3 results found
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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 votesWe appreciate the support this idea is receiving and will continue to monitor feedback this receives for consideration in future planning.
I'll make sure to share if there's any progress for you all here.
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Workpapers Spreadsheet - formatting, cell selection, size of sheet
Can the spreadsheet have more formatting options - like borders so that you can have a top and bottom border on a total cell? Bold type?
Also, it needs more functionality like being able to select the range of cells to sum =sum(select cells using mouse) instead of manually typing in the range.
When you copy and paste from Excel formatting is lost and you cannot add additional lines past where the data pastes if past row 20 (The data itself can paste to additional rows). If data goes to row 19, you cannot insert additional lines past 20 either.
10 votesHi community, appreciate the desire for more formatting in new Workpapers and this is something our product team would like to explore more but with a few other items in the pipeline atm isn't road mapped just yet.
We'll continue to gauge the interest in this idea and as soon as there are updates I'll share with you all, here.
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New Workpapers - Individual tax return
Is there any plan to do a workpaper pack for individual tax returns, linking to the tax return?
2 votesHi Chris, apologies as returning to your idea here and checking in with our product team I can confirm it is not currently possible to create Workpaper packs for individuals unless they have a Xero subscription.
This is something our team intend to look into longer term, and I'll be keep you updated of any progress surrounding this here. Thanks
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