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9 results found
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29 votes
Hi everyone, we appreciate your feedback on new Workpapers through the forums here. Our product teams are continuing to closely review the ideas our community bring to us and consider these closely as they plan their roadmap.
I will be sure to share if there are any updates to share on adding new workpapers that will fit the needs here.
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Jo Bosson
supported this idea
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39 votes
Thanks for sharing your idea for Xero's new Workpapers here, Michelle. There is an existing idea for a Loan Schedule that I've adde your vote to and we'll keep you updated on.
I've made your one here specific to a Hire Purchase workpaper. We don't have direct plans of this atm, but we'll share if there are any updates.
Jo Bosson
supported this idea
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26 votes
Appreciate the interest building in this idea team and receiving feedback from you here on the new our new Workpapers.
We will be sure to update you here if any plans for adding this are made.
Jo Bosson
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.
Jo Bosson
supported this idea
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68 votes
Thanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.
An error occurred while saving the comment Jo Bosson
commented
It would be great if you could have the Client Reference Code showing as a Column option when sorting / filtering clients in the main screen of XPM.
ALSO it would be great if this ACTUAL field showed when viewing a clients details as opposed to having to EDIT a client to see it??
I know there is an Export Code option but why have both when could just make the Client Reference Code visable on a clients detailed page.
Jo Bosson
supported this idea
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161 votes
Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
Jo Bosson
supported this idea
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123 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Jo Bosson
supported this idea
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An error occurred while saving the comment Jo Bosson
commented
100% agree.
Even just adding a “Banks” tab alongside Home, Sales, Purchases, Reporting, etc., would help.
We have a client with around 30 bank accounts – a mix of credit cards, foreign currency, and NZ accounts. Being able to quickly search or filter to find the right account for reconciliation would make a huge difference.
Right now, having all banks on the dashboard is incredibly clunky – and it means we can’t use other useful widgets for insights because the space is overrun with bank accounts.
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88 votes
We're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Jo Bosson
commented
YES please - frustrates me and clients so much
Jo Bosson
supported this idea
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31 votes
An error occurred while saving the comment Jo Bosson
commented
Its always been massive bug bear of mine to not be able to CHOOSE the bank Rule you want to apply if it doesn't 100% match. Sometimes you can setup a bank rule and all works well then for some reason something changes on how feeds imported and the rule doesn't 100% match so you have to tweak it. To be able to choose it like you can in Cash Coding would be amazing.
ALSO we DON'T give client access to Cash Coding as they often MESS this up big time and so we prefer them to stay away from this and so this means they DON'T have access to this option to choose a bank rule.
I CAN'T understand how this isn't important enough to make a feature
Jo Bosson
supported this idea
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These were incredibly useful and such a shame to not see these there now. Having to enter things into the Excel Spreedsheet and do own calculations each time is incredibly time consuming.