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5 results found
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52 votes
Hi everyone, thanks for the additional feedback we’ve received on this idea.
We understand that workpaper packs may sometimes need to be updated when the wrong financial year, dates, accounting method, template, or staff assignments are selected.
Earlier this year, we released the ability to edit pack settings, helping teams make these necessary changes without starting again. Template updates can also be applied to existing packs by refreshing them.
We recognise that there are cases where a pack may have been created for the wrong client or needs to be removed entirely. We’ll continue using your feedback to understand where deletion would provide the most valuable outcome, while also considering how we mgiht cater in the event a pack is accidentally deleted.
I’ll share any further updates here.
Joy Mulrey
supported this idea
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25 votes
Hi team, we've split this idea from the original thread that was more focused on the ability to edit checklists.
We recognise there are some users that would also find the ability to rearrange items within a checklist helpful.
While this isn't in the roadmap atm, we're keen to stay on top of the interest for this here and will share if there's any news.
Joy Mulrey
supported this idea
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30 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.
An error occurred while saving the comment Joy Mulrey
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.
An error occurred while saving the comment Joy Mulrey
commented
I agree with all the below reasons. Also if the new workpapers are not going to include important NZ tax adjustments like Entertainment, Home Office and Private Use it makes the ability to create our own workpapers to fill this gap even more important.
Joy Mulrey
supported this idea
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67 votes
Hey Everyone! Thanks for the feedback on the New Workpapers experience. Xero Ask is available on the Classic Workpapers but as yet not available in the new Workpapers experience. We've reviewed your idea and moved it to Gaining Support 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.
Joy Mulrey
supported this idea
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Both these workpapers are very important for tax adjustments, if we have to do our own calculations in excel we may as well go back to CCH. I also agree with Alison's comment on these adjustments automatically pulling through onto the income tax, and also GST workpapers.