74 results found
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Workpapers - Line for prior year tax paid in Income tax workpaper
The income tax workpaper has the balance sheet workpaper. Unfortunately, you have to add an 'other adjustment' to record the prior year tax payment. It would be very helpful to have at least one line called 'prior year tax paid'.
5 votesThanks for your feedback on this idea. We appreciate you explaining how a dedicated line for prior year tax paid could streamline your workflow.
We've reviewed your idea 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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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.
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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Workpapers Tab - Analytical Review
Can we have a spot that we look at all workpapers, instead of having to click into each, this is something that reviewers find frustrating & creates a barrier for older partners (less tech inclined) - like the old ones "Analytical Review", if you don't add a link on "Working Trial Balance",
This is if we cannot have the links in the "Working trial Balance"
6 votesHi team, thanks for your inputs here. This is an idea that our product team are exploring and considering how they improve the collaboration. For now we'll shift into discovery and I'll share when there is more news around this.
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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....
3 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Workpapers - Edit Checklist Items
Ability to edit the checklist item. Currently we can only delete and re-type a checklist item not edit anything that is existing
3 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Workpapers - I don't need a whole other workpaper for one account (Wages)
It's bad enough having 3 workpapers for the profit and loss... I can't change where any of the accounts go and now Wages (1 account) is split off into its own 😅
3 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Workpapers - make ability to link documents/URLs to every line of Income Tax workpaper
There is no ability to link documents/URLs to lines on the Income Tax workpaper.
We need that ability so we aren't scrolling down looking for the supporting documents...
It's so obvious.
3 votesHi Sam, thanks for sharing your thoughts on adding document linking to Income Tax workpapers.
We’ve taken a look and moved your idea into Gaining support, so it’s now open for others in the community to vote on and weigh in. If you’re able to share a bit more about how you’d use this, it could really help others see the value - and give the product team a clearer picture too.
We’ll keep you updated as things progress.
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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).
3 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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New Workpapers - Create Custom Workpapers and Procedures
Ability to add Custom workpaper to suit clientele. For example, the review process/ documents required will differ based on the entity type (Company vs Trust vs Sole Trader).
Also we need to be able to enter the supporting balance that is being verified against. Just comparing to PY doesn't show it's correct. This creates extra clicks to crosscheck to the source docs during the review and could be overlooked where the xero balance changes
3 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Workpapers | Manual Journals - don't automatically mark as Cash Basis
Journals (General Journals, Manual Journals) are inherently an ACCRUALS transaction. Not cash.
Manual Journals can't be recorded against a bank account in Xero.
Manual Journals should NOT be Cash Basis by default. They should be Accruals ONLY, by default. Xero should give you the OPTION to include your Manual Journals on cash based reports.
3 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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.
3 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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New Workpapers - The ability to set up new accounts when preparing a journal in new Xero workpapers
In the create journal window of the new workpapers, it would save a lot of time if you had the ability to set up new accounts there rather than back and forth into the Xero ledger. Also it would be nice if the chart of accounts updated with changes from blue Xero when posting journals in the new workpapers.
3 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Workpapers - Automatic Journals from rolled over workpapers
It would be a perfect scenario that with particular types of workpapers, we could auto post journals in the following year.
For example - Borrowing Cost - if Xero created a Borrowing Cost workpaper that tracked borrowing costs and kept an amortisation schedule - this would then be rolled over to the following financial year workpaper - but it could go one step further where when it is rolled over and updated for any new loans or refinanced/paid out existing loans, we could have the option to auto post the amortisation journal.
Same thing with things like Chattel mortgages, especially…
3 votesHi community, thanks for sharing and feeding back on new Workpapers with us here. I'm pleased to share that this is something that we're working on at present. I'll be back in the new year when this improvement rolls out. 😊
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Workpapers - URL linking needs to have higher maximum
There is currently a limit on the length of the URL linking - this needs to be removed or increased.
2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Xero Workpapers - Quick Access Dropdown for All Accounts
Consider enabling account-level access via a dropdown menu to improve usability, instead of having users open each individual code category.
4 votesWe appreciate you sharing your idea and letting us know what changes are most important to you.
We've completed our review, and now it's time for the community to show its support!
Please share your idea with colleagues who might find it useful and encourage them to vote. Community members can also add comments to expand on how your idea would improve their experience using Xero.
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Workpapers - Option to delete Manual Journal
The system currently does not display who posted the journal in either XWP or Xero (specific user).
Updates made to journals in Xero are not reflected in the XWP Manual Journal Summary.
Additionally, XWP only allows journals to be voided—there is no option to delete them.
3 votesHi April, I've just split this from your original idea here so we can gauge interest in being able to delete a Manual Journal separately.
Currently it's possible to Delete a Manual Journal while its in Draft, but like you noted can only be Voided once posted.
We'd like to get a better view of the interest in this from your idea here, and I'll let you know if there are any updates. Thanks!
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Flexibility with Workpaper Codes
It is my understanding that workpaper codes - e.g. A - Job Notes, A1 Financial Statements are fixed and we cannot change them.
This creates issues - as we would like to have a Workpaper Code section specifically for Division 7A, and also delete items which are clearly of no relevance - e.g. franking credits for trusts.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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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.
2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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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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Workpapers - fix the buttons on the Note popup dialogue box
The buttons on the Note popup dialogue box are silly as.
Most dialogue boxes have actions on the bottom right. If a negative action (cancel/close), it would be to the left of the main action.
Add note button is middle left and miles from the bottom right.
Bottom right is the Close button. Close button is also highlighted blue, rather than white.
To point out how ridiculous this is.. as I am typing this idea, to the bottom right of the text box are two buttons, Cancel (white) on the left, and Post idea (blue) on the right...
2 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.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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