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69 results found
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19 votes
Thanks for letting us know the report suggestions that are most important to you.
We've reviewed your idea and now it's up to the community to get behind and support it. Other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Sasha Nicely
supported this idea
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1 vote
Hi Sasha, thanks for your suggestion.
We've reviewed your idea and can appreciate that this approach may provide greater visibility in regards to practice staff's annual leave. We'cw updated the status to gaining support so that other members can vote and share comments to lend their support to this idea. We appreciate you taking the time to let us know what's important to you and your business.
Sasha Nicely
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30 votesSasha Nicely
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35 votes
Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.
An error occurred while saving the comment Sasha Nicely
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9 votesSasha Nicely
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3 votes
Hi community, we’re excited to announce that we're rolling out a new Workpapers solution. Considering the ideas raised for Workpapers in these forums our product team have done their best wrap many key requests into new Xero Workpapers!
As highlighted in this idea, within the new solution there are customisable checklists and workflows, including check boxes designed to give you a clear and simple way to track and manage your review and sign-off processes. Our goal is to streamline your compliance workflows and reduce the need for manual tracking.
We're releasing this in stages, starting with early access in Australia, with a progressive rollout to follow. I'll share more as this lands with everyone through this idea.
Sasha Nicely
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8 votesSasha Nicely
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7 votesSasha Nicely
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36 votesSasha Nicely
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19 votes
Hi team, I'm happy to let you know that we’re working on a new Xero Workpapers solution, within which practices will be able to grant staff the ability to see all workpaper packs for clients they have access to 😊
In addition, it offers more control over staff permissions within Workpapers, including the ability to restrict certain actions to just administrators or reviewers.
We've just started rollout to Australian partners with more regions to come in the new year. Thanks again for your feedback and we'll post another update to confirm when released to all Partners.
Sasha Nicely
supported this idea
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8 votes
Hi community, we understand wanting to hear from us around improvements for workpapers and we have some good updates coming with our new Workpapers solution!
Some of the key enhancements you'll find in the new solution include; roll forward, direct ledger integration, granular user roles, and better collaboration tools. Once live to all we intend to continue iterating and adding enhancements to this new product.
We've started release to our Australian partners now, with plans to release to to all regions in the new year.
Sasha Nicely
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3 votesSasha Nicely
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14 votes
Hi team, we've been listening to your feedback and understand just how important it is to have an efficient workflow when preparing workpapers.
As you may have heard, we've been working on a brand new Workpapers solution. This is a complete overhaul of our Workpapers offering, and we're thrilled to confirm that linking to the prior year's archived workpaper pack is on the roadmap.
The new solution will include direct and seamless navigation between years, providing a link from the current year's workpaper pack to the previous year's archived pack for the same client. This'll save you significant time, making your compliance and review workflows much smoother. We're phasing the rollout, starting with Australia, with a global expansion to follow. I'll keep you updated here as this release widens.
Sasha Nicely
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25 votesSasha Nicely
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9 votes
Thanks for your engagement with this idea, team. Your feedback on how this feature would improve your efficiency and workflow has been invaluable. We're excited to share that we're actively working on a new Xero Workpapers with the ability to roll over workpaper packs including notes and documents, providing the breakdown of accounts sought after here. Release has begun to Australian partners and we'll be sure to provide more information here as this rolls out further.
Sasha Nicely
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5 votesSasha Nicely
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17 votesSasha Nicely
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96 votesSasha Nicely
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108 votesSasha Nicely
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46 votes
Hi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.
Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.
I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.
Sasha Nicely
supported this idea
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Notes from Bank Rec to be Carried onto on Bank Reconciliation.
When going through the bank rec, we add notes for query transactions. We then manually send this information to the client via email.
It would be great if there was a report we could run to show unreconciled transactions with comments next to them
Thank you