Settings and activity
4 results found
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104 votes
Samuel Falana
supported this idea
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68 votes
Hi community, we appreciate your continued feedback and hearing how important client queries are to your Workpapers workflow.
We understand the value of being able to send queries to clients and have their responses and documents come back into New Workpapers. This is something we have intentions of developing, however it's not being worked on just yet. We’ll update you here when things progress.
Samuel Falana
supported this idea
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174 votes
Thanks to everyone who's shared feedback here. Over time, the conversation has broadened from the original request: the ability to create custom-designed workpapers, similar to Classic Workpapers, with tailored calculation rows, sections and mapped account codes.
This is something we're actively exploring and will share another update soon. We’ll use this idea to track that broader customisation capability.
Requests for specific worksheets are best tracked separately:
- Inter-entity loan workpapers
- Division 7A loans
- Motor vehicle private use and FBT
- Franking credits - add payment dates
- Investment income
- Profit appropriation/distribution
Tracking these separately helps us understand interest, needs and use cases. Please make sure to add your vote to these if of interest, or start a new idea for a new one.
Samuel Falana
supported this idea
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23 votesSamuel Falana
supported this idea
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GoCardless in Xero - split invoice over multiple payments
The option of being able to split payments in GoCardless for one invoice would be extremely beneficial. Currently, we have to split an already issued invoice into multiple invoices retaining the invoice date for all of them and changing the due dates to reflect when we want GoCardless in Xero to take payments over the many months.