Settings and activity

100 results found

1. Workpapers - Option to add work papers to other workflows.

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   2 comments  ·  New Xero Workpapers  ·  delete…  ·  Admin →
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   In discovery  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for raising this idea for us April, you continued contribution is greatly appreciated. This idea has been merged with another very similar idea from the New Workpapers beta forum so we can gauge correctly how this functionality would benefit. This will be assessed by our product team. 🕵️

   Once they've reviewed the idea we'll share the outcome and update everyone, here.

   Niki Cotter supported this idea  ·  22 October, 2025

2. ATO Account/s link for reconciliation purposes

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   0 comments  ·  New Xero Workpapers  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 🙂

   Niki Cotter shared this idea  ·  22 October, 2025

3. Working Trial Balance - Hotlinks to Xero reports

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   2 comments  ·  New Xero Workpapers  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 supported this idea  ·  22 October, 2025

4. Net profit in tax reconciliation should be pre dividends and tax expense (not after)

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   2 comments  ·  New Xero Workpapers  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks team, we appreciate your feedback on this here and I'd like to confirm this is something that our product teams are working on at present.

   We'll keep you updated on progress here. 🙏

   Niki Cotter supported this idea  ·  22 October, 2025

5. Workpapers - Directly attach reports from Xero blue

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   1 comment  ·  New Xero Workpapers  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we wanted to return to share that this is something our team are picking up for closer consideration. For now we'll move to In discovery and I'll keep you informed of any news, here. 😊

   Niki Cotter supported this idea  ·  22 October, 2025

6. Workpapers - Highlight accounts that need attention

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Niki Cotter supported this idea  ·  22 October, 2025

7. Workpaper | Fringe Benefits - Motor Vehicle private use

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Niki Cotter supported this idea  ·  22 October, 2025

8. Workpapers: Notify when Review is Complete

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   In development  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Niki Cotter supported this idea  ·  22 October, 2025

9. Xero Workpapers - Being able to group entities into one client folder for related entities

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Niki Cotter supported this idea  ·  22 October, 2025

10. Workpapers - Ability to set period that workpaper is run across

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    In development  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Niki Cotter supported this idea  ·  22 October, 2025

11. Workpapers - Automatically populate GST Adjustments

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Niki Cotter supported this idea  ·  22 October, 2025

12. Workpapers - Inter-Entity

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Niki Cotter supported this idea  ·  22 October, 2025

13. Workpapers - Ability to edit to meet compliance needs

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Niki Cotter supported this idea  ·  22 October, 2025

14. Workpapers - Customised by Entity type

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Niki Cotter supported this idea  ·  22 October, 2025

15. Reports - Add customer and supplier journals

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    30 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Niki Cotter supported this idea  ·  22 October, 2025

16. Workpapers - Ability to add a note function to each account

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    In development  ·  3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Niki Cotter supported this idea  ·  22 October, 2025

17. Workpapers - Rearrange support documents in workpaper

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    In development  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Niki Cotter supported this idea  ·  22 October, 2025

18. Workpapers - Integrate with the Xero trial balance

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    In development  ·  8 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Niki Cotter supported this idea  ·  22 October, 2025

19. Workpapers - Roll forward to the next years workpapers

    107 votes

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    In development  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Niki Cotter supported this idea  ·  22 October, 2025

20. Workpapers - Integration of bank statement request portal

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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    Niki Cotter supported this idea  ·  22 October, 2025