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 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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Allow attachments to 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.
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 - Provide automated email notifications and reminders for client queries
Automatic notify reviewer that there are queries to answer on workpaper
2 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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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.
2 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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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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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 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 | 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 - 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.
2 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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We have the following queries: Journals posted from within the workpapers don't appear to update when we push refresh just when we put the
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.1 voteHi 👋 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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journal upload more
I'd like to suggest increasing the line limit for manual journal uploads. The current limit of 300 lines can be restrictive for larger journals.
Could this be increased to 1,000 lines or more? This would reduce the need to split journals into multiple uploads and make the process much more efficient.
Thanks for considering this idea.
1 voteHi 👋 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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Order of LY and CY seem backwards in workpapers
In the workpapers, the LY balance is first, and the CY balance is second (going left to right), but when you run any report in Xero, CY is always first, and LY is second. Also, in the workpaper overview, the CY balance is first, and the LY balance is second.
It should be consistent with CY first and LY second.
1 voteThanks 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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Workpaper Due Date
The ability to change the workpaper due date. Maybe even add in a start date?
At present the due dates are added when you set up the workpaper and you can't adjust them.
Ideally the due date will be XX weeks after you start the pack, which would hopefully be when you have enough information to start. When you can't change it means no one can set up the workpapers in advance.
At the moment that column is useless1 voteThanks 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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Change the supporting balance variance to a $ value instead of a percentage
I don't see the need for the percentage variance for the supporting balance. Changing the supporting balance variance to a $ value makes more sense. It could then be used to assist with year end alignment journals.
1 voteThanks 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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