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New Xero Workpapers beta

Welcome to the Xero Workpapers beta forum! This space is exclusively for beta participants to share your experience and feedback on our new Workpapers solution.
Your insights are essential and will directly influence its development before general release. We’ll be here to listen and respond to what’s working well, what’s not, and what you’d like to see changed.
When sharing your ideas, please be as detailed as possible. Tell us about the impact your suggestion would have on your practice and how it would improve your workflow.

New Xero Workpapers beta

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How could Xero improve the new Xero Workpapers solution?

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42 results found

  1. Working Trial Balance - Columns

    Can we have the ability to hide or adjust size/ minimise "reporting codes" & "adjustments", "Adjusted balance", "Variance" & "Assignee" - making this more customisable for easy review & based on what is important for each person. 

    3 votes

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    0 comments  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

  2. Workpapers - Directly attach reports from Xero blue

    It would be great it we could select a report from Xero Blue and attach it to a workpaper - eg. Aged Receivables Summary Report to Accounts Receivable. Currently you have to export the report and link. It would save time if you could directly link the report (preferably as a static PDF or to the spreadsheet section?

    25 votes

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    1 comment  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we wanted to return to share that this is something our team are picking up for closer consideration. For now we'll move to In discovery and I'll keep you informed of any news, here. 😊

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