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4 results found

  1. Workpapers - Ability to add more users

    71 votes

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    In development  ·  3 comments  ·  Practice tools  ·  Admin →
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    Sam Salem supported this idea  · 

  2. Workpapers - Ability to use Custom Excel Templates

    163 votes

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    3 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Sam Salem supported this idea  · 

  3. Workpapers - Highlight accounts that need attention

    28 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    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.

    Sam Salem shared this idea  · 

  4. Workpapers - Rearrange support documents in workpaper

    83 votes

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    In development  ·  1 comment  ·  Practice tools  ·  Admin →
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    Sam Salem shared this idea  ·