Settings and activity
97 results found
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37 votes
Thanks for the suggestion. We’re rolling out the new Xero Workpapers with BGL to deliver a more integrated compliance workflow, starting with a phased release in Australia. Today you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience, and we’re working on entity‑specific variations for tailored templates, a direct Import Xero Reports as PDFs flow for faster evidence capture, and deeper Workpapers ↔ AU Tax integration so data moves more smoothly across your compliance steps. We’ll keep this idea updated as these capabilities land.
Niki Cotter
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17 votes
Hi team, appreciate the interest in links and hotlinks for workpapers. This idea has been split from the original so that we can track interest in hotlinks specifically through this idea and share any updates.
This is currently a feature that our product team are considering and we will move the idea to In discovery. We will share any further news of this, here.
Niki Cotter
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42 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 ✨🌟💫
Niki Cotter
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28 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.
Niki Cotter
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37 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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.
Niki Cotter
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31 votesNiki Cotter
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36 votesNiki Cotter
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42 votesNiki Cotter
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42 votesNiki Cotter
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42 votesNiki Cotter
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43 votesNiki Cotter
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46 votesNiki Cotter
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51 votesNiki Cotter
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54 votesNiki Cotter
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83 votesNiki Cotter
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96 votesNiki Cotter
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108 votesNiki Cotter
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111 votesNiki Cotter
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121 votesNiki Cotter
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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.
Niki Cotter
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