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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 Spreadsheet - formatting, cell selection, size of sheet

    Can the spreadsheet have more formatting options - like borders so that you can have a top and bottom border on a total cell? Bold type?

    Also, it needs more functionality like being able to select the range of cells to sum =sum(select cells using mouse) instead of manually typing in the range.

    When you copy and paste from Excel formatting is lost and you cannot add additional lines past where the data pastes if past row 20 (The data itself can paste to additional rows). If data goes to row 19, you cannot insert additional lines past 20 either.

    6 votes

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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, appreciate the desire for more formatting in new Workpapers and this is something our product team would like to explore more but with a few other items in the pipeline atm isn't road mapped just yet.

    We'll continue to gauge the interest in this idea and as soon as there are updates I'll share with you all, here.


  2. Workpapers - Ability to Rollover manual journals

    It would be extremely useful to be able to roll over manual journals in draft within the workpapers pack. We have a number of situations where this would be very handy: recording FBT contributions, recording dividends, recording income tax expense, recording trust and partnership distributions. Just having the journal in draft to potentially use would save a lot of time when you have multiple lines to setup.

    1 vote

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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Bradley, our product team have reviewed your idea and while this isn't in the immediate pipeline we'd like to look into this deeper in the new year.

    I'll let you know when there are updates to share for you here.

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