Settings and activity
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46 votes
Thanks for feeding back on your auto reconcile experience with us here and letting us know the changes that'd help you make the most use of this feature.
Right now, our teams are looking into improvements including a settings panel that enable more control of what drives bank auto reconciliations in your org. I'll be back to share more when this is released 🙂
Matthew Spears
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174 votes
Thanks to everyone who's shared feedback here. Over time, the conversation has broadened from the original request: the ability to create custom-designed workpapers, similar to Classic Workpapers, with tailored calculation rows, sections and mapped account codes.
This is something we're actively exploring and will share another update soon. We’ll use this idea to track that broader customisation capability.
Requests for specific worksheets are best tracked separately:
- Inter-entity loan workpapers
- Division 7A loans
- Motor vehicle private use and FBT
- Franking credits - add payment dates
- Investment income
- Profit appropriation/distribution
Tracking these separately helps us understand interest, needs and use cases. Please make sure to add your vote to these if of interest, or start a new idea for a new one.
An error occurred while saving the comment Matthew Spears
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109 votesMatthew Spears
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As per Fancisca's comment, without this functionality the new Workpapers feels largely unusable.
There are a lot of aspects which we have custom templates set up for in the Classic Workpapers which in the new system, we would need to spend time doing manually elsewhere and would need to attach into the notes section. This isn't ideal and the extra time spent doing that defeats the object of the Workpapers in the first place.