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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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4 results found

  1. Net profit in tax reconciliation should be pre dividends and tax expense (not after)

    We use the standard chart of accounts in Xero (so I don't believe it is a coding issue ?) but the company working papers I prepared does not allow you to adjust the net profit/loss (accounting) and it is picking up post tax and dividends which is frustrating.

    15 votes

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    2 comments  ·  Admin →
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  2. Workpapers - Ability to create a journal from within a specific workpaper

    It would be very handy to have an option to draft a journal from within a specific workpaper. For example, the client has a number of investments and a slight out of balance. Instead of navigating to the separate Manual Journals or the main workpapers page (to add from the dropdown), it would be handy to have the link within the workpaper.

    13 votes

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

    Hi team, thanks for sharing on your experience with Xero's new Workpapers through this forum. We'd like to update you that our product team are currently developing the ability to create and view journals within specific workpapers.

    I will keep you informed of further updates for this, here. 😊

  3. Specific GST workpaper

    Is a GST workpaper being developed or would there be one similar to the GST workpaper in exisiting workpapers? We are onboarding staff to old workpapers so having similar or improved workpapers would be useful.

    7 votes

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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your feedback as you get stuck in to trying our our new Workpapers. Our team have been monitoring feedback closely and I'd like to share that we're in the process of developing a GST Workpaper in our new solution. We'll be back to share once it's released. 😊

  4. Workpapers - Multiple approval levels

    Have at least 3 people to sign off the workpaper - Preparer, Manager and Partner (Similar to the old WP

    4 votes

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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your feedback on new Workpapers with us here! It's super valuable to the team as we continue to develop this space.

    Our product team have picked this idea up and are actively working on providing a second layer of review/approval for Workpapers.

    I'll come back to share when you can start making use of this additional step of review.

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