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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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3 results found

  1. ATO Account/s link for reconciliation purposes

    Have an ATO account link to be able to reconcile the Xero account for the ATO Activity Acount and respective ATO Income Tax Account - and if relevant FBT account, etc.

    13 votes

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    0 comments  ·  Admin →
    Feedback  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    While the idea is clear and well-articulated, the request for a direct "link" to the ATO constitutes a request for a third-party integration, which is explicitly listed as a quality that disqualifies an idea from proceeding to the "Existing Functionality" or "Gaining Support" classifications.

  2. Workpapers - Excel integrations vs Attachments

    One of the best features in MyWorkpapers is the Excel online integration. When we upload a working paper or source document, it automatically opens in Excel Online, allowing us to use templates such as GST reconciliations or borrowing cost schedules directly within the platform. Any updates made to the spreadsheet save automatically and remain linked to the file, making the process far more efficient than attaching Excel files manually. In Xero working papers, when an Excel file is attached, clicking on it prompts a download; if changes are required, the file must then be edited, saved, and re-uploaded, which is…

    10 votes

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    0 comments  ·  Admin →
    Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for this feedback, everyone. Instead you could use a live link and attach it as a URL. This way you can always open it via the link and any changes are still reflected when you click into the link in future.

    We'll be continuing to add functionality to the spreadsheet within the workpaper itself.

  3. Queries

    Where do we find all the Queries/ review notes, etc instead of having to click into each section

    9 votes

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    0 comments  ·  Admin →
    Feedback  ·  AdminPaul Hodges (Admin, Xero) responded

    Hey Michaella


    Sorry, I'm not 100% sure of what you're asking here, but it sounds like it might use a look from our Support specialists.


    (This part of Xero Central isn’t our Support area. It’s a public forum for discussing potential future improvements to Xero)


    Please could you raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1.


    You can find details on how to raise and update support cases here: Get help from Xero support and here: My cases in Xero Central.


    Thanks!

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