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45 results found
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22 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.
Shannon Patterson
supported this idea
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2 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 🙂
Shannon Patterson
shared this idea
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2 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 🙂
Shannon Patterson
supported this idea
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4 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 🙂
Shannon Patterson
supported this idea
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20 votes
Thank you for submitting your feedback and highlighting the changes that are important to you. We have reviewed your idea, and it is now open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can now leave comments to provide further context on how this would improve their Xero experience.
Shannon Patterson
supported this idea
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4 votes
Hi April, thanks for bringing this idea to our attention. Again your contributions are greatly appreciated in this process. Your idea is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here, once they've reviewed the idea.
An error occurred while saving the comment Shannon Patterson
commented
Yes please!! This is a crucial quality control/ workflow for us where we review the WP pack, then export the approved docs for signing. This also serves as a standalone backup (with the workpapers and supporting docs in one place) if we ever need to check in future years
Currently, we only have the option to export a MASSIVE single PDF...or the attachments without any folder structure.
Shannon Patterson
supported this idea
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7 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.
Shannon Patterson
supported this idea
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4 votes
Hi Chris, thanks for sharing your thoughts on workpaper variance displays. It’s helpful to understand how seeing the difference between approved workpapers and updated account balances could support your workflow.
The community team has reviewed your idea and moved it into Gaining support, so it’s now open for votes and comments. If you’re able to add a bit more detail about your use case, it may help others understand the value and give the product team clearer context.
We’ll let you know if anything changes as the idea progresses.
Shannon Patterson
supported this idea
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6 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 🙂
Shannon Patterson
supported this idea
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7 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 🙂
Shannon Patterson
supported this idea
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7 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 🙂
Shannon Patterson
supported this idea
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7 votes
Thanks for sharing your feedback on new Workpapers with us here! It's super valuable to the team as we continue to develop this space.
Our product team have picked this idea up and are actively working on providing a second layer of review/approval for Workpapers.
I'll come back to share when you can start making use of this additional step of review.
Shannon Patterson
supported this idea
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An error occurred while saving the comment Shannon Patterson
commented
Also being able to tick off line items/ accounts in the review process, for example, if there are 8 GL accounts, but only one needs further checks/ changes, we can't 'tick off' the other 7 which makes it harder to keep track of when the next review is done.
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16 votes
Thanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.
We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.
Shannon Patterson
supported this idea
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20 votes
Thanks for participating in the forum here and sharing how we could improve new workpapers further for your use, Adam. Our team are paying close attention to the ideas that are coming through here and we;'ll start to get a sense of others that'd find this flow useful here, too.
Shannon Patterson
supported this idea
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40 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. 😊
Shannon Patterson
supported this idea
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21 votes
Hi 👋 thanks for continued feedback on the New Workpapers. This particular idea has been moved to Gaining Support, which will allow others to vote and comment! We will be keeping a close eye on the Ideas coming through and will update here if there are any changes. Again we appreciate each and everyone who has participated and added their feedback.🙂
Shannon Patterson
supported this idea
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An error occurred while saving the comment Shannon Patterson
commented
Yes, please skip the N/A workpapers when using the "Next" arrows
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25 votes
Hi team, we appreciate your feedback as you get stuck in to trying our our new Workpapers. Our team have been monitoring feedback closely and I'd like to share that we're in the process of developing a GST Workpaper in our new solution. We'll be back to share once it's released. 😊
Shannon Patterson
supported this idea
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35 votes
Thanks for raising this idea for us April, you continued contribution is greatly appreciated. This idea has been merged with another very similar idea from the New Workpapers beta forum so we can gauge correctly how this functionality would benefit. This will be assessed by our product team. 🕵️
Once they've reviewed the idea we'll share the outcome and update everyone, here.
Shannon Patterson
supported this idea
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8 votes
Appreciate the feedback, Adam. Our product team are staying close to the feedback we're receiving on the new workpapers solution so I'll keep you updated hear if there is any change planned. For now we'll get a sense of others in community that support this too. Thanks
An error occurred while saving the comment Shannon Patterson
commented
Agree, it's unworkable on full screen and have to 'snap' to half screen. White space and width needs to be reduced
Shannon Patterson
supported this idea
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6 votes
Hi Bradley and others that have supported this idea. You may have seen we have made a recent update to allow journals to be posted from individual workpapers.
It'd be great to check in with you here and see if this change meets the needs you have in this idea? We welcome your feedback
Shannon Patterson
supported this idea
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Yes, please increase the crosslinks between the areas and workpapers (see screenshot)