27 results found
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Workpapers - 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.
24 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.
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Workpapers - Ability to mark Note (e.g. Client Query, Review Point) as resolved
In new workpapers there is no ability to see which "notes" (Client Query, Review Point) has been resolved 😭
What theeeeeeeee....
17 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.
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Carry over schedules from old xero workpapers
The new workpapers need to carry forward lease schedules, borrowing cost schedules and any other schedules from the old workpapers. There is no way I'm setting these up again.
18 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.
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Workpapers - enable Enter to activate Attach button after pasting a URL in Attach URL screen
After I paste the URL on the Attach URL screen, I want to click Enter.
My hands are on the keyboard. I don't want to have to move them to the mouse.
In original Workpapers if I pasted URL, tab Type the title and clicked Enter, it would Add link.
8 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.
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Workpapers - Review approvals
Allow each reviewer to approve line items. There are now three people that can be assigned to a workpaper but they all share the same 'status dropdown'.
We need to be able to see the preparer, reviewer and final review separately.
8 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.
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Workpapers - don't calculate Tax on taxable income, when income is nil or it is a loss
Workpapers by default calculates negative tax when there is a loss. This is wrong.
11 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.
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New Workpapers - Create Custom Workpapers and Procedures
Ability to add Custom workpaper to suit clientele. For example, the review process/ documents required will differ based on the entity type (Company vs Trust vs Sole Trader).
Also we need to be able to enter the supporting balance that is being verified against. Just comparing to PY doesn't show it's correct. This creates extra clicks to crosscheck to the source docs during the review and could be overlooked where the xero balance changes
11 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.
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Workpapers - Fix Income Tax workpaper that incorrectly shows current year June PAYG installment
Despite the fact I raised this years ago, it was ignored when building the new Workpapers (ironically, this workpaper is one of the few that mimics the original Workpapers layout).
The Income Tax workpaper (attached):
a. correctly shows 4 x current year PAYG Instalments in the 2025 Tax to pay/(refund) section
b. correctly shows the prior year June PAYG Instalment in the Balance sheet income tax reconciliation section
c. incorrectly automatically includes the current year June PAYG Instalment (copied from the section above), in the Balance sheet income tax reconciliation section99.99% of the time, the prior year June…
8 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.
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Workpapers - Delete uploaded documents
When a document is uploaded then removed from a workpaper, it stays in the background when "Attach document" is selected. We need to be able to delete these if it was added by mistake or outdated.
9 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.
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Workpapers - 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
6 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.
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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.
7 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.
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Workpapers - Lock Down Preparers from editing 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…
6 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.
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Workpapers | Manual Journals - don't automatically mark as Cash Basis
Journals (General Journals, Manual Journals) are inherently an ACCRUALS transaction. Not cash.
Manual Journals can't be recorded against a bank account in Xero.
Manual Journals should NOT be Cash Basis by default. They should be Accruals ONLY, by default. Xero should give you the OPTION to include your Manual Journals on cash based reports.
6 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.
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Workpapers - don't use decimals for fields Taxable Income and above. The tax return does not allow decimals, the workpaper shouldn't either.
The tax return doesn't allow for decimals.
When people use decimals on an income tax rec (before/up to taxable income), we end up with rounding issues and incorrect tax expense calculation.
Taxable income must be a round number, all of the inputs into the tax return to calculate taxable income must also be a round number, therefore it makes most sense to make the workpaper only allow round numbers (up until the point decimals are allowed in the tax return, which is when the tax expense is calculated).
5 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.
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Workpapers - I don't want a warning for every single time I click an attached URL
More clicks. I don't want more clicks.
I understand security.. but if someone has already hacked my Xero account, gone to Workpapers, attached a URL to an account - I have bigger security issues than the fact I will be clicking a link within my (supposedly secure) Xero account!!!
Our URLs are to our SharePoint. I do not want to confirm I want to proceed. EVERY. SINGLE. TIME.
5 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.
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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 😅
4 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.
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Workpapers - change Variance to Change or Movement (it is not a variance, it is a movement from one year to the next, which is expected)
It's bad enough that new Workpapers only show "Variance" for CY vs LY rather than CY vs supporting Workpapers (the whole point of workpapers).
This is not a Variance... it is a Change or Movement.
Variance is defined as:
- the fact or quality of being different, divergent, or inconsistent
- the state or fact of disagreeing or quarrelling
- a discrepancy between two statements or documentsYou'll notice that these all suggest a variance is not good (it's a difference of facts, quality, disagreement, discrepancy).
In the accounting world we try to solve or explain variances. A change or…
4 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.
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New Workpapers - The ability to set up new accounts when preparing a journal in new Xero workpapers
In the create journal window of the new workpapers, it would save a lot of time if you had the ability to set up new accounts there rather than back and forth into the Xero ledger. Also it would be nice if the chart of accounts updated with changes from blue Xero when posting journals in the new workpapers.
4 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.
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Workpapers - URL linking needs to have higher maximum
There is currently a limit on the length of the URL linking - this needs to be removed or increased.
3 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.
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Workpapers - Income Tax should never default to NA Not Applicable. Franking Credits should never default to Not Started for Trusts.
I started a Workpaper pack for a Trust.
Workpapers defaulted the statuses of the following workpapers:
- Income Tax: NA Not Applicable
- Franking Credits: Not StartedThis is silly. Income Tax applies to every entity.. Franking Credits only apply to companies.
3 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.
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