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New Xero Workpapers

Welcome to the new Xero Workpapers forum! This is the place for partners to share their experience and feedback.
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New Xero Workpapers

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How could Xero improve the new Xero Workpapers solution?

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4 results found

  1. 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 votes

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    submitted  ·  System responded

    Thanks 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. 🙂

  2. Net Profit needs to be seperately identified in all workpaper view options

    Net profit should be disclosed seperately in each different view option (Profit and Loss, Balance Sheet and Trial Balance).

    In the Trial Balance and Balance Sheet view - net profit is embedded in retained earnings, in the
    Profit and Loss Statement view - it needs to be manually calculated which is not ideal.

    2 votes

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    0 comments  ·  Workpapers  ·  Admin →
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    submitted  ·  System responded

    Thanks 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. 🙂

  3. Within the

    Within the ability to add reports from Xero Blue, can we please include Payroll reports, specifically the Annual Employee Summary

    1 vote

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    0 comments  ·  Workpapers  ·  Admin →
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    submitted  ·  System responded

    Thanks 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. 🙂

  4. New Workpapers - show which accounts have unresolved "notes" (Client Queries/Review Points)

    Xero prematurely closed these two ideas:
    https://productideas.xero.com/forums/966648-new-xero-workpapers/suggestions/50801867-workpapers-ability-to-mark-note-e-g-client-que
    https://productideas.xero.com/forums/966648-new-xero-workpapers/suggestions/50599283-workpapers-status-per-account-for-reveiw

    In Classic Workpapers - if I have an unresolved Flag (Client Query, Internal Query, Review Point), the flag is red on the account. Once resolved, it is not red.

    In New Workpapers - the note is blue... whether resolved or not. I have to scroll down to the bottom and try and work out which accounts resolved notes relate to which accounts above (or hover over, every, single, one, every, single, time)..

    It's not hard. If it ain't broke, don't pay BGL to break it.

    1 vote

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    submitted  ·  System responded

    Thanks 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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