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44 results found
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10 votes
Hi Susan, great to hear your feedback on the comparison periods in Workpapers here.
As we continue to develop this new product we're keeping a keen eye on the interest ideas in this forum are building and I'll let you know if there are any changes planned for this, here.
Shannon Patterson
supported this idea
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4 votes
Hi community, we've made a recent update that we'd love to share and believe may help achieve what you need here.
We've now added a supporting balance column, a new variance and change column.
It'd be great to hear if there is additional that you'd be looking for in this idea.
Shannon Patterson
supported this idea
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7 votes
Really good to get this sort of feedback in terms of how different actions are represented and shown in the new Workpapers experience.
This has been shared back with the team and we'll update here if we make plans to change where this action is taken or how it's shown.
Shannon Patterson
supported this idea
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26 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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8 votes
We appreciate you sharing your idea and letting us know what changes are most important to you.
We've completed our review, and now it's time for the community to show its support!
Please share your idea with colleagues who might find it useful and encourage them to vote. Community members can also add comments to expand on how your idea would improve their experience using Xero.
Shannon Patterson
supported this idea
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8 votes
Hi Sam, thanks for sharing your thoughts on adding document linking to Income Tax workpapers.
We’ve taken a look and moved your idea into Gaining support, so it’s now open for others in the community to vote on and weigh in. If you’re able to share a bit more about how you’d use this, it could really help others see the value - and give the product team a clearer picture too.
We’ll keep you updated as things progress.
Shannon Patterson
supported this idea
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13 votes
Hi everyone, we've made some recent updates to how notes/queries are shown to make them more visible.
We'd love to hear your feedback here and whether this has improved things for you. Thanks
Shannon Patterson
supported this idea
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174 votes
Thanks to everyone who's shared feedback here. Over time, the conversation has broadened from the original request: the ability to create custom-designed workpapers, similar to Classic Workpapers, with tailored calculation rows, sections and mapped account codes.
This is something we're actively exploring and will share another update soon. We’ll use this idea to track that broader customisation capability.
Requests for specific worksheets are best tracked separately:
- Inter-entity loan workpapers
- Division 7A loans
- Motor vehicle private use and FBT
- Franking credits - add payment dates
- Investment income
- Profit appropriation/distribution
Tracking these separately helps us understand interest, needs and use cases. Please make sure to add your vote to these if of interest, or start a new idea for a new one.
Shannon Patterson
supported this idea
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An error occurred while saving the comment -
34 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!
Shannon Patterson
supported this idea
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28 votes
Hey thanks for raising this Idea with us regarding amortisation options in the New Workpapers calculator. We have reviewed this and moved it to Gaining Support, this means that others can vote and comment on this Idea. We will be watching the progress of this Idea and any updates will be posted here. Thanks again we appreciate your feedback on the New Workpapers.
Shannon Patterson
supported this idea
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18 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.
Shannon Patterson
supported this idea
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10 votes
We're grateful for your feedback on the new Workpapers, Stacey. It's really good to get an understanding of improvements that w0oulkd be most useful.
For now, we'll get a sense of the interest from others using this product here and I'll share if there are any updates.
Shannon Patterson
supported this idea
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22 votes
Hi team, we appreciate all the interest here and why you'd want to remove a document completely if it was uploaded in error, or no longer relevant.
We're continuing to develop our new Workpapers experience and the team have a close pulse on the interest for improvements through this forum. I'll be sure to update if there are any plans made. Thanks
Shannon Patterson
shared this idea
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19 votes
Thanks for the feedback on the New Xero Workpapers, we appreciate the time taken to add your thoughts and votes on the new experience. We have moved this to Gaining Support and the Product team will review the comments and votes here. We will update the Idea when there are any updates or changes.
Shannon Patterson
supported this idea
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43 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.
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15 votes
Thanks everyone for the feedback and for the support of this feature in the New Xero Workpapers. We are moving this to Gaining Support and the Product team will continue to monitor support here. You can share this with others to vote and comment on and any updates will be posted here.
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13 votes
Hi April, thanks for bringing this idea to our attention. Again your contributions are greatly appreciated in this process. Your idea is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here, once they've reviewed the idea.
An error occurred while saving the comment Shannon Patterson
commented
Yes please!! This is a crucial quality control/ workflow for us where we review the WP pack, then export the approved docs for signing. This also serves as a standalone backup (with the workpapers and supporting docs in one place) if we ever need to check in future years
Currently, we only have the option to export a MASSIVE single PDF...or the attachments without any folder structure.
Shannon Patterson
supported this idea
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18 votes
Hi Chris, thanks for sharing your thoughts on workpaper variance displays. It’s helpful to understand how seeing the difference between approved workpapers and updated account balances could support your workflow.
The community team has reviewed your idea and moved it into Gaining support, so it’s now open for votes and comments. If you’re able to add a bit more detail about your use case, it may help others understand the value and give the product team clearer context.
We’ll let you know if anything changes as the idea progresses.
Shannon Patterson
supported this idea
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35 votes
Hi team, we appreciate the interest this idea is receiving and while we don't have immediate plans are watching the feedback around Workpapers that we're receiving through the forum here closely, to help inform the roadmap.
I'll be sure to update you if there's any progress. In the meantime make sure to share this idea wth any colleagues that'd also find this useful to add their support 🙂
Shannon Patterson
supported this idea
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26 votes
Hey everyone as you can see we have split the original Idea up into seperate ideas including:
(New Workpapers - Payroll tax feature)
(New Workpapers - Dividends. 7A Loans feature)
And I have also added your votes to the following similar established Ideas:
(Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation)
(Workpaper | Fringe Benefits - Motor Vehicle private use)
This is so we can monitor interest for each of the features. The Product team will be reviewing these ideas and we will post any updates on these here. Again thanks for your feedback.
Shannon Patterson
supported this idea
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Ability to add Custom workpaper to suit clientele. For example, the review process/ documents required will differ based on the entity type (Company vs Trust vs Sole Trader).
Also we need to be able to enter the supporting balance that is being verified against. Just comparing to PY doesn't show it's correct. This creates extra clicks to crosscheck to the source docs during the review and could be overlooked where the xero balance changes