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33 results found
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7 votes
Hi team, we have split this idea from the original raised across here.
Our teams are watching the interest for changes in Workpapers through the forum here, and I'll make sure to let you know if any plans are made for this.
For now, we'd like to continue to track the interest in this. Thanks
Susan Davies
shared this idea
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24 votesSusan Davies
supported this idea
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3 votes
Hi Susan, great to hear your feedback on the comparison periods in Workpapers here.
As we continue to develop this new product we're keeping a keen eye on the interest ideas in this forum are building and I'll let you know if there are any changes planned for this, here.
An error occurred while saving the comment Susan Davies
shared this idea
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10 votes
Thank you for the feedback on the new Workpapers experience. We've reviewed your idea and now it's up to the community to get behind and support it. We really appreciate the time taken and the input of our customers and encourage you to share your idea with any colleagues that this could benefit so they can add their vote too! This is invaluable to our Product team. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Susan Davies
supported this idea
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4 votes
Thanks 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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Susan Davies
supported this idea
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95 votesSusan Davies
supported this idea
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11 votes
Hi 👋 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 🙂
Susan Davies
supported this idea
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43 votes
Hi community, thanks for engaging with this idea! It’s already gaining strong traction, and we can see how important this is to many of you.
We understand the value of being able to map general ledger accounts directly to all tax return schedules in Xero Tax, not just the business schedule. This improvement would go a long way in streamlining tax workflows, increasing efficiency, and reducing the risk of manual entry errors.
The idea is now in the Gaining Support stage. Your continued votes and comments help highlight its importance and guide our product team's priorities.
Susan Davies
supported this idea
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81 votes
Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.
As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.
With the new Client experience you can now;
- Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
- The TFN can be added later by clicking Edit once the client is created.
- If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment
Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.
Susan Davies
supported this idea
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15 votes
Thanks team, we appreciate your feedback on this here and I'd like to confirm this is something that our product teams are working on at present.
We'll keep you updated on progress here. 🙏
Susan Davies
supported this idea
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4 votes
Thanks for the feedback, Susan. Appreciate how this change could help you speed up your processing of Workpapers.
For now, it'd be good to get a sense of interest from others that'd also find this useful.
Susan Davies
shared this idea
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10 votes
Appreciate the feedback on our new Workpapers here, team. Our product team are tracking the feedback for improvements closely and I'll share if there are any updates.
For now, we'll continue to see the attention this idea builds.
Susan Davies
shared this idea
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13 votes
Hi team, thanks for sharing on your experience with Xero's new Workpapers through this forum. We'd like to update you that our product team are currently developing the ability to create and view journals within specific workpapers.
I will keep you informed of further updates for this, here. 😊
Susan Davies
supported this idea
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7 votes
Appreciate hearing what features would be useful to you in new Workpapers, team.
It's best to keep each idea in the forums separate so we can track demand and keep you updated on each.
I've created another for the ability to link to multiple accounts here, and we'll track the interest for customising the note type through this idea.
I'll let you know if there are any plans made for this.
Susan Davies
shared this idea
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8 votes
Good to hear about the changes in new Workpapers that would be impactful to you.
We have a close eye on the idea here and I'll be sure to share if there are any changes planned.
Susan Davies
supported this idea
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6 votes
Thanks for the feedback, everyone. Appreciate wanting to easily view headings as you work within the Working Trial balance.
Totally get it's not a solution when you're mid work but in lieu of this atm you can use the 'Home' key on your keyboard to quickly navigate to the top of the page and view headings.
We'll keep an eye on the support in this and share if there are any updates.
Susan Davies
supported this idea
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6 votes
Thanks for sharing your idea, Michaella! It's great to hear what improvements would help in new Workpapers.
We'd like to gauge the interest from others in this here and I'll let you know if any plans are made for groups.
Susan Davies
supported this idea
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10 votes
Hi 👋 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 🙂
Susan Davies
supported this idea
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14 votes
Hi team, appreciate the interest in links and hotlinks for workpapers. This idea has been split from the original so that we can track interest in hotlinks specifically through this idea and share any updates.
This is currently a feature that our product team are considering and we will move the idea to In discovery. We will share any further news of this, here.
Susan Davies
supported this idea
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25 votes
Hi team, we wanted to return to share that this is something our team are picking up for closer consideration. For now we'll move to In discovery and I'll keep you informed of any news, here. 😊
Susan Davies
supported this idea
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We would love to be able to switch between last month/quarter and end of last financial year.