110 results found
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Workpapers - Ability to Link A Reconciliation Field in the Workpaper with Balance in Financials
There should be a way that we can link a field in the workpaper (say it's an excel spreadsheet) as the reconciliation field and it should match the Balance in Xero. The status of the Account should be able to reflect that it is "RECONCILED" in that the workpaper matches the balance in xero.
3 votesHi 👋 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 🙂
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Summary of workpapers status within the client view
This isn't a workpapers-specific solution, but the ability to see the status of workpapers in the clients section of the PartnerHub could have great development opportunities. It would be very useful to give a quick snapshot of the client and if it was also available as a column in the global client view you could filtering by work completed/ in progress/ not yet received. Furthermore, giving developers access to the API for this field would also open up other opportunities.
3 votesHi 👋 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 🙂
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Working Trial Balance - Adjust order
To improve clarity and usability, please consider reorganizing the layout in the following order: Assets → Liabilities → Equity → Revenue → Expenses.
In addition, including a Net Profit/(Loss) summary at the bottom—or displaying Current Year Earnings within the Equity section—would provide users with a clearer financial overview.
4 votesThanks for your continued support and feedback of the new Workpapers experience. We rely on your feedback to ensure we build the best product for our customers. This will be assessed by our product team. 🕵️ Once they've reviewed the idea we'll share the outcome and update everyone, here.
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New Workpapers - Add sub-headings in checklist section
Ability to add in the checklist section more description/content in the checklist section of the workpaper lines. This would allow us to include essential sections required by the CPA, like Engagement Acceptance/Continuance and Knowledge of the Entity. I built these in the classic Workpapers. Too bad I can't carry over the Workpapers lines I built in the classic version. I attached a screenshot of one section in classic Workpapers showing a line, the guidance and comments.
1 voteThanks 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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Allocate and set up Folders in Report Code Category Order
Suggest Allocating the separate Profit Loss and Balance Sheet Accounts into Folders in Report Code Category order similar to how they are listed in the "Working Trial Balance". That way we can adjust the Report Codes to the move the accounts to their desired Folders in Xero Workpapers.
1 voteThanks 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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Add Related Account filter to Account Transactions
Add Related Account for Xero Work Papers so you can create or set specific Xero Account Transactions so that you can work with related account work papers. You could then sort, filter, and group transactions by Related Accounts based on date ranges. This would mean Xero Work Papers is the place to easily review and assess the accuracy of the other side of transactions and quickly see issues. It also means you can report on a Bank Account's Debits and Credits, grouped by Related Account Number. And then, on demand, click the related account in Xero and investigate/review it. This…
1 voteThanks 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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Workpapers - fix the buttons on the Note popup dialogue box
The buttons on the Note popup dialogue box are silly as.
Most dialogue boxes have actions on the bottom right. If a negative action (cancel/close), it would be to the left of the main action.
Add note button is middle left and miles from the bottom right.
Bottom right is the Close button. Close button is also highlighted blue, rather than white.
To point out how ridiculous this is.. as I am typing this idea, to the bottom right of the text box are two buttons, Cancel (white) on the left, and Post idea (blue) on the right...
2 votesHi 👋 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 🙂
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Workpapers - Limit in File size attachment
Encountered an error saving large files (e.g. Deeds) – limit appears to be 21MB per file.
3 votesThanks for bringing this to our attention April, again your feedback is incredibly helpful when assessing our users experience. This is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here.
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Workpapers - Manual Journals - don't require a description (Manual Journals in Blue Xero don't)
Xero doesn't require a description for every line of a Manual Journal. Workpapers should be the same.
It also doesn't highlight/tell you which field it thinks is required but is missing. That's so lazy of the developers.
2 votesThank you for sharing your feedback and highlighting the inconsistency between Workpapers and Xero Blue regarding the requirement for descriptions on manual journal lines. We recognize that in Xero Blue, descriptions are not required for every line of a manual journal, while in Workpapers, this field is currently mandatory. We are moving this idea to “Gaining Support.” as we are actively monitoring interest and feedback from our community to help us prioritize future improvements.
We appreciate your input and encourage you to continue sharing your experiences. We’ll provide updates here as we review this idea further.
Thank you for helping us improve Xero Workpapers!
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Workpapers | Edit Link - Not Delete Right Away
Whenever a link is attached in Xero Workpapers, and that link changes or gets deleted, there should be an option to simply edit or replace the existing link — instead of having to delete it and add a new one each time. The current process causes unnecessary delays when preparing workpapers.
1 voteHi team, I’ve got some updates on the Edit Link - Not Delete Right Away feature for Xero Workpapers. This is a confirmed feature for the new Xero Workpapers solution and is currently in development as part of the new Workpapers solution being developed in partnership with BGL and in the upcoming roadmap. The goal is to address a major workflow pain point that was raised directly from customer feedback. The plan is for a phased rollout, starting with Australia in FY26, Updates on the release will be shared through the Xero blog as we get closer to launch. This feature is part of a broader set of improvements focused on enhancing review, collaboration, and compliance within the new platform. ⭐
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