25 results found
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Workpapers - Ability to navigate to other workpapers
Instead of having to go back to the main overview and then select the workpaper, it would be good to be able to have a drop down to select a workpaper as well as the forward and back buttons.
25 votesAppreciate the feedback on our new Workpapers here, team. Our product team are tracking the feedback for improvements closely and I'll share if there are any updates.
For now, we'll continue to see the attention this idea builds.
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New Workpapers - Hide 'N/A - not applicable' workpapers or be able to change the workpaper code to custom sort
A function whereby we can either toggle hide/unhide on workpapers that are 'N/A - not applicable' would be very useful. Or at least the ability to amend the workpaper codes so 'N/A - not applicable' workpapers can be custom sorted to the bottom of the pack, out of the way
24 votesHi 👋 thanks for continued feedback on the New Workpapers. This particular idea has been moved to Gaining Support, which will allow others to vote and comment! We will be keeping a close eye on the Ideas coming through and will update here if there are any changes. Again we appreciate each and everyone who has participated and added their feedback.🙂
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Workpapers - Show variation of bank reconciliation from closing balance
In the bank reconciliation, it would be great to be able to enter the closing balance per the bank statement, and the workpaper shows any variance.
It would also be great if the bank name and a partial account number could be pulled through to help identify accounts where a client has many bank accounts.
23 votesThanks for participating in the forum here and sharing how we could improve new workpapers further for your use, Adam. Our team are paying close attention to the ideas that are coming through here and we;'ll start to get a sense of others that'd find this flow useful here, too.
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Workpapers - notes to include account name
Within a specific workpaper we have the ability to add a note and select the account code that the note applies to. Can we add the account name in there as well?
20 votesThanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.
We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.
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Workpapers - Apply status options to the whole workpaper
The Status options (Completed, ready for review etc. ) apply to the whole workpaper, for example Current Liabilities. Is it possible to apply a status to each individual account within that workpaper, ie so that as you are reviewing you can mark each account as completed or rework required as you go, instead of the status applying all accounts within that workpaper.
17 votesThank you for the feedback on the new Workpapers experience. We've reviewed your idea and now it's up to the community to get behind and support it. We really appreciate the time taken and the input of our customers and encourage you to share your idea with any colleagues that this could benefit so they can add their vote too! This is invaluable to our Product team. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Workpapers - Link notes to mulitple accounts
We would like to have the ability to link a note to multiple accounts, including different account types (eg liability and expense).
13 votesHi team, we have split this idea from the original raised across here.
Our teams are watching the interest for changes in Workpapers through the forum here, and I'll make sure to let you know if any plans are made for this.
For now, we'd like to continue to track the interest in this. Thanks
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New Workpapers - Dividends. 7A Loans feature
If the purpose of new work paper is for seamless compliance, should it not have the following feature:
- Div. 7A Loans
All these features are available in the old/classic work paper.
11 votesHi everyone, and thank you for your feedback on this feature Idea in the New Xero Workpapers. We have reviewed this are moving this to Gaining Support so others can vote and comment on this. The Product team will continue to monitor this and other feature Ideas and feedback on the new Workpapers and we will post an updates here.
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New Workpapers - Chattel Mortgage Loans
If the purpose of new work paper is for seamless compliance, should it not have the following features:
- Chattel Mortgage Loans
All these features are available in the old/classic work paper.
8 votesHey everyone as you can see we have split the original Idea up into seperate ideas including:
(New Workpapers - Payroll tax feature)
(New Workpapers - Dividends. 7A Loans feature)
And I have also added your votes to the following similar established Ideas:
(Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation)
(Workpaper | Fringe Benefits - Motor Vehicle private use)
This is so we can monitor interest for each of the features. The Product team will be reviewing these ideas and we will post any updates on these here. Again thanks for your feedback.
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Workpapers - Post a journal without creating a draft
Manual journals have to be saved as a draft first. Then they need to be edited to be posted. This is an unnecessary step. Or if it is required, it should be role based.
10 votesThanks for the feedback, Susan. Appreciate how this change could help you speed up your processing of Workpapers.
For now, it'd be good to get a sense of interest from others that'd also find this useful.
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Workpapers - Column order on Working Trial Balance
Can we swop the LY and CY columns in the working trial balance so that it is consistent with what we see in the workpapers tab (CY first and then LY)
12 votesGood to hear about the changes in new Workpapers that would be impactful to you.
We have a close eye on the idea here and I'll be sure to share if there are any changes planned.
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New Workpapers - Payroll tax feature
Would like to see this feature in the New Workpapers.
7 votesThanks for the feedback on the New Xero Workpapers, we appreciate the time taken to add your thoughts and votes on the new experience. We have moved this to Gaining Support and the Product team will review the comments and votes here. We will update the Idea when there are any updates or changes.
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Workpapers | Income Tax - Reduce column width in L
A little UI matter, I know the column widths will scale depending on the window size; however, when I go into the Income Tax workpaper, the spacing seems quite wide even in a smaller split-screen window. It would be nice if the column widths were narrower
8 votesAppreciate the feedback, Adam. Our product team are staying close to the feedback we're receiving on the new workpapers solution so I'll keep you updated hear if there is any change planned. For now we'll get a sense of others in community that support this too. Thanks
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Workpapers - Create income tax journal from within Tax reconciliation
In the old workpapers, you had the ability to generate the income tax journal to post to the Xero file. It would be very useful to have this option again in the new workpapers.
8 votesHi Bradley and others that have supported this idea. You may have seen we have made a recent update to allow journals to be posted from individual workpapers.
It'd be great to check in with you here and see if this change meets the needs you have in this idea? We welcome your feedback
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Workpapers - Display variance amount for updated account balances
Whilst the 'Updated' yellow tag on the Workpaper and specific account is useful, it would be an improvement to also show the difference between the approved workpaper and the new updated account balance after the balances have been refreshed. It will make it very simple to identify the updates needed for the workpaper.
5 votesHi Chris, thanks for sharing your thoughts on workpaper variance displays. It’s helpful to understand how seeing the difference between approved workpapers and updated account balances could support your workflow.
The community team has reviewed your idea and moved it into Gaining support, so it’s now open for votes and comments. If you’re able to add a bit more detail about your use case, it may help others understand the value and give the product team clearer context.
We’ll let you know if anything changes as the idea progresses.
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Workpapers - Add amount out by balance to manual journal message
When working in the manual journals, you receive a message that the journal is out of balance. It would be great if this message also advised the amount of the out of balance.
9 votesThanks for sharing your feedback, Bradley. Our product team are watching the feedback for new Workpapers here closely.
We'll keep a keen eye on the interest for this and let you know if there are any updates.
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New Workpapers - Send Client Queries
We need to be able to send the Client Queries to a client.
The old Xero Workpapers allowed us to send a notification to a client's email, and the client would answer the queries and upload their documents which would be automatically imported into the old Xero Workpapers.
6 votesHey Everyone! Thanks for the feedback on the New Workpapers experience. Xero Ask is available on the Classic Workpapers but as yet not available in the new Workpapers experience. We've reviewed your idea and moved it to Gaining Support and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Prepayment Workpaper - Amortisation calculation
The prepayment workpaper should have the facility to calculate the amount to amortise which was there in previous Xero Workpapers.
7 votesHey thanks for raising this Idea with us regarding amortisation options in the New Workpapers calculator. We have reviewed this and moved it to Gaining Support, this means that others can vote and comment on this Idea. We will be watching the progress of this Idea and any updates will be posted here. Thanks again we appreciate your feedback on the New Workpapers.
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Workpapers - Create groups for Workpapers
Is there a way that we could create a group or a link to all groups within workpapers
8 votesThanks for sharing your idea, Michaella! It's great to hear what improvements would help in new Workpapers.
We'd like to gauge the interest from others in this here and I'll let you know if any plans are made for groups.
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Workpapers - Include quality assurance requirements in standard workpaper pack (like independence sign off)
Can other quality assurance requirements be included as part of the standard workpapers - for example independence sign off ?
This will save us having to address this separately or add it in ourselves in workpaper packs etc7 votesWe're grateful for your feedback on the new Workpapers, Stacey. It's really good to get an understanding of improvements that w0oulkd be most useful.
For now, we'll get a sense of the interest from others using this product here and I'll share if there are any updates.
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Workpapers - More options for Comparison Period
When preparing monthly or quarterly workpapers, we would like to be able to select the comparison period as last month, quarter or end of last financial year. Not just the same period last year.
4 votesHi Susan, great to hear your feedback on the comparison periods in Workpapers here.
As we continue to develop this new product we're keeping a keen eye on the interest ideas in this forum are building and I'll let you know if there are any changes planned for this, here.
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