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29 results found

  1. Workpapers - Customised by Entity type

    47 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  2. Workpapers - add a calculator tool

    9 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, we're excited to share a significant update with you all. With the development of a new Xero Workpapers you'll have a new calculator tool (in the form of blank calculation sheets or light spreadsheet functionality), allowing you to perform basic calculations.

    Until you get new Workpapers, the best option is to continue using external spreadsheets to perform your calculations and attach them as supporting documents.

    We're initially rolling out in Australia, and we'll be sure to keep you updated on our progress as we this goes out to other regions.

    Barbara Gailey supported this idea  · 

  3. Workpapers - Integrate with the Xero trial balance

    97 votes

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    In development  ·  8 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  4. Workpapers - Automatically populate GST Adjustments

    42 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  5. Workpapers - Roll forward to the next years workpapers

    109 votes

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    In development  ·  7 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  6. Workpapers - Export & print linked files

    11 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  7. 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.

    Barbara Gailey supported this idea  · 

  8. Staff Report - Client & organisation access

    28 votes

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    9 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the engagement through this idea about managing staff access.

    To provide an update on how this currently works with the new unified staff and client experiences - When removing a staff member from your practice, the following organisation access is also removed:

    1. Linked to active clients
    2. Linked to archived clients
    3. Owned by the practice

    We're also looking into further enhancements to this flow to make the removal of org access optional. I'll share another update to confirm once this is implemented. Thanks

    Barbara Gailey supported this idea  · 

  9. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    100 votes

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    13 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 
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