Settings and activity
42 results found
-
84 votes
Peter Taylor
supported this idea
·
-
63 votes
Hi everyone, thanks for sharing your feedback on this idea 🙂
We can see the value in this, managing inter-entity loans more easily across entities in Workpapers, especially where you’re trying to match balances and reduce manual cross-checking. We’re moving this idea to Gaining Support so others can vote and add their use cases too. The more detail you can share about how you’d use this in practice, the easier it is for our team to understand the impact and prioritise future improvements.
This is something that’s on our radar, but we don’t have a timeframe to share right now. We’ll continue to monitor the feedback here and will update this thread if there’s more to share.
Peter Taylor
supported this idea
·
-
7 votesPeter Taylor
supported this idea
·
-
11 votesPeter Taylor
supported this idea
·
-
44 votesPeter Taylor
supported this idea
·
-
11 votesPeter Taylor
supported this idea
·
-
29 votes
Thanks so much for everyone's support in this idea. I'm excited to share we have good news! The team's been working hard on a brand new Workpapers solution where you'll be able to highlight accounts that need attention. 😊
New Workpapers offers a seamless compliance workflow, making it easy to identify discrepancies with a rich working trial balance and in-built collaboration.
Starting to rollout in Australia, and we'll be following with release to other regions in 2026. We'll be sure to keep you updated on the progress here as we get closer to the release dates for other regions.
Peter Taylor
supported this idea
·
-
48 votesPeter Taylor
supported this idea
·
-
109 votesPeter Taylor
supported this idea
·
-
26 votes
Hi 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.
Peter Taylor
supported this idea
·
-
21 votesPeter Taylor
supported this idea
·
-
Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
-
241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
561 votesHi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.
Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.
To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.
- We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
Peter Taylor
supported this idea
·
-
-
93 votes
Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.
If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!
Peter Taylor
supported this idea
·
-
8 votes
Hi 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.
Peter Taylor
supported this idea
·
-
163 votes
Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.
Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.
The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.
We'll post an update as soon as we have any news to share.
Peter Taylor
supported this idea
·
-
97 votesPeter Taylor
supported this idea
·
-
42 votesPeter Taylor
supported this idea
·
-
28 votesPeter Taylor
supported this idea
·
-
6 votesPeter Taylor
supported this idea
·
-
653 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Peter Taylor
supported this idea
·
