Settings and activity
8 results found
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6 votes
Hi team, we really appreciate the feedback from you here and the issues for Reviewers that you've raised. We've made some recent changes and are really keen to hear if these improvements have solved for your needs.
Now;
- when using the arrow keys in the top right to navigate between worksheets, those marked as Not applicable are now automatically skipped
- When viewing attachments, you can use the arrow key button at the bottom of the attachment to move between files (screenshot below)
Let us know if these changes have been of benefit!
Trudi Ballantyne
shared this idea
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77 votes
Hi team, atm we're considering improvements to enable you to navigate between workpapers without needing to go back to the workpaper list.
I'll be sure to keep you updated of progress around this, here. Thanks
An error occurred while saving the comment -
8 votes
Hi team, appreciate this idea is specifically around how you can process Manual Journals within new Xero Workpapers.
Right now the selection of whether to show a journal on cash basis reports is only available when posting Manual journals within an organisation at present.
Our product team are still making improvements within the new Workpapers experience and using feedback from the forums here to inform their roadmap.
This isn't planned at present, but I'll be sure to let you know if there are any plans made around enabling this selection within our new Xero Workpapers solution, here.
Trudi Ballantyne
supported this idea
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56 votes
Hey Everyone! Thanks for the feedback on the New Workpapers experience. Xero Ask is available on the Classic Workpapers but as yet not available in the new Workpapers experience. We've reviewed your idea and moved it to Gaining Support and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Trudi Ballantyne
supported this idea
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19 votes
Hi team, we’ve just released the ability to import an .xlsx as spreadsheet template in the settings for each worksheet.
We get this doesn't remove some of the restrictions mentioned in the comments here, but hope you can appreciate we're taking steps to remove friction of having to work with these limitations every day. Thanks.
An error occurred while saving the comment Trudi Ballantyne
commented
Having the ability to add cells without having to type manually is cruicial - just adds time and reliance on external apps.
Trudi Ballantyne
supported this idea
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108 votes
Hi team, thank you for the continued engagement here. We appreciate there are multiple needs that have been shared through this idea and we wanted to provide an update that our AU GST worksheet is currently being tested by a small group of practices to ensure it will meet the needs of Australian practices.
I'll be back to share more on this idea as it rolls out wider to practices.
Trudi Ballantyne
supported this idea
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57 votes
Thanks for your feedback on our updates to Jobs within the practice experiences beta. Our team are following and considering all feedback we receive through this forum very closely and I'll be sure to let you know if there are any updates.
Trudi Ballantyne
supported this idea
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An error occurred while saving the comment Trudi Ballantyne
commented
Agree with this - using a desktop and having to scroll down through so much white space to get to the tax returns associated with the job.
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48 votesTrudi Ballantyne
shared this idea
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The forward and back buttons need attention - they are going through the workpapers that aren't relevant to the particular job - so the workpaper is shaded out on the front page - but are still included in the forward & back arrows.