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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. 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.

    105 votes

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    11 comments  ·  Admin →
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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. 😊

  2. Workpapers - Directly attach reports from Xero blue

    It would be great it we could select a report from Xero Blue and attach it to a workpaper - eg. Aged Receivables Summary Report to Accounts Receivable. Currently you have to export the report and link. It would save time if you could directly link the report (preferably as a static PDF or to the spreadsheet section?

    107 votes

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    2 comments  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi Everyone, thank you for the time taken to give us the feedback on this feature. Im happy to say this idea is in development and will be added to the new Xero Workpapers experience in early 2026. We will keep everyone updated here as more features are released and you can also see updates and read more about the new experience here ✨🌟💫

  3. Workpapers - Direct drag-and-drop file uploads to line items

    The old Workpapers let you drag and drop documents directly into the relevant line, as opposed to the New Workpapers where you always have to click the attachment icon which opens a pop up box where you can then drag and drop or browse files to upload etc.

    Getting this back would be an awesome quality of life fix that would help with being able to efficiently add in docs.

    37 votes

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    2 comments  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for supporting in the idea here. We appreciate how simple changes like this could have a big impact to your workflow.

    I'm pleased to share this is something we're now working on, and I'll be sure to keep you looped in on it's delivery, here.

  4. Workpapers - Review approvals

    Allow each reviewer to approve line items. There are now three people that can be assigned to a workpaper but they all share the same 'status dropdown'.

    We need to be able to see the preparer, reviewer and final review separately.

    26 votes

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    7 comments  ·  Admin →
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