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New Xero Workpapers

Welcome to the new Xero Workpapers forum! This is the place for partners to share their experience and feedback.
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New Xero Workpapers

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How could Xero improve the new Xero Workpapers solution?

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6 results found

  1. Workpapers - Refresh data button from within individual workpapers.

    Currently we can refresh workpapers from the workpapers, working trial balance, manual journals and settings screen, but when we open a specific workpaper that button is no longer available. Can we have this when working in a specific workpaper. This will save us having to click back when we are making adjustments

    40 votes

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    5 comments  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the support this idea is gaining, and understand the use in being able to refresh individual workpapers.

    This is something we have intentions of developing out but don't have a timeframe on this just yet. I'll be sure to update you here as soon as there's progress. 🙂

  2. New Workpapers - Individual tax return

    Is there any plan to do a workpaper pack for individual tax returns, linking to the tax return?

    21 votes

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    2 comments  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 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

  3. 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.

    19 votes

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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 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.

  4. 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.

    17 votes

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    2 comments  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    We 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.

  5. Workpapers | Working Trial Balance - Enable Review Actions

    Allow reviewers to access workpaper attachments for an account and to update the account status directly from the Working Trial Balance view.

    Current Limitation
    Our reviewers prefer working from the Working Trial Balance view. However, under the current functionality, they MUST navigate away from this view and open the Workpapers area to review attachments and mark an account balance as complete. These additional clicks add unnecessary time, and some reviewers find switching between sections disruptive and confusing. For simpler or low‑risk accounts, navigating away solely to mark the balance as reviewed is completely unnecessary.

    Proposed Improvement
    Add the ability to:

    …

    1 vote

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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Ariane, we appreciate you sharing your feedback on new Workpapers here, and understand how enabling more review actions within the Working Trial Balance could be helpful.

    We'll be sure to keep you updated if there are any plans made for this here. Thanks

  6. Workpapers - Add Related Account filter to Account Transactions

    Add Related Account for Xero Work Papers so you can create or set specific Xero Account Transactions so that you can work with related account work papers. You could then sort, filter, and group transactions by Related Accounts based on date ranges. This would mean Xero Work Papers is the place to easily review and assess the accuracy of the other side of transactions and quickly see issues. It also means you can report on a Bank Account's Debits and Credits, grouped by Related Account Number. And then, on demand, click the related account in Xero and investigate/review it. This…

    1 vote

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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing her, Brett.

    As we continue to make improvements to new Workpapers bringing transactional Data into Xero Workpapers is something we have our sights on.

    I'll keep you updated on development for this here.

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