New Xero Workpapers

9 results found

1. New Workpapers - Add sub-headings in checklist section

   Ability to add in the checklist section more description/content in the checklist section of the workpaper lines. This would allow us to include essential sections required by the CPA, like Engagement Acceptance/Continuance and Knowledge of the Entity. I built these in the classic Workpapers. Too bad I can't carry over the Workpapers lines I built in the classic version. I attached a screenshot of one section in classic Workpapers showing a line, the guidance and comments.

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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. 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.

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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. New Workpapers - Access and Retention

   I have been told (Support ref CX0017912960) that when we create and use WP attached to an organisation, if the client removes our access to the Organisation, we will lose our access to the Workpapers for that client.
   Workpapers are a Practice Tool and an important record of work done that we need to retain FOR OUR OWN RECORDS for regulatory and professional reasons. They do not belong to the client.
   The practice needs to have full control of access and retention of these records. Legally Workpapers are the property of the practice.
   While there is an option to export the workpapers prepared to a pdf file, I think most practices are likely to perform that export only on completion of a job or year.
   I am concerned that where a dispute arises, the client can effectively restrict (knowingly or not) access to these records which are not their property.
   If access to the Xero Blue organisation is changed, the effect on Workpapers should just be to break the link at that point, leaving the balances as they had last been extracted. The practice should still be able to open and read the existing workpaper files and attachments as they were.
   This could become important if the practice became involved in legal proceedings or a professional complaint.

   I have been told (Support ref CX0017912960) that when we create and use WP attached to an organisation, if the client removes our access to the Organisation, we will lose our access to the Workpapers for that client.
   Workpapers are a Practice Tool and an important record of work done that we need to retain FOR OUR OWN RECORDS for regulatory and professional reasons. They do not belong to the client.
   The practice needs to have full control of access and retention of these records. Legally Workpapers are the property of the practice.
   While there is an option to export… more

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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. 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.

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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. 🙂

5. Remove the "add journal" feature in bank recon or trade receivables/payables

   Journals cannot be processed to these accounts

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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. 🙂

6. 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

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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. 🙂

7. 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.

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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. 🙂

8. The Ability to Group Shareholders' Current Accounts by Shareholder

   In the classic Workpapers, we had the ability to be able to group shareholder's accounts by shareholder to get the net balance, by changing the group name in the trial balance. This ability has disappeared in the new workpapers, which makes it difficult to get a view of beneficiary accounts in the workpaper stage (i.e., when trying to ensure a beneficiary has been correctly paid out their account balance). Would be great to have this feature back.

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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. 🙂

9. 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.

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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. 🙂