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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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2 results found

  1. Workpapers - Show variation of bank reconciliation from closing balance

    In the bank reconciliation, it would be great to be able to enter the closing balance per the bank statement, and the workpaper shows any variance.

    It would also be great if the bank name and a partial account number could be pulled through to help identify accounts where a client has many bank accounts.

    4 votes

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for participating in the forum here and sharing how we could improve new workpapers further for your use, Adam. Our team are paying close attention to the ideas that are coming through here and we;'ll start to get a sense of others that'd find this flow useful here, too.

  2. Workpapers | Income Tax - Reduce column width in L

    A little UI matter, I know the column widths will scale depending on the window size; however, when I go into the Income Tax workpaper, the spacing seems quite wide even in a smaller split-screen window. It would be nice if the column widths were narrower

    2 votes

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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the feedback, Adam. Our product team are staying close to the feedback we're receiving on the new workpapers solution so I'll keep you updated hear if there is any change planned. For now we'll get a sense of others in community that support this too. Thanks

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