Settings and activity
14 results found
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6 votes
Appreciate you sharing why seeing notes from the Returns screen would be helpful when reviewing returns before filing, Kathryn.
We'll start to get a sense of the wider interest in this here and I'll share if there's any progress.
Lisa Rudd
supported this idea
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9 votes
Appreciate sharing detail on how this improvement would better your practices workflow, Kathryn.
We'll start to get a sense of the wider interest through your idea, and if there are any updates I'll be sure to share with you here. Thanks
Lisa Rudd
supported this idea
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7 votes
Appreciate wanting more visibility if a Xero organisation has a locked period, thanks for sharing back on how we can improve new Xero Workpapers for you.
For now our teams are getting a sense of interest in the different opportunities our customers see us being able to develop this new solution for them, we'll continue to keep an eye on this idea and share if there are any updates.
Lisa Rudd
supported this idea
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12 votes
Hi team, thanks for your inputs here. This is an idea that our product team are exploring and considering how they improve the collaboration. For now we'll shift into discovery and I'll share when there is more news around this.
An error occurred while saving the comment Lisa Rudd
supported this idea
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41 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
Lisa Rudd
supported this idea
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5 votes
Hi Lisa, thanks for sharing this suggestion. We understand that having attachments automatically open in a new browser tab or separate window could make it easier to work across multiple monitors and compare documents while entering or reviewing transactions.
I've updated the status of this idea to Gaining Support so we can continue tracking interest. If this would improve your workflow, please add your vote.
Lisa Rudd
shared this idea
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85 votes
Hi team, atm we're considering improvements to enable you to navigate between workpapers without needing to go back to the workpaper list.
I'll be sure to keep you updated of progress around this, here. Thanks
Lisa Rudd
supported this idea
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21 votes
Hi team, we’ve just released the ability to import an .xlsx as spreadsheet template in the settings for each worksheet.
We get this doesn't remove some of the restrictions mentioned in the comments here, but hope you can appreciate we're taking steps to remove friction of having to work with these limitations every day. Thanks.
Lisa Rudd
supported this idea
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33 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
Lisa Rudd
supported this idea
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174 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.
Lisa Rudd
supported this idea
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27 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.
Lisa Rudd
supported this idea
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35 votes
Hi team, we appreciate the interest for a Loan schedule in Workpapers and are tracking this idea closely. While this isn't in the immediate roadmap we'll be sure to let you know if there are any updates surrounding this, here. Thanks
Lisa Rudd
supported this idea
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24 votes
Great to get insight into the type of Workpapers our practices need. Thanks for voting on the idea here.
Being upfront this isn't in the roadmap at present, however we're keeping a close eye on interest through this forum and will be sure to share if there are any updates for a Livestock workpaper.
Lisa Rudd
supported this idea
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17 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 🙂
Lisa Rudd
supported this idea
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It is difficult when you review a job in workpapers to go back and see if your review points are actioned. There needs to be a place in workpapers where all the queries get combined and all the review points get combined other than the report you can run. That links into the specific workpaper. This is something MYOB workpapers has and works really well.