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1004 results found

  1. Report templates | Draft - Changes to report code mapping in practice to flow to client org

    If you update the report code mapping on a report template and save it as a draft, the changes won't reflect on the draft template in the client’s organisation.

    You either need to remove the report from your template and add it again, or run a fresh template in the client organisation.

    Xero Product Ideas is where our customers can share and support ideas for change.

    Above the answer for my problem - such an obvious issue, surely Xero, you can sort this out without waiting for folks to vote on it !!

    1 vote

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    submitted  ·  1 comment  ·  Admin →
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  2. Workpapers - Bolder highlight for PDF attachments

    Workpapers - Preview Attachment Highlighting faded
    When previewing a workpaper rather than downloading if you have highlighted using pdf manager this doesnt show that bright. Need to fix as this is hard for a review to know what the team member has highlight.

    1 vote

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    0 comments  ·  Classic Workpapers  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi team, thanks for sharing the how bolder highlighting would improve your use of Workpapers. We're pleased to share (as you may have heard through the grapevine) we have a new Workpapers solution in the mix that's being rolled out in phases over the coming months.

    With the new solution attachments will be more visible, making it much simpler to review. Right now, you can read more about this new feature on our blog, and I'll be back to share once it's available to everyone, here.

  3. Xero Tax (UK) | Add/Remove detailed P&L to statutory accounts after they have been submitted

    Once filleted accounts have been filed, there is no option to add or remove the detailed P&L to the full statutory accounts.

    1 vote

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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we're in the process of rolling out our new company accounts production solution which delivers a more efficient workflow, purpose-built to integrate this specific product idea directly into the user experience.

    Even after the accounts have been submitted you'll be able to use the options at the top of the Accounts Preview to change which reports are included. 🙂

    I'll be back to share once it's live to all Partners.

  4. Workpapers - Download supporting document from 'Documentation' icon

    Allow for documents to be downloaded from 'Documentation' icon as well as previewing - The preview feature is not great

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    0 comments  ·  Classic Workpapers  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi team, we’re excited to let you know about a confirmed improvement coming to our new Xero Workpapers, where you'll find a much improved preview and ability to download supporting documents!

    The rollout of new Workpapers will be phased, beginning with Australia with more regions to come in FY26.

    While the new solution will make this process more seamless, you can still download supporting documents in classic Workpapers today by; downloading individual files from the 'Supporting Documents' list or exporting the entire workpaper pack as a ZIP file, which keeps all your original documents organised and ready for download.

    I'll be return to let you know once new Workpapers is live to you all.

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