106 results found
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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.
21 votesHi team, we’ve just released the ability to import an .xlsx as spreadsheet template in the settings for each worksheet.
We get this doesn't remove some of the restrictions mentioned in the comments here, but hope you can appreciate we're taking steps to remove friction of having to work with these limitations every day. Thanks.
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Workpapers - Ability to add our practice workpapers each year
Prefer to have one set of workpapers completed in a single software. Within Xero workpapers have ability to attach excel template to specific workpapers for completion eg live stock workpaper, overdrawn current account, hire purchase workpaper, etc.
The most important workpapers have calculations that are required outside of verifying an account balance. Eg those mentioned above.
If unable to have all workpapers in one place, it's easier to stay with current excel pack.9 votesAppreciate you sharing the type of workpapers that will help you get full use out of the new solution, Lyndsay.
We're working on adding more worksheets on the new solution so I'll keep you updated as there are updates here.
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Workpapers - Status per Account for reveiw
Preparers cannot flag status per account — status applies to the whole category. While notes can be added per account, it’s not easy to see which are ready for review and which ones are with queries.
18 votesHi team, thanks for continuing to support and share interest in the idea here.
We'd like to update as work to provide improvements for status is underway. I'll wind back to confirm detail of changes once released.
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A1: Financial Statements & Tax Return - Ability to review and approve sections like in old workpapers
We are experiencing a significant workflow issue with the layout and functionality of A1 – Financial Statements & Tax Return in the new Xero Workpapers.
How We Used This Section in the Previous Workpaper Pack
In the previous version, this section functioned as our final review and sign-off hub. It included structured default notes such as:
Financial Statements
Company/Trust Tax Return
Individual Tax Returns
Final Email to Client
This setup allowed us to:
Upload final versions of each document
Review each document individually
Add review notes directly against that specific document
Tick off and approve each item only once it…
6 votesAppreciate you sharing how we could enhance the new Workpapers solution for you here. Our product teams have a close watch on the ideas coming through this forum and I'll be sure to update if there are any plans made for this.
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Workpapers - Allow non Super users access
Workpapers - Setup - Allow users, other than Super users, the ability to set up Xero workpapers.
4 votes✨ Hi everyone, thanks for sharing your feedback on this idea.
We understand how helpful it would be to allow users other than Super users to set up Xero Workpapers, especially where practices want to delegate setup tasks across their team.
We’ve moved this idea to Gaining Support, so others in the community can vote and add comments to share how this change would help their workflow.
If this is something that would make a difference for your practice, please add your vote and share a little more detail about who would need this access and why. This helps our product team better understand the impact and demand.
We’ll keep an eye on the feedback here and update the thread if there’s any progress to share.
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Adjusted net profit (after taking into account draft journals) should be shown on the tax reconciliation
Adjusted net profit (after taking into account draft journals) should be shown on the tax reconciliation workpaper. At present, the journals need to be posted before the net profit amount on the tax reconciliation is updated. As we would like to review the journals before they are posted in Xero at the same time all other workpapers are reviewed, it would make sense that the draft journals also flow through to the tax reconciliation.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Net Profit needs to be seperately identified in all workpaper view options
Net profit should be disclosed seperately in each different view option (Profit and Loss, Balance Sheet and Trial Balance).
In the Trial Balance and Balance Sheet view - net profit is embedded in retained earnings, in the
Profit and Loss Statement view - it needs to be manually calculated which is not ideal.2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Workpapers | Fixed Assets - Depreciation date
On the FA workpaper - show what date depreciation has been run up to, so can ensure it is complete for the period under review, which is not always clear from FA rec report or Depn schedule report. As a reviewer if not need to go to Xero to check.
6 votesThanks for sharing this idea and highlighting how helpful clear visibility of the depreciation date would be for Workpapers review. We are still working on the new Workpapers experience and this idea will help us gauge interest. Please share it with others who’d benefit so they can add their support and use cases here as well.
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We have the following queries: Journals posted from within the workpapers don't appear to update when we push refresh just when we put the
We have the following queries for NZ workpapers:
Journals posted from within the workpapers don't appear to update when we push refresh just when we put the browser refresh.
The income tax workpaper is working well now.
Will you be preparing a GST reconciliation workpaper similar to Classic Workpapers? We currently prepare the proof in Classic Workpapers and upload a copy to beta workpapers.
Are we correct to understand only one spreadsheet can be uploaded to each workpaper section. Sometimes there are several account balances that require separate proofs so it would be helpful if several spreadsheets could be uploaded.2 votesHi 👋 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 🙂
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journal upload more
I'd like to suggest increasing the line limit for manual journal uploads. The current limit of 300 lines can be restrictive for larger journals.
Could this be increased to 1,000 lines or more? This would reduce the need to split journals into multiple uploads and make the process much more efficient.
Thanks for considering this idea.
2 votesHi 👋 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 🙂
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New Workpapers - Ability to change mapping within Workpapers
The ability to change the workpaper section from within workpapers, for example the Director's loan often shows in the Other Current Liabilities, Prepayments in Other Current Assets, the ability to move the section they appear in, as the report code in Xero is usually correct.
3 votesAppreciate you sharing here, James. Our team are highly interested in all the ideas for new Workpapers that could help our Partners.
For now, we'll get a sense of wider interest from the community here. I'll share if there are any updates.
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Workpapers - Only view related documents within a worksheet
Showing all documents uploaded when you are in individual Worksheet is too much noise. We only need to see the uploaded documents relating to that specific Worksheet not the full Workpaper pack.
5 votesHi team, to support a more focused view, we've recently improved the way documents are being added to a pack.
Files previously added to a workpapers pack will now display on a separate tab.
We're keen to hear if this has helped solve for your needs here? Thanks 🙂
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Workpapers - Show attachments in Supporting Documents section
When documents are attached to line items, could they please also show in the Supporting documents section? Currently, they only appear again if you click the line item.
For example, on the Bank Reconciliation workpaper, a statement has been attached to each bank account line, but when the workpaper is opened again, you only know something is attached due to the icon under Actions. You have to click on the line item for the supporting document to appear below (which isn't intuitive).
Everything attached should show in the Supporting documents section, as per the old Workpapers.
8 votesAppreciate how being able to see line attachments from the Supporting documents section would be beneficial. Thank you for feeding back on the new experience and supporting the idea here.
Right now we have a close eye on all ideas about new Workpapers and will be sure to share if there's news on this here.
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Workpapers - Fix Income Tax workpaper that incorrectly shows current year June PAYG installment
Despite the fact I raised this years ago, it was ignored when building the new Workpapers (ironically, this workpaper is one of the few that mimics the original Workpapers layout).
The Income Tax workpaper (attached):
a. correctly shows 4 x current year PAYG Instalments in the 2025 Tax to pay/(refund) section
b. correctly shows the prior year June PAYG Instalment in the Balance sheet income tax reconciliation section
c. incorrectly automatically includes the current year June PAYG Instalment (copied from the section above), in the Balance sheet income tax reconciliation section99.99% of the time, the prior year June…
10 votesHi 👋 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 🙂
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Order of LY and CY seem backwards in workpapers
In the workpapers, the LY balance is first, and the CY balance is second (going left to right), but when you run any report in Xero, CY is always first, and LY is second. Also, in the workpaper overview, the CY balance is first, and the LY balance is second.
It should be consistent with CY first and LY second.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Attach documents to workpapers and or checklists
We already have firm templates and it would be great if they could be added to workpapers or more specifically - added to checklist items.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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The ability to create groups or sub categories within a workpaper
Would love the ability to categorize or create sub-groups within a workpaper. From a reviewer perspective, it would make it easier to cross check balances to supporting calculations where we already have summarised workpapers. This is especially relevant if there are different types of accounts allocated to a workpaper - i.e. under loans you could have bank loans, related loans or hire purchase agreements.
2 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Include archived accounts
Currently when importing a file into XWP's any archived accounts aren't imported in. This creates an issue with asset and liability accounts especially that could be easily missed as part of the YE process.
Easy example here is a bank account that was active in the 2016 fin year has been closed and archived in 2027 FY. When generating the XWP's later on that account is missed from the import and potentially we'd miss the relevant backup evidence and rec's usually associated.
I'm not chasing a filter in XWP's or anything, just that the standard import setting be to include…
2 votesHi 👋 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 🙂
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New Workpapers - Add sub-headings in checklist section
Ability to add in the checklist section more description/content in the checklist section of the workpaper lines. This would allow us to include essential sections required by the CPA, like Engagement Acceptance/Continuance and Knowledge of the Entity. I built these in the classic Workpapers. Too bad I can't carry over the Workpapers lines I built in the classic version. I attached a screenshot of one section in classic Workpapers showing a line, the guidance and comments.
6 votesGood to hear how we can improve checklists for your use - Thanks for sharing.
While we don't have immediate plans, we'll keep a good eye on the interest in this here and I'll be sure to let you know if there's any news.
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Allow attachments to comments/review points.
It is very difficult for reviewers to attach screenshots and documents to review points as currently it is combined with the rest of the documents.
This is a frustration across our practice.
2 votesHi 👋 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 🙂
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