28 results found
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Xero Workpapers - Link to Prior Year (Archived) Workpaper Pack
A quick link from this years (active) workpaper pack to last years (archived) workpaper pack for this client would be so useful and save so much time. Accessing prior year (archived) workpapers is such a 🥴 workflow at present.
Ideally this would be available on the Workpapers page (where you can see all workpapers) and take you to the same for last year, and it would be available on every individual workpaper page (and take you to that same page for last year).
14 votesHi team, we've been listening to your feedback and understand just how important it is to have an efficient workflow when preparing workpapers.
As you may have heard, we've been working on a brand new Workpapers solution. This is a complete overhaul of our Workpapers offering, and we're thrilled to confirm that linking to the prior year's archived workpaper pack is on the roadmap.
The new solution will include direct and seamless navigation between years, providing a link from the current year's workpaper pack to the previous year's archived pack for the same client. This'll save you significant time, making your compliance and review workflows much smoother. We're phasing the rollout, starting with Australia, with a global expansion to follow. I'll keep you updated here as this release widens.
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Workpapers - custom tables do not export to pdf
Workpapers 'Custom Work Programme' custom tables do not export when - the space where they should appear is blank / incomplete.
We don't really understand why the workpapers would allow tables that cannot be exported, as from our perspective the purpose of workpapers is to guide and record preparation procedures followed.
From our perspective this is not a product idea request but rather an oversight or error that needs to be resolved.
1 voteThanks for your valuable input, everyone. We've heard your needs and have developed new Xero Workpapers with our customers front of mind. With the new solution you'll be able to include custom tables and worksheets, whether they're blank or partially completed in exports.
We'll be staggering the rollout with Australia first off, and will keep you updated of it's release as it widens here. In the meantime you can read about it on our Xero blog.
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Workpapers - Schedules with Xero figures & check box
Ability to have schedules with both figures from Xero and checkboxes within the same schedule.
4 votesHi community, we’re excited to announce that we're rolling out a new Workpapers solution. Considering the ideas raised for Workpapers in these forums our product team have done their best wrap many key requests into new Xero Workpapers!
As highlighted in this idea, within the new solution there are customisable checklists and workflows, including check boxes designed to give you a clear and simple way to track and manage your review and sign-off processes. Our goal is to streamline your compliance workflows and reduce the need for manual tracking.
We're releasing this in stages, starting with early access in Australia, with a progressive rollout to follow. I'll share more as this lands with everyone through this idea.
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Xero Workpapers - Actual Updates to the Product
I've been using Xero Workpapers now for 7 years. While I find it efficient and effective, there is certainly room for minor improvements.
Yet, despite this list of product ideas from users, it appears that Xero hasn't actually made any changes to this product in the entire time that I have used it. Of the 91 product ideas, only 5 have been marked as 'delivered', 3 of which are not specific to Xero Workpapers, 1 was pointing out a feature that has always been there and the last was resulting from the removal of the old xero reporting (not really…
8 votesHi community, we understand wanting to hear from us around improvements for workpapers and we have some good updates coming with our new Workpapers solution!
Some of the key enhancements you'll find in the new solution include; roll forward, direct ledger integration, granular user roles, and better collaboration tools. Once live to all we intend to continue iterating and adding enhancements to this new product.
We've started release to our Australian partners now, with plans to release to to all regions in the new year.
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Client queries - Uploading to specific line item
Xero workpaper functionality that allows clients to submit their query responses against a specific line item, rather than the paper tab. Currently, it is difficult to determine which account the supporting document is for.
24 votesHi everyone, we're pleased to share new Xero Workpapers that'll be coming soon and encompasses many features we know our customers have desired.
With our new solution collaboration on year-end and compliance tasks will be much smoother - You'll be able to upload documents directly to the specific items you need to review, meaning you no longer have to wonder which email a document should be attached to.
When you need a document, like a bank statement or an invoice, we'll send you a secure query, so you can log into a simple portal, see exactly what we need, and upload the file right there. We'll automatically attach your document to the correct line item, creating a clear and organised record for review and audit purposes.
We're just starting release of this to Australia, and will keep everyone updated as this increases here. For now, you can read more about…
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Workpapers | Profit and Loss Review - Commentary on Variances
Opportunity to provide explanations for significant changes in balances (specifically profit and loss items):
- It would be useful if the PNL review section of Xero Workpapers had an area to incorporate commentary on significant variances or that a balance is not material and therefore no further work on the balance has been performed.
- This would add value in that you won't have to upload separate documents for each profit and loss line item
6 votesHi everyone, we appreciate raising the ability to add commentary on variances in the Workpapers Profit and Loss review and recognise the value this feature would bring to the workflow. Coming soon to all partners will be our new Xero Workpapers, along with many enhancements our customers have requested, you'll be able to add notes to all accounts!
Rollout has just begun in Australia, with other regions to follow so I'll be sure to keep you updated when this is live to you all, here.
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Workpapers - Integrate with the Xero trial balance
Integrate workpapers module into Xero with direct links to the Xero trial balance. Importing the trial balance is impractical and time wasting and the allocation of the account balances within workpapers is dependant on the report code allocations. You should have to option to view all the account balances and the net profit or loss from the trial balance when viewing workpapers to ensure all balance sheet accounst are included.
97 votes -
Workpapers - Carry existing packs forward when creating new ones
The entire workpapers function is inefficient and burdensome. It would be much better to have packs carry forward when creating new packs so that you don't have to add all the notes and work papers back each time. When you roll a work paper pack, having to check & uncheck all the irrelevant sections is a waste of time that would also be alleviated by just being able to roll the prior period pack. The ability to use excel sheets with linked data to the accounts in Xero would be greatly beneficial. Another aggravating and time consuming issue is not…
15 votesHi team! We're happy to announce that the ability to roll forward existing workpaper packs, URL's and Notes is coming with our new Xero Workpapers. This new solution leverages permanent documents, and has improved data preservation to help minimise the manual rework each year, and get a head start with rolling over key information from previous years.
We're planning ongoing enhancements to this new solution to ensure your workflow is robust and intuitive. We're starting release to our Australian partners now, and other regions will have access from early 2026. We'll keep you updated as the launch for this goes wider.
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Workpapers - Ability to set period that workpaper is run across
Workpapers to run for periods (not just years) and for periods ending not on a month end.
The majority of my clients have a year end with 5 April. At the moment i would only be able to run the work papers to 31 March. I also have other clients with year end dates throughout the year.
In addition to this, I can only run the workpapers for a full year. What happens if a business ceases. Often we need to run a set of accounts, and therefore workpapers, for a shorter/longer period.
42 votes -
XPM Workpapers - Show account Review Point relates to in the section at the bottom of workpaper
Currently, if I am looking at a Workpaper and I click on the Flag next to an account, I can add a Review Point for that account.
That review point shows up in the list at the bottom of the workpaper.
If I click the flag next to the account, I can see the review points that have been added to that account... but I can't see the replies to those review points and nobody can reply to them from that area.
I have to scroll down to the bottom to reply to the review point.
When I get to…
6 votesHi team, as you might've heard we have a new Workpapers solution that will be rolling out to partners over the coming months. It focuses on creating a more streamlined and deeply integrated compliance workflow, taking on board many of the ideas represented in community here.
While the new solution won't show the account name just yet, there is a reference to the account number denoted to the right of the review point. You can see an example in my attached image.
We appreciate partners would still like to see the account name referenced and we have another idea that we're tracking interest in this for here, please do add your vote to that if you'd like to see this too.
We'll be staggering the rollout with Australia first off the cuff, and other regions to follow in early 2026. I'll keep you updated of it's release here. Thanks!
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Workpapers: Notify when Review is Complete
Currently there are several system notifications in Xero Workpapers however there is not one for when the partner has approved the workpaper pack. This should then send a notification back to the preparer/manager to let them know the job is right to be finalised.
31 votes -
Workpapers - Prepare on Cash basis
Ability to prepare workpapers on a cash basis is critical to be able to line up with xero reports prepared under Tier 4 cash reporting framework.
11 votesHey team, thanks for sharing your needs in preparing workpapers on Cash basis. We're happy to provide an update that this is now in development as part of new Xero Workpapers. With new Workpapers you'll be able to select the accounting basis (cash or accrual) when setting up a workpaper pack, ensuring your calculations and reports align perfectly with your client's needs.
We've just started roll out to Australia, and will be following to other regions in 2026. We understand that you're eager for this feature, and we'll keep you updated on the progress, here.
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Workpapers - Ability to add more users
Sometimes we have more than three people working on a job and currently Xero only allows for one preparer, manager and partner on a job. It would be good if we could have more flexibility in this area.
71 votes -
Workpapers - Option to show Decimal Places
When using Xero Workpapers, it imports the figures across from the Xero client file without decimals. Therefore, when I'm comparing these figures in Workpapers to client reports and bank statements these are often slightly out.
Can you please update Workpapers so that there is an option to show decimal places?
26 votesHi team, we appreciate your feedback and understand the importance of having decimal places visible in workpapers especially for tasks that require a high level of detail. I'm pleased to let you know that our product teams have paid close attention to the idea from our community here as they develop our new Workpapers solution, where all workpapers in the new solution will show 2 decimal places.
For those of you using the existing Workpapers solution, there's no immediate change. You can continue with your current workflow. Once the new solution becomes available, we'll share more information on how to access it.
We're beginning to roll this out to Partners starting with Australia, and will be expanding to other regions in early 2026.
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Workpapers - Rearrange support documents in workpaper
Support documents uploaded to a workpaper are listed at the bottom of a workpaper in the order they are uploaded in, it would be a handy feature to be able to reorganise uploaded documents as needed for ease of review and keeping items in say account or alphabetical order.
84 votes -
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 voteHi 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.
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Workpapers - Ability to add a note function to each account
Add a note function to each account. Similar to the queries button but just for general notes about what's in the account that doesn't need a resolution. This would be helpful near the account rather then just at the start in the job note section as it would allow quick access for others to see the note when looking at the specific account.
54 votes -
Workpapers | Analytical review P&L worksheet - Ability to add annotate line items
It would be good to have a discussion or description section against each line item in the Analytical review workpaper. Allowing for "oddities" to be cleared. Making the review process easier.
18 votesHi community, we're excited to share that the ability to add notes to all line items will be soon available to all in new Xero Workpapers! We're starting the rollout to our Australian partners, and will go wider to other regions in early 2026. Thanks again for your feedback and we'll round back to confirm when live to all Partners.
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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
1 voteHi 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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XPM workpapers - After document is closed, you are navigated to the prior page with original conditions.
Make it so that when the document is closed, it returns to the same page with the same selection conditions that were before working in this document?
2 votesHi all, we've been listening to your feedback and have worked many highly anticipated enhancements into new Xero Workpapers. This includes one of the most requested features - a smarter navigation experience.
With the new solution, after you close a document you'll automatically be returned to the prior page with all your original filters and conditions intact. Our aim is to deliver a seamless, context-preserving experience for our users. We're actively working on this and plan to roll it out in phases, starting in Australia. You can read more about this in the Xero blog, and I'll be back with more news as rollout continues.
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