Settings and activity

11 results found

1. Account transaction report - Add YTD balance column

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   submitted  ·  1 comment  ·  For small businesses  ·  delete…  ·  Admin →
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   Kaci Magallanes commented  ·  28 July, 2023  ·  Edit…  ·  delete…

   On the new GL detail report, we need the YTD column added back, as well as an option to only show accounts with transactions that period.

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   Kaci Magallanes supported this idea  ·  28 July, 2023

2. Workpapers - Carry existing packs forward when creating new ones

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kaci Magallanes shared this idea  ·  28 July, 2023

3. Workpapers - Roll forward to the next years workpapers

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   6 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminDana A (Admin, Xero) responded

   Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

   Kaci Magallanes supported this idea  ·  28 July, 2023

4. Xero Workpapers - Order of Workpaper packs should be most recent FY first

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kaci Magallanes supported this idea  ·  28 July, 2023

5. Xero Workpapers - Being able to group entities into one client folder for related entities

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kaci Magallanes supported this idea  ·  28 July, 2023

6. Workpapers: Notify when Review is Complete

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kaci Magallanes supported this idea  ·  28 July, 2023

7. Workpapers - Ability to use Custom Excel Templates

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   2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Kaci Magallanes supported this idea  ·  28 July, 2023

8. Xero Workpapers - Integrate with Xero Files

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kaci Magallanes supported this idea  ·  28 July, 2023

9. Workpapers - Inter-Entity

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kaci Magallanes supported this idea  ·  28 July, 2023

10. Report Codes - Custom or more User defined

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    submitted  ·  9 comments  ·  For accountants & bookkeepers  ·  delete…  ·  Admin →
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    Kaci Magallanes supported this idea  ·  28 July, 2023

11. Practice Manager - Dashboard for client bank feed status

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Kaci Magallanes supported this idea  ·  28 July, 2023