Settings and activity
30 results found
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339 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Rowena Maynard
supported this idea
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79 votes
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 🙂
Rowena Maynard
supported this idea
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17 votes
Thanks for the confirmation, Heather. No changes planned around this right now but we'll get an understanding of the appetite for this here.
Rowena Maynard
supported this idea
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40 votes
Hi everyone, sorry we've not engaged here sooner. We want to share an update to provide some detail here.
Currently, if no payment is made on the first provisional date, then the amount owing moves to the second provisional date. The payment schedule is optimised to show payments in the future and will not reflect missed payments - There are no plans to make a change to how the payment schedule works.
On this basis, if you feel the schedule is incorrect we highly encourage you connect with our Xero Support team via Xero Central so we can take a closer look to investigate based on your specific case. Thanks
Rowena Maynard
supported this idea
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26 votes
Hi everyone, we appreciate your feedback on new Workpapers through the forums here. Our product teams are continuing to closely review the ideas our community bring to us and consider these closely as they plan their roadmap.
I will be sure to share if there are any updates to share on adding new workpapers that will fit the needs here.
Rowena Maynard
supported this idea
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3 votes
Hi everyone, thanks for sharing your Inputs. We can see how the ability to post a GST-only manual journal would be helpful when managing more complex GST adjustments, such as imports or clearing transactions.
Being able to adjust the GST component directly could make records easier to review. We’ve moved this idea to Gaining Support so we can track interest and share the feedback with our product teams.
Rowena Maynard
supported this idea
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13 votes
Hi David, appreciate you sharing your idea with us here. To get more understanding, can you share why you'd like to be able to download a bank statement that's being imported to Xero versus retrieving this from your banking portal?
Rowena Maynard
supported this idea
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14 votes
Hi team, we've split this idea from the original thread that was more focused on the ability to edit checklists.
We recognise there are some users that would also find the ability to rearrange items within a checklist helpful.
While this isn't in the roadmap atm, we're keen to stay on top of the interest for this here and will share if there's any news.
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57 votes
Hey Everyone! Thanks for the feedback on the New Workpapers experience. Xero Ask is available on the Classic Workpapers but as yet not available in the new Workpapers experience. We've reviewed your idea and moved it to Gaining Support and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Rowena Maynard
supported this idea
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7 votes
Appreciate how being able to see line attachments from the Supporting documents section would be beneficial. Thank you for feeding back on the new experience and supporting the idea here.
Right now we have a close eye on all ideas about new Workpapers and will be sure to share if there's news on this here.
Rowena Maynard
supported this idea
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8 votes
Appreciate you sharing the type of workpapers that will help you get full use out of the new solution, Lyndsay.
We're working on adding more worksheets on the new solution so I'll keep you updated as there are updates here.
Rowena Maynard
supported this idea
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10 votes
Thanks for your feedback around this functionality in the new Workpapers experience, we really appreciate the time taken to add your thoughts. Your idea is now being assessed by our product team. 🕵️
Once they've reviewed the idea we'll share the outcome and update everyone, here.
Rowena Maynard
supported this idea
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15 votes
Thanks for sharing your idea, Michaella! It's great to hear what improvements would help in new Workpapers.
We'd like to gauge the interest from others in this here and I'll let you know if any plans are made for groups.
Rowena Maynard
supported this idea
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29 votes
Thanks for sharing your idea for Xero's new Workpapers here, Michelle. There is an existing idea for a Loan Schedule that I've adde your vote to and we'll keep you updated on.
I've made your one here specific to a Hire Purchase workpaper. We don't have direct plans of this atm, but we'll share if there are any updates.
Rowena Maynard
supported this idea
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16 votes
Thanks for your feedback on this idea. We appreciate you explaining how a dedicated line for prior year tax paid could streamline your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Rowena Maynard
supported this idea
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25 votes
Thanks for your idea on BAS workpapers being something you would like to see in our future roadmap! Your suggestion is gaining support and aligns with our focus on continuous development. We appreciate feedback and ideas like yours help us shape improvements that benefit both our teams and customers. Please keep sharing your feedback and encourage others to add their support!
Rowena Maynard
supported this idea
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26 votes
Appreciate the interest building in this idea team and receiving feedback from you here on the new our new Workpapers.
We will be sure to update you here if any plans for adding this are made.
Rowena Maynard
supported this idea
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17 votes
We appreciate the support this idea is receiving and will continue to monitor feedback this receives for consideration in future planning.
I'll make sure to share if there's any progress for you all here.
Rowena Maynard
supported this idea
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113 votes
Hi Everyone, thank you for the time taken to give us the feedback on this feature. Im happy to say this idea is in development and will be added to the new Xero Workpapers experience in early 2026. We will keep everyone updated here as more features are released and you can also see updates and read more about the new experience here ✨🌟💫
Rowena Maynard
supported this idea
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108 votes
Hi team, thank you for the continued engagement here. We appreciate there are multiple needs that have been shared through this idea and we wanted to provide an update that our AU GST worksheet is currently being tested by a small group of practices to ensure it will meet the needs of Australian practices.
I'll be back to share more on this idea as it rolls out wider to practices.
Rowena Maynard
supported this idea
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