6 results found
-
ATO Account/s link for reconciliation purposes
Have an ATO account link to be able to reconcile the Xero account for the ATO Activity Acount and respective ATO Income Tax Account - and if relevant FBT account, etc.
13 votesWhile the idea is clear and well-articulated, the request for a direct "link" to the ATO constitutes a request for a third-party integration, which is explicitly listed as a quality that disqualifies an idea from proceeding to the "Existing Functionality" or "Gaining Support" classifications.
-
Workpapers - Excel integrations vs Attachments
One of the best features in MyWorkpapers is the Excel online integration. When we upload a working paper or source document, it automatically opens in Excel Online, allowing us to use templates such as GST reconciliations or borrowing cost schedules directly within the platform. Any updates made to the spreadsheet save automatically and remain linked to the file, making the process far more efficient than attaching Excel files manually. In Xero working papers, when an Excel file is attached, clicking on it prompts a download; if changes are required, the file must then be edited, saved, and re-uploaded, which is…
10 votesThanks for this feedback, everyone. Instead you could use a live link and attach it as a URL. This way you can always open it via the link and any changes are still reflected when you click into the link in future.
We'll be continuing to add functionality to the spreadsheet within the workpaper itself.
-
Queries
Where do we find all the Queries/ review notes, etc instead of having to click into each section
9 votesHey Michaella
Sorry, I'm not 100% sure of what you're asking here, but it sounds like it might use a look from our Support specialists.
(This part of Xero Central isn’t our Support area. It’s a public forum for discussing potential future improvements to Xero)
Please could you raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1.
You can find details on how to raise and update support cases here: Get help from Xero support and here: My cases in Xero Central.
Thanks!
-
Fix Journal Balancing Bug
When preparing Journals, I've repeatedly found a bug where it gives the warning that "Debit and Credit totals must match", and won't let you save the draft journal even though the debit and credit totals do match. I have to then cancel the journal and start again, which is especially frustrating when preparing large journals.
3 votesSorry to hear the troubles you're running into here, Wesley . If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens.
Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
-
Refreshing the data causing more work
We need the ability to be able to see which accounts have changed when we refresh the data as the work flow at the moment makes it more cumbersome for example:
- preparer drafts manual journals > marks as ready for review
- reviewer reviews and says everything looks good ok to post manual journals
- preparer posts manual journals and updates the status of everything to ready to review as they go and then when they refresh everything goes back to rework required
3 votesHi Natalie
Thanks for sharing your idea with us.
The scenario you’ve described—where refreshing the data causes items to revert to “Rework Required” after they’ve already been posted and reviewed—suggests that something in the workflow isn’t behaving as intended.
Because this appears to be unexpected product behavior (rather than a feature request), it doesn’t meet the criteria for a new idea and is instead classified as Feedback.
Next Steps
Since the issue directly affects your workflow and may indicate a bug or design flaw, it should be raised with Xero Support so they can investigate.
Please contact Support and include:
- The specific report you’re using
- The exact steps taken by both the preparer and reviewer
- When the “Refresh” action is triggered and how the status changes
- Details of the manual journals involved, if possible
This will help the support team review the refresh/status behaviour and ensure everything is working as designed.
-
URL linking doesn't always work
We link to workpapers in Sharepoint but as we are using the new workpapers we have noticed that some URL links work fine while others show a "404 Not Found" error despite it being correct.
Not sure but it may be due to the link being a PDF.
1 voteAppreciate you feeding back on new Workpapers, Stephen. Checking in with our product team this isn't the expected behaviour and something that would be best investigated by our Xero Support team so we can get the right details to escalate to product.
If not already, please do raise a case about this through Xero Central. Thanks!
- Don't see your idea?