Workpapers - Direct drag-and-drop file uploads to line items – Share and support customer ideas for Xero

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.

47 votes

Andy Chambers shared this idea · 31 December, 2025 · Report… · Admin →

Completed ·

AdminKelly Munro (Community Manager, Xero) responded · 03 September, 2026

Thanks again to everyone that's contributed to the idea here.

We've now released the ability to drag and drop files directly to line items in new Workpapers. We appreciate hearing the time savings and efficiency this feature brings you. 🙏🏻

Show previous admin responses (4)

In development ·

AdminKelly Munro (Community Manager, Xero) responded · 26 May, 2026

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.

Gaining Support ·

AdminRidhwaan Uddin (Admin, Xero) responded · 16 January, 2026

Hi there, thank you for the feedback!

It sounds like the extra clicks to open the upload pop-up are adding some friction to your workflow compared to the previous version.

We definitely want the New Workpapers to feel as efficient as possible for you. Since direct drag-and-drop to a line item isn’t currently available without opening the attachment window first, I’ve moved this to ‘Gaining Support’ to gauge interest from other users who’d like to see this streamlined.

Idea review ·

AdminKelly Munro (Community Manager, Xero) responded · 07 January, 2026

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 · 31 December, 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. 🙂

Comments are closed

An error occurred while saving the comment

Alex Jenner commented · 26 February, 2026 00:46 · Report

Totally agree - it is painful to add documents if they have to be saved individually. We need to be able to drag and drop numerous documents without extra steps. We also do not want to see every single document uploaded on individual worksheets - too much noise.

Submitting...
Matty Matias commented · 31 January, 2026 03:31 · Report

We really need this feature back

Submitting...

How could Xero improve the new Xero Workpapers solution?

Feedback

New Xero Workpapers

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

New Xero Workpapers

Categories

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

We're glad you're here