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47 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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45 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 👋 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
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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3 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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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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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 🙂
Alex Jenner
supported this idea
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18 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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35 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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52 votes
Thanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.
We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.
Alex Jenner
supported this idea
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77 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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4 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
shared this idea
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An error occurred while saving the comment Alex Jenner
commented
Not all of the hotlinks work against all of the general ledger accounts. It happens on some but not all ie. Other Debtors, Intercompany, Shareholders Loans etc.
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4 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
shared this idea
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5 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
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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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 🙂
Alex Jenner
supported this idea
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24 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 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
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 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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5 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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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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We have different template requirements for different jobs ie. core clients, charities, xero set ups/conversions etc. Can this be done?