30 results found
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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....
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New workpapers - Entertainment and Home Office Adjustments
Those workpapers were available in the old version but are no longer included in the new one. I found them quite useful, and they allowed adjustment journals to be posted directly within the workpaper. Now everything has to be done manually.
22 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.
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 - 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 We need to be able to delete these if it was added by mistake or outdated.
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 - 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.
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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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.
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 - 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…
14 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 - Add more statuses.
Currently it defaults to In Progress and I can't seem to change that? At least in Old Workpapers we had On Hold, which we used if there were queries with the client and the job was stalled. And Done, when it was out for signing and waiting for the workpapers to be signed off. It would be really handy to a) be able to customise the Status, and then b) change it.
Also I tried the Notify feature and that didn't update Status to Ready for Review either
Otherwise looking at my client view of all workpapers in progress, we…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 - 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.
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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A1: Financial Statements & Tax Return - Ability to review and approve sections like in old workpapers
We are experiencing a significant workflow issue with the layout and functionality of A1 – Financial Statements & Tax Return in the new Xero Workpapers.
How We Used This Section in the Previous Workpaper Pack
In the previous version, this section functioned as our final review and sign-off hub. It included structured default notes such as:
Financial Statements
Company/Trust Tax Return
Individual Tax Returns
Final Email to Client
This setup allowed us to:
Upload final versions of each document
Review each document individually
Add review notes directly against that specific document
Tick off and approve each item only once it…
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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New Xero Workpapers - Income Tax workpaper - fix Net profit link (doesn't factor in trust distributions)
The Net profit amount that pulls through to Xero Workpapers treats trust distributions to beneficiaries as expenses. They should be excluded (as it does with Income Tax Expense and Dividends Paid).
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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Ability to add our practice workpapers each year
Prefer to have one set of workpapers completed in a single software. Within Xero workpapers have ability to attach excel template to specific workpapers for completion eg live stock workpaper, overdrawn current account, hire purchase workpaper, etc.
The most important workpapers have calculations that are required outside of verifying an account balance. Eg those mentioned above.
If unable to have all workpapers in one place, it's easier to stay with current excel pack.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 - 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…
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 - Show attachments in Supporting Documents section
When documents are attached to line items, could they please also show in the Supporting documents section? Currently, they only appear again if you click the line item.
For example, on the Bank Reconciliation workpaper, a statement has been attached to each bank account line, but when the workpaper is opened again, you only know something is attached due to the icon under Actions. You have to click on the line item for the supporting document to appear below (which isn't intuitive).
Everything attached should show in the Supporting documents section, as per the old Workpapers.
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 - 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.
10 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 - 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.
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 | Accounts receivable hotlink - link to summary report for reviewers
The current account receivables hotlink is the detailed report for Accounts receivable which can be very busy - ideally the summary report would be better for Reviewers who don't need to see the individual invoice level of detail.
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 - 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.
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 - 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).
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 - 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.
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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