Workpapers - Make the button to notify preparer / reviewer more prominent – Share and support customer ideas for Xero

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

15 votes

Christopher Sykes shared this idea · 24 September, 2025 · Report… · Admin →

Completed ·

AdminKelly Munro (Community Manager, Xero) responded · 21 May, 2026

Heya team! I'd like to share that we've made a change to the workflow to notify a preparer or a reviewer.

This is now visible as a button on both the Working Trial tab as well as the Workpapers tab. 😊

Thanks again for letting us know the difference this change would have for you, here.

Show previous admin responses (4)

In development ·

AdminKelly Munro (Community Manager, Xero) responded · 20 November, 2025

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 😁

Gaining Support ·

AdminKelly Munro (Community Manager, Xero) responded · 13 November, 2025

Appreciate hearing how this change could improve the flow of working with Workpapers for your practice.

We have a close eye on the feedback coming through for this, so I’ll be sure to share if there are any changes for this notification planned.

Idea review ·

AdminKelly Munro (Community Manager, Xero) responded · 01 October, 2025

Hi 👋 your idea is being looked into by our Community team. We’ll be in touch soon to update you once your idea has been reviewed.

Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website ( https://www.xero.com/design/research-panel/ ) 🙂

submitted ·

System responded · 24 September, 2025

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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