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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. Workpapers - Limit in File size attachment

    Encountered an error saving large files (e.g. Deeds) – limit appears to be 21MB per file.

    3 votes

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    In discovery  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for bringing this to our attention April, again your feedback is incredibly helpful when assessing our users experience. This is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here.

  3. Workpapers - Manual Journals - don't require a description (Manual Journals in Blue Xero don't)

    Xero doesn't require a description for every line of a Manual Journal. Workpapers should be the same.

    It also doesn't highlight/tell you which field it thinks is required but is missing. That's so lazy of the developers.

    2 votes

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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thank you for sharing your feedback and highlighting the inconsistency between Workpapers and Xero Blue regarding the requirement for descriptions on manual journal lines. We recognize that in Xero Blue, descriptions are not required for every line of a manual journal, while in Workpapers, this field is currently mandatory. We are moving this idea to “Gaining Support.” as we are actively monitoring interest and feedback from our community to help us prioritize future improvements.

    We appreciate your input and encourage you to continue sharing your experiences. We’ll provide updates here as we review this idea further.

    Thank you for helping us improve Xero Workpapers!

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