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11 results found
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6 votes
After some testing, we discovered that downloading the file in Excel or Google Sheets format and then saving it as a PDF reduces the column size. While this may not be ideal, it can serve as a temporary workaround.
Emile Coop
supported this idea
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171 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.
Emile Coop
supported this idea
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26 votes
Hey everyone as you can see we have split the original Idea up into seperate ideas including:
(New Workpapers - Payroll tax feature)
(New Workpapers - Dividends. 7A Loans feature)
And I have also added your votes to the following similar established Ideas:
(Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation)
(Workpaper | Fringe Benefits - Motor Vehicle private use)
This is so we can monitor interest for each of the features. The Product team will be reviewing these ideas and we will post any updates on these here. Again thanks for your feedback.
Emile Coop
supported this idea
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85 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
Emile Coop
supported this idea
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102 votesEmile Coop
supported this idea
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271 votes
Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
Emile Coop
supported this idea
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29 votesEmile Coop
supported this idea
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36 votes
We're grateful for your engagement and letting us know the changes that matter to you.
We've reviewed your idea to add an auto allocation button and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Emile Coop
supported this idea
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5 votes
Hi Emile, appreciate you sharing this suggestion for specific shortcuts that would improve efficiency when working in reports. This idea is open for fellow community members to support through voting and comments.
We also have an existing idea for more shortcuts in Xero - we'd encourage you to also add your vote to that broader idea here: Navigation - More keyboard shortcuts in Xero.
Voting on both helps us in two ways: it shows our Reporting team the specific need you have, and it also contributes to the overall demand for more keyboard efficiency across all of Xero.
Thanks again for your valuable contribution to the community!
Emile Coop
shared this idea
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3 votes
Hi Emile, we're grateful for your engagement and for sharing this excellent idea to use comparatives in a return in NZ Tax. We agree that having a feature like this, similar to what's available for Australian tax returns, would be a fantastic tool to help ensure accuracy and streamline the preparation of returns.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero. We'll be keeping an eye on its progress.
Emile Coop
shared this idea
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303 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Emile Coop
supported this idea
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