Workpapers - Multiple approval levels – Share and support customer ideas for Xero

Workpapers - Multiple approval levels

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

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Keyne Kadir shared this idea · 02 October, 2025 · Report… · Admin →

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AdminKelly Munro (Community Manager, Xero) responded · 11 December, 2025

Hi team, pleased to share that we have added another layer for reviewer in new Workpapers so you will now see fields to assign;

Thanks again for sharing the value in this for your practice and processes.

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Shannon Patterson commented · 04 December, 2025 14:36 · Report

Also being able to tick off line items/ accounts in the review process, for example, if there are 8 GL accounts, but only one needs further checks/ changes, we can't 'tick off' the other 7 which makes it harder to keep track of when the next review is done.

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Diane Darcy commented · 15 October, 2025 15:00 · Report

We would like to see 2 managers and 1 principal review with the ability of each manager and principal to tick off each entry

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