Settings and activity
48 results found
-
30 votes
An error occurred while saving the comment 
Alison Hogg
supported this idea
·
-
6 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Alison Hogg
shared this idea
·
-
6 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Alison Hogg
supported this idea
·
-
9 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Alison Hogg
supported this idea
·
-
10 votes
We're grateful for your feedback on the new Workpapers, Stacey. It's really good to get an understanding of improvements that w0oulkd be most useful.
For now, we'll get a sense of the interest from others using this product here and I'll share if there are any updates.
An error occurred while saving the comment Alison Hogg
commented
In addition to this - a PS-1 sign off for client continuance as required by CAANZ
Alison Hogg
supported this idea
·
-
20 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment Alison Hogg
commented
Add to this - make it a single click without having to open the note, and then hit reply and then mark as complete. This is an inefficient workflow.
An error occurred while saving the comment Alison Hogg
commented
As a serial reviewer - this is important as we need to be able to see if they have all been cleared, so not having this will add to workload as we have to work out if they have been acknowledged or not by the preparer
Alison Hogg
supported this idea
·
-
50 votes
Hi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.
Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.
I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.
Alison Hogg
supported this idea
·
-
78 votes
Hi team, apologies we jumped the gun a touch on the idea here.
Like previously mentioned, right now you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience.
Currently our team are exploring how we might further enhance Workpapers with variations for tailored templates, and support direct importing of reports to improve the way data moves across your compliance steps. We'll share as we have more updates for you around this.
Alison Hogg
supported this idea
·
-
44 votes
Thank you for the feedback on the new Workpapers experience. We've reviewed your idea and now it's up to the community to get behind and support it. We really appreciate the time taken and the input of our customers and encourage you to share your idea with any colleagues that this could benefit so they can add their vote too! This is invaluable to our Product team. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Alison Hogg
supported this idea
·
-
9 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment Alison Hogg
commented
And to add to that - be able to see a list of all the review points for both the reviewer and the preparer as well
Alison Hogg
supported this idea
·
-
8 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment Alison Hogg
commented
These are very much needed - and it would be even more amazing if the Entertainment Non Deductible portion pulled through to the tax workpaper as an adjustment as well.
Alison Hogg
supported this idea
·
-
3 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Alison Hogg
supported this idea
·
-
13 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment Alison Hogg
commented
Seconding this - Can't even group my shareholder accounts by shareholder to see what the balances are for applying an interest charge as well which is inefficient!
Alison Hogg
supported this idea
·
-
11 votes
Thanks for your feedback on this idea. We appreciate you explaining how a dedicated line for prior year tax paid could streamline your workflow.
We've reviewed your idea 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.
Alison Hogg
supported this idea
·
-
7 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Alison Hogg
supported this idea
·
-
13 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Alison Hogg
supported this idea
·
-
15 votes
Hey thanks for raising this Idea with us regarding amortisation options in the New Workpapers calculator. We have reviewed this and moved it to Gaining Support, this means that others can vote and comment on this Idea. We will be watching the progress of this Idea and any updates will be posted here. Thanks again we appreciate your feedback on the New Workpapers.
Alison Hogg
supported this idea
·
-
19 votes
Hi Bradley and others that have supported this idea. You may have seen we have made a recent update to allow journals to be posted from individual workpapers.
It'd be great to check in with you here and see if this change meets the needs you have in this idea? We welcome your feedback
Alison Hogg
supported this idea
·
-
17 votes
Hi there, thank you for the feedback!
It sounds like the extra clicks to open the upload pop-up are adding some friction to your workflow compared to the previous version.
We definitely want the New Workpapers to feel as efficient as possible for you. Since direct drag-and-drop to a line item isn't currently available without opening the attachment window first, I’ve moved this to ‘Gaining Support’ to gauge interest from other users who’d like to see this streamlined.
Alison Hogg
supported this idea
·
-
19 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Alison Hogg
supported this idea
·
I have a bank requirement for reporting direct cashflow method to a prepared forecast which the bank has approved - at this stage, not even fathom can do it but I can load it in as a secondary budget into Xero so to be able to export the direct cashflow method against the direct cashflow budget would be an absolute game changer as at the moment, I am in spreadsheet ****.