74 results found
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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....
1 voteThanks 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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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
1 voteThanks 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 - 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...
1 voteThanks 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 - Fix Income Tax workpaper that incorrectly shows current year June PAYG installment
Despite the fact I raised this years ago, it was ignored when building the new Workpapers (ironically, this workpaper is one of the few that mimics the original Workpapers layout).
The Income Tax workpaper (attached):
a. correctly shows 4 x current year PAYG Instalments in the 2025 Tax to pay/(refund) section
b. correctly shows the prior year June PAYG Instalment in the Balance sheet income tax reconciliation section
c. incorrectly automatically includes the current year June PAYG Instalment (copied from the section above), in the Balance sheet income tax reconciliation section99.99% of the time, the prior year June…
1 voteHi 👋 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 - Income Tax should never default to NA Not Applicable. Franking Credits should never default to Not Started for Trusts.
I started a Workpaper pack for a Trust.
Workpapers defaulted the statuses of the following workpapers:
- Income Tax: NA Not Applicable
- Franking Credits: Not StartedThis is silly. Income Tax applies to every entity.. Franking Credits only apply to companies.
1 voteHi 👋 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.
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Workpapers - Manual Journals - don't require a description (Manual Journals in Blue Xero don't)
Xero doesn't require a description for every line of a Manual Journal. Workpapers should be the same.
It also doesn't highlight/tell you which field it thinks is required but is missing. That's so lazy of the developers.
1 voteHi 👋 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…
1 voteHi 👋 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!!!
1 voteHi 👋 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 - Offer both Attach URL and Attach document when clicking Attach document or file next to an account
On original Workpapers I would click the Document button next to an account and I'd have the option to upload a file OR paste a URL.
In new Workpapers, I click the Attach a document or file paperclip next to the account and I am by default, only shown the Attach document option.. I have to Click Attach URL to paste the URL.
Offer both or offer the choice to choose the default (ours is Attach URL, every time).
This change adds a click EVERY. SINGLE. TIME. we want to attach a URL (which is all the time).
Terrible change.
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1 voteHi 👋 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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Ability to Link A Reconciliation Field in the Workpaper with Balance in Financials
There should be a way that we can link a field in the workpaper (say it's an excel spreadsheet) as the reconciliation field and it should match the Balance in Xero. The status of the Account should be able to reflect that it is "RECONCILED" in that the workpaper matches the balance in xero.
1 voteHi 👋 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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URL linking doesn't work for all URL's
We link to workpapers in Sharepoint but as we are using the new workpapers we have noticed that some URL links work fine while others show a "404 Not Found" error despite it being correct.
1 voteHi 👋 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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Summary of workpapers status within the client view
This isn't a workpapers-specific solution, but the ability to see the status of workpapers in the clients section of the PartnerHub could have great development opportunities. It would be very useful to give a quick snapshot of the client and if it was also available as a column in the global client view you could filtering by work completed/ in progress/ not yet received. Furthermore, giving developers access to the API for this field would also open up other opportunities.
1 voteHi 👋 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 - Ability to Rollover manual journals
It would be extremely useful to be able to roll over manual journals in draft within the workpapers pack. We have a number of situations where this would be very handy: recording FBT contributions, recording dividends, recording income tax expense, recording trust and partnership distributions. Just having the journal in draft to potentially use would save a lot of time when you have multiple lines to setup.
1 voteHi Bradley, our product team have reviewed your idea and while this isn't in the immediate pipeline we'd like to look into this deeper in the new year.
I'll let you know when there are updates to share for you here.
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Workpapers - Limit in File size attachment
Encountered an error saving large files (e.g. Deeds) – limit appears to be 21MB per file.
1 voteThanks for bringing this to our attention April, again your feedback is incredibly helpful when assessing our users experience. This is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here.
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