7 results found
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Workpapers - fix behaviour after Attach document/URL popup window opens
After I click the paperclip icon to open the Attach document/URL popup window, I want to take my hand off my mouse and use my keyboard. I want it to show Attach URL by default (as I have requested in a separate product idea), but short of that I want to be able to tab through to where I need to go.
After I click the paperclip icon to open the Attach document/URL popup window, I click tab and it selects buttons and fields behind the popup window... it should be offering options within the popup window.
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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Lock Down Preparers from Making Changes to Completed Workpapers
Currently when an individual set of workpapers are marked as Completed, they can be then changed by a Preparer without it alerting the reviewer that the Workpaper is now not reviewed for that change.
Once a workpaper is marked as completed, if any change occurs after this, it should be changed to In Progress immediately automatically (similar to how it changes from Not Started to In Progress). This would prevent that Workpaper from being changed without the reviewer being alerted.
I would have deep concerns about knowing all Workpaper integrity has been maintained without this feature or a feature like…
2 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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Delete / Reset workpaper
it seems that it is not possible to delete or reset a workpaper. For example, I created a workpaper pack for a reacl client to test. I since updated the templates, and want to reset/delete/recreate the workpaper so its i the updated format. I've messaged Xero support and they have advised this isn't possible. This means I'm not stuck and cant use this workpaper for this client. They suggested I leave a comment here.
2 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 - if we're going to be splitting up the P&L accounts.. EXP.DIS accounts should not be on the Expenses workpaper
Profit distribution accounts might have an EXP in the report code (and Xero might force us to use Expenses as the account type in Xero).. but they're not expenses.
Xero has split Revenue, COGS and Expenses across three workpapers.. but still lumped profit distribution accounts in Expenses.
2 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 - I don't need a whole other workpaper for one account (Wages)
It's bad enough having 3 workpapers for the profit and loss... I can't change where any of the accounts go and now Wages (1 account) is split off into its own 😅
2 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 Checklist Items
Ability to edit the checklist item. Currently we can only delete and re-type a checklist item not edit anything that is existing
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 - fix the buttons on the Note popup dialogue box
The buttons on the Note popup dialogue box are silly as.
Most dialogue boxes have actions on the bottom right. If a negative action (cancel/close), it would be to the left of the main action.
Add note button is middle left and miles from the bottom right.
Bottom right is the Close button. Close button is also highlighted blue, rather than white.
To point out how ridiculous this is.. as I am typing this idea, to the bottom right of the text box are two buttons, Cancel (white) on the left, and Post idea (blue) on the right...
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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