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New Xero Workpapers

Welcome to the new Xero Workpapers forum! This is the place for partners to share their experience and feedback.
Your insights are essential for shaping the future of this solution. When submitting your ideas, please be as detailed as possible and always include your region. Tell us specifically what impact your suggestion would have on your practice and how it would improve your workflow.

New Xero Workpapers

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How could Xero improve the new Xero Workpapers solution?

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103 results found

  1. Workpapers - Customise/Hide Columns in Working Trial Balance for Review

    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.

    4 votes

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    0 comments  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    We appreciate you sharing your idea and letting us know which changes matter most to you. Your idea has been reviewed and is now ready for community support.

    Be sure to share this with any colleagues who would find this beneficial, encouraging them to add their vote as well. Community members can now also comment, offering more context on how this idea could improve their use of Xero.

  2. Enable Review Actions From the Working Trial Balance

    Allow reviewers to access workpaper attachments for an account and to update the account status directly from the Working Trial Balance view.

    Current Limitation
    Our reviewers prefer working from the Working Trial Balance view. However, under the current functionality, they MUST navigate away from this view and open the Workpapers area to review attachments and mark an account balance as complete. These additional clicks add unnecessary time, and some reviewers find switching between sections disruptive and confusing. For simpler or low‑risk accounts, navigating away solely to mark the balance as reviewed is completely unnecessary.

    Proposed Improvement
    Add the ability to:

    …

    1 vote

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    submitted  ·  System responded

    Thanks 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. 🙂

  3. Income tax reconciliatioin was incorrect

    In the income tax reconciliation, we have identified two issues:

    1. After the income tax journal was posted, the current year income tax expense was incorrectly included again in the net profit before tax calculation. This should be excluded.
    2. In the balance sheet income tax reconciliation, the income tax provision has been recorded on the debit side, which is incorrect. It should be presented on the credit side. This will need to be corrected.
    1 vote

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    submitted  ·  System responded

    Thanks 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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