100 results found
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Workpapers - Summary of statuses for reviewers
At the moment there is not a clear and concise summary that the Reviewers can see the status of all queries, client, internal and reviews which is annoying. The same for just having a fully complete tick box on the summary worksheet somewhere - this should obviously be changed if a refresh is done and any changes.
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 - 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 etc10 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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The Ability to Group Shareholders' Current Accounts by Shareholder
In the classic Workpapers, we had the ability to be able to group shareholder's accounts by shareholder to get the net balance, by changing the group name in the trial balance. This ability has disappeared in the new workpapers, which makes it difficult to get a view of beneficiary accounts in the workpaper stage (i.e., when trying to ensure a beneficiary has been correctly paid out their account balance). Would be great to have this feature back.
3 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 - 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).
7 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.
7 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 - show workpaper completion on the All Workpapers screen (and why are you using a checkbox for this?)
Lol. I just noticed that the checkbox in a Workpaper says Mark Accounts as Completed.
How unintuitive is that?
On the All Workpapers screen the checkbox is for selecting (and performing functions). This makes sense, even if it is ridiculous the million steps you need to take to deactivate a workpaper.
Why would you have the icon exactly the same but have the behaviour completely different?
Why wouldn't you put a heading above the checkbox to explain what it is for? (If it's for marking the account as completed)
Why can't we see that the accounts in that workpaper are…
7 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 - Ability to set up new accounts when preparing a journal
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.
7 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
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!
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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.
11 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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Remove the "add journal" feature in bank recon or trade receivables/payables
Journals cannot be processed to these accounts
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 - Include Journals in PDF export
It was a very useful feature in Classic workpapers for the journals that were created to be included in the workpapers pack that was exported. We have found that journals aren't exported in New Workpapers. Including this is key to ensure we have an accurate record of changes made to a file by the accountant, especially if the client leaves and we no longer have access to the records.
4 votesHi everyone ✨
Thanks for sharing your feedback on including journals when exporting a Workpapers PDF.
We’ve reviewed this idea and are moving it to Gaining support so others in the community can vote and add comments.
If this would help your workflow, it’d be great to hear more about when you’d use this and whether you’d expect all journals, or only workpaper journals, to be included in the export.
Your feedback helps our product team better understand demand and prioritise future improvements.
We’ll continue to monitor the support this idea receives and update the thread if there’s any progress to share.
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workpapers super admin
Workpapers - Setup - Allow users, other than Super users, the ability to set up Xero workpapers.
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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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.
6 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 - Pull through bank account name and partial account number
It would also be useful if the bank name and a partial account number could be pulled through to help identify accounts where a client has many bank accounts.
2 votesHi team, this idea has been created off the back of this earlier idea raised in community.
Although this isn't in our direct plans right now, we're keen to better understand interest for this directly so we can consider in future planning.
If there is any progress we'll share an update here.
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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.
8 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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Edit documents already uploaded to Xero Workpapers
Ability to Highlight and Edit Documents (i.e. add text box or erase sensitive information) already uploaded to Xero 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 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"
9 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 - Option to split P&L into specific category workpapers
If you're going to separate out the P&L into 5 different workpapers:
Revenue
Cost of Goods Sold
Expenses
Motor Vehicle Expenses
WagesPerhaps it might be better doing it this way:
Trading Statement - this includes trading revenue and cost of goods sold and showing a gross profit
Profit & Loss - this includes everything other then the trading statement and shows a Net Profit - perhaps with the gross profit included as a formula entry from the trading statement. So it might show other revenue that is not included in the trading statement (interest, profit on sale of assets…
4 votesWe appreciate you sharing your ideas and letting us know what matters most to you! Your suggestion is now officially open for community backing.
To give it the best chance of success, feel free to share the link with colleagues who might also find it helpful. Now that it's public, others can add their votes and comment on how this feature would enhance their experience.
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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 😅
5 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 - one click to save and close notes popup window (as Queries used to)
In original Workpapers, if I was adding a Query to an account or workpaper, after typing the Query I could click Save and the Query was saved and the popup window closed.
This is great and made total sense as more often than note, I am adding ONE Query/Note per account.
Now I have to click save and then I have to click close.
I don't want more clicks!!!
5 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 - 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.
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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