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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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4 results found

  1. Workpapers - Multiple approval levels

    Have at least 3 people to sign off the workpaper - Preparer, Manager and Partner (Similar to the old WP

    5 votes

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    1 comment  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your feedback on new Workpapers with us here! It's super valuable to the team as we continue to develop this space.

    Our product team have picked this idea up and are actively working on providing a second layer of review/approval for Workpapers.

    I'll come back to share when you can start making use of this additional step of review.

  2. Net profit in tax reconciliation should be pre dividends and tax expense (not after)

    We use the standard chart of accounts in Xero (so I don't believe it is a coding issue ?) but the company working papers I prepared does not allow you to adjust the net profit/loss (accounting) and it is picking up post tax and dividends which is frustrating.

    18 votes

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  3. Specific GST workpaper

    Is a GST workpaper being developed or would there be one similar to the GST workpaper in exisiting workpapers? We are onboarding staff to old workpapers so having similar or improved workpapers would be useful.

    13 votes

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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate your feedback as you get stuck in to trying our our new Workpapers. Our team have been monitoring feedback closely and I'd like to share that we're in the process of developing a GST Workpaper in our new solution. We'll be back to share once it's released. 😊

  4. Workpapers - Make the button to notify preparer / reviewer more prominent

    Mak the button to notify preparer / reviewer more prominent. The notifications are buried in a menu make them more prominent so the reviewer and preparer can notify each other when tasks have been completed

    5 votes

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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for showing your support in this idea. Paying close attention to the feedback in this forum our product team have picked this up and are now working on improving the visibility of this button in the new solution. I'll be back to share as soon as I have more news 😁

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