4 results found
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Balance prior year income tax in balance sheet
Within the Balance Sheet Income Tax Reconciliation, it would be great to have a subtotal after all of the Prior year entries (ie opening balance and PFY paid/ refunded) , and a subtotal under all the current year entries (ie RWT, CY Tax paid and CY Tax provision), so that you can more easily track the balances. Bonus points if you can add columns for CY, PY1, PY2, PY3onwards and track the balance over each
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Classic Workpapers - Export workpapers to pdf in Bulk
Classic Workpapers - the Ability to export workpapers to pdf in Bulk. In preparation for the end of the classic workpaper, so that we can upload to our document management system for future reference and audit requirements.
6 votesThanks for your feedback on bulk PDF export for Classic Workpapers. We appreciate you letting us know the changes that matter most for you.
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Hubdoc
Hubdoc - Copy the Document type to "All Tabs". CN for Credit Memo, INV for Invoice, M for Memo, Stmt for Statement etc can be seen or searched for at a glance. Not just the Supplier, date, amount etc. Would be super convenient when searching.
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Allow businesses to access workpapers
Allow businesses access to workpapers including workflows etc, the same as accounting practices have. This will allow bigger businesses to set up appropriate workflows and not have to take reconciliations out of Xero to complete, saving time and improving processes.
2 votesHi Arna, just to check in on your idea here - Are you asking for small business without a Xero advisor to have access to Workpapers?
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