106 results found
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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
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Workpapers : Notes export
Workpapers - Notes
It would be great if the account name would also be visible when exporting the notes section from Workpapers. The screenshot is from a download done just now.
The export to text only extracts the comments, not an account code or name.
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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Enable Review Actions From the Working Trial Balance
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:…
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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Income tax reconciliatioin was incorrect
In the income tax reconciliation, we have identified two issues:
- After the income tax journal was posted, the current year income tax expense was incorrectly included again in the net profit before tax calculation. This should be excluded.
- In the balance sheet income tax reconciliation, the income tax provision has been recorded on the debit side, which is incorrect. It should be presented on the credit side. This will need to be corrected.
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Workpapers - 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 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 - 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…
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