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13 results found

  1. Xero Workpapers - All user types except Standard can view Practice/Firm Accounts

    4 votes

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    0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rebecca White shared this idea  · 

  2. Workpapers - Roll forward to the next years workpapers

    95 votes

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    6 comments  ·  For accountants & bookkeepers » Workpapers  ·  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.

    Rebecca White supported this idea  · 

  3. Workpapers - add a calculator tool

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rebecca White supported this idea  · 

  4. User Roles: Workpapers - Ability to give 'read only' access

    18 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rebecca White supported this idea  · 

  5. Workpaper | Fringe Benefits - Motor Vehicle private use

    23 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rebecca White commented  · 

    I cannot work out why this wouldn't be a standard workpaper by now? We do it for almost EVERY trading entity.

    Rebecca White supported this idea  · 

  6. Workpapers - Customised by Entity type

    39 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rebecca White supported this idea  · 

  7. Workpapers for Individual Tax Returns

    6 votes

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    1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rebecca White commented  · 

    I firmly agree - you should be able to review all workpapers for a group in one area. Not have to view some in Xero Workpapers, and the others in excel or pdf docs. It's incredibly inefficient to not be able to just drag and drop a relevant pdf into a ffile note section

    Rebecca White supported this idea  · 

  8. Workpapers - Ability to use Custom Excel Templates

    150 votes

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    2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rebecca White supported this idea  · 

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

    13 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rebecca White supported this idea  · 

  10. Workpapers - Attach Document to Query

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rebecca White supported this idea  · 

  11. Workpapers - Inter-Entity

    37 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rebecca White supported this idea  · 

  12. Add ABN on Financial Reports.

    12 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rebecca White supported this idea  · 

  13. Reporting - Seperate Expenses on Profit & Loss

    80 votes

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    6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Rebecca White supported this idea  ·