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48 results found

  1. Workpapers - Ability to use Custom Excel Templates

    163 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

    Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

    The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

    We'll post an update as soon as we have any news to share.

    Mandy Hamilton supported this idea  · 

  2. Workpapers - Ability to edit to meet compliance needs

    43 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Mandy Hamilton supported this idea  · 

  3. Workpapers - Automatically populate GST Adjustments

    42 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Mandy Hamilton supported this idea  · 

  4. Fixed Assets - Ability to include additions to existing assets

    148 votes

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    submitted  ·  26 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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    Mandy Hamilton supported this idea  · 

  5. Navigation - Buttons at top to navigate between pages of a list

    161 votes

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    submitted  ·  33 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Mandy Hamilton supported this idea  · 

  6. Financial Statements - move copy and edit button

    14 votes

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing the idea here, however, we're going to move this idea to not planned as we don't have any plans of moving the placement of the 'Copy and edit' button within a report. 

    You'll find within all Xero's reports the bottom options bar is frozen, so you can find this option permanently on the page. 

    Mandy Hamilton supported this idea  · 

  7. Workpapers - automated page breaks in notes

    25 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Mandy Hamilton supported this idea  · 

  8. Tax Workpaper - Imputation credit for "tax provision per P&L"

    25 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Mandy Hamilton supported this idea  · 
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