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40 results found
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11 votes
Hi April, thanks for bringing this idea to our attention. Again your contributions are greatly appreciated in this process. Your idea is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here, once they've reviewed the idea.
Alex Jenner
supported this idea
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51 votes
Hi everyone, and thank you for your feedback on this feature Idea in the New Xero Workpapers. We have reviewed this are moving this to Gaining Support so others can vote and comment on this. The Product team will continue to monitor this and other feature Ideas and feedback on the new Workpapers and we will post an updates here.
Alex Jenner
supported this idea
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4 votes
Hi everyone ✨
Thanks for sharing your feedback on including journals when exporting a Workpapers PDF.
We’ve reviewed this idea and are moving it to Gaining support so others in the community can vote and add comments.
If this would help your workflow, it’d be great to hear more about when you’d use this and whether you’d expect all journals, or only workpaper journals, to be included in the export.
Your feedback helps our product team better understand demand and prioritise future improvements.
We’ll continue to monitor the support this idea receives and update the thread if there’s any progress to share.
Alex Jenner
supported this idea
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5 votes
Good to hear how we can improve checklists for your use - Thanks for sharing.
While we don't have immediate plans, we'll keep a good eye on the interest in this here and I'll be sure to let you know if there's any news.
Alex Jenner
supported this idea
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17 votes
Hi Chris, thanks for sharing your thoughts on workpaper variance displays. It’s helpful to understand how seeing the difference between approved workpapers and updated account balances could support your workflow.
The community team has reviewed your idea and moved it into Gaining support, so it’s now open for votes and comments. If you’re able to add a bit more detail about your use case, it may help others understand the value and give the product team clearer context.
We’ll let you know if anything changes as the idea progresses.
Alex Jenner
supported this idea
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14 votes
We appreciate hearing how we could improve new Workpapers for your use and efficiency.
This is an idea our team have eyes on but we want to be transparent we don't have any plans for at this time.
If there is any news to share I'll let you know, here. Thanks
Alex Jenner
supported this idea
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23 votes
Hi Chris, apologies as returning to your idea here and checking in with our product team I can confirm it is not currently possible to create Workpaper packs for individuals unless they have a Xero subscription.
This is something our team intend to look into longer term, and I'll be keep you updated of any progress surrounding this here. Thanks
Alex Jenner
supported this idea
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38 votes
Hi team, we have split this idea from the original raised across here.
Our teams are watching the interest for changes in Workpapers through the forum here, and I'll make sure to let you know if any plans are made for this.
For now, we'd like to continue to track the interest in this. Thanks
Alex Jenner
supported this idea
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92 votes
An error occurred while saving the comment Alex Jenner
supported this idea
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An error occurred while saving the comment Alex Jenner
commented
Absolutely critical as we will have different requirements for different businesses and jobs too
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3 votes
Appreciate the feedback and how you'd like the accounts receivable to link to the summary report rather than details.
We'll continue to consider improvements like this as we continue to develop new Workpapers. For now, share this idea with other colleagues that would also find this useful so they can add their vote. 🙂
Alex Jenner
shared this idea
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10 votes
Thanks for sharing about our new Workpapers solution team. We value your input as our product teams continue to develop this new solution.
I will make sure to share if any plans are made for adding further statuses. For now we are keeping a close track on the support in this here.
An error occurred while saving the comment Alex Jenner
commented
At the moment there is not a clear and concise summary that the Reviewers can see the status of all queries, client, internal and reviews which is annoying. The same for just having a fully complete tick box on the summary worksheet somewhere - this should obviously be changed if a refresh is done and any changes.
Alex Jenner
supported this idea
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3 votes
Appreciate hearing this feedback here, thanks for sharing about new Workpapers with us.
I've passed this onto our product team and will share any updates on this with you here.
Alex Jenner
shared this idea
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5 votes
Hi team, to support a more focused view, we've recently improved the way documents are being added to a pack.
Files previously added to a workpapers pack will now display on a separate tab.
We're keen to hear if this has helped solve for your needs here? Thanks 🙂
Alex Jenner
shared this idea
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An error occurred while saving the comment Alex Jenner
commented
When reviewing attachments in each Worksheet we do not need to see every document that has been loaded to the full Workpaper. Too much noise and difficult to review
An error occurred while saving the comment Alex Jenner
commented
It takes too long to upload multiple documents to a line item in a Worksheet.
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28 votes
Hi everyone, just want to share an update that work for being able to review approvals is underway. 🚧
We'll be back to share more with you all soon.
An error occurred while saving the comment Alex Jenner
commented
Each user should a box that needs to be ticked on each worksheet when they have completed that line. So at least 2 tick boxes - one for preparer and one for reviewer (3 if you are going to keep 2nd reviewer). Perhaps they could be renamed to Preparer, Manager, Reviewer instead as well.
Once both (or all 3 boxes) are ticked then the box on the Summary Sheet should automatically be ticked. At the moment anyone can tick any of the boxes and no controls over who has reviewed what.
Alex Jenner
supported this idea
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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 🙂
Alex Jenner
supported this idea
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5 votes
Appreciate you sharing how we could enhance the new Workpapers solution for you here. Our product teams have a close watch on the ideas coming through this forum and I'll be sure to update if there are any plans made for this.
An error occurred while saving the comment Alex Jenner
commented
We absolutely need to be able to add subsections in the workpapers to show attachments and tick boxes for each subsection when completed by prepare and reviewer.
Alex Jenner
supported this idea
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6 votes
Hi team, we really appreciate the feedback from you here and the issues for Reviewers that you've raised. We've made some recent changes and are really keen to hear if these improvements have solved for your needs.
Now;
- when using the arrow keys in the top right to navigate between worksheets, those marked as Not applicable are now automatically skipped
- When viewing attachments, you can use the arrow key button at the bottom of the attachment to move between files (screenshot below)
Let us know if these changes have been of benefit!
Alex Jenner
supported this idea
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8 votes
Thanks for adding this Idea Michael, we have moved this to Gaining Support so you can share with friends and colleagues and they can add their votes and comments. There are no current plans for this but we will monitor the Idea for future possible consideration.
Alex Jenner
supported this idea
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10 votes
Hi Susan, great to hear your feedback on the comparison periods in Workpapers here.
As we continue to develop this new product we're keeping a keen eye on the interest ideas in this forum are building and I'll let you know if there are any changes planned for this, here.
Alex Jenner
supported this idea
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7 votes
Appreciate how being able to see line attachments from the Supporting documents section would be beneficial. Thank you for feeding back on the new experience and supporting the idea here.
Right now we have a close eye on all ideas about new Workpapers and will be sure to share if there's news on this here.
Alex Jenner
supported this idea
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We have different template requirements for different jobs ie. core clients, charities, xero set ups/conversions etc. Can this be done?