Settings and activity
3 results found
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68 votes
Hi community, we appreciate your continued feedback and hearing how important client queries are to your Workpapers workflow.
We understand the value of being able to send queries to clients and have their responses and documents come back into New Workpapers. This is something we have intentions of developing, however it's not being worked on just yet. We’ll update you here when things progress.
Sarah Norman
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.
Sarah Norman
supported this idea
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15 votes
Thanks for the engagement with this idea, everyone. This isn't possible atm however just to provide some options of being able to add a gratuity or tip to an existing invoice.
You could have a inventory item set up for this. When a customer provides you a tip you would then edit the invoice and add this item, entering quantity as 1 and tip amount as the unit price. This way you could have the account and tax rate auto entered.
Appreciate this may not suit all circumstance, but hopefully helps some here.
We don't have any current plans for this but will update you if there's any news.
An error occurred while saving the comment Sarah Norman
supported this idea
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I have a lawn service and my clients want to tip me but are not able to when paying through Stripe/Xero. Is there a way they can add amounts over the invoice?
Although I can appreciate the comments, this software is sooooo much better than QBO. My accountant loves it, my customers are starting to just venmo me or zelle and we add as a tip when receiving the payment. It is Stripe that is the issue, if they overpay through venmo or zelle, we just add to a Tip product and those are NOT taxable to a LLC aside form income tax, they are not subject to sales tax in TX just FYI