Settings and activity
16 results found
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38 votes
Hi team, we appreciate your feedback and support on this idea.
As you'll have noticed we've released our new unified client and staff experience that combines the experiences across Xero Practice Manager and Xero HQ.
You'll find more filter and column options for the Client list.
Though Client Partner and Client Manager aren't filters that can be added at present our product team are aware of the interest for this and will consider this enhancement as they continue to plan their roadmap. We will share any updates with you here.
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Nick Cassimaty
supported this idea
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340 votes
Hi everyone, thanks for your continued feedback about managing working patterns for part-time employees.
We’re pleased to share that we plan to begin rolling out working patterns in AU Payroll later this year.
The first release will allow you to set a one-week work pattern for each employee. This pattern will automatically be used for leave and public holiday calculations in the pay run. At this stage, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.
We plan to build on this foundation by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share more details as the first release gets closer.
Nick Cassimaty
supported this idea
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102 votes
Hi there, as part of our ongoing review process, we’re in the process of updating our idea statuses to better track Xero Product Ideas.
We’ve taken another look at this idea. Whilst we can see the value for payroll administrators to be able to view the payslip in PDF from within the Employee’s record, this update doesn’t currently fit into our product team’s road map. We’ll move this idea to a status of Accepted and will continue to review this in future planning.
Nick Cassimaty
supported this idea
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63 votes
Thanks for letting us know the report suggestions that are most important to you.
We've reviewed your idea and now it's up to the community to get behind and support it. Other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Nick Cassimaty
supported this idea
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29 votesNick Cassimaty
supported this idea
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173 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.
Nick Cassimaty
supported this idea
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28 votes
An error occurred while saving the comment Nick Cassimaty
commented
MYOB allows you put through these adjustments, so clients have an easy to view of what their liability is.
Nick Cassimaty
shared this idea
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16 votes
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109 votesNick Cassimaty
supported this idea
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42 votes
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25 votes
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84 votes
I'm excited to share a major update that addresses this feedback directly. At Xerocon in September 2025, we announced a new strategic partnership with BGL, a leader in compliance and practice software. Together, we are building a new, deeply integrated Workpapers solution that will be embedded directly within Xero Practice Manager (XPM) and Xero Tax. This new solution is central to our compliance and practice tools roadmap and is designed to provide a seamless experience, leveraging BGL’s expertise in document management. We are pleased to confirm that the ability to add, rename, and reorder supporting documents is a key feature of this new BGL-powered Workpapers solution. This functionality is already available in BGL’s core product, which forms the foundation of our new offering. This means you'll soon have the flexibility to organize your documents as you work, without the frustrating workarounds you've mentioned.The new solution will also enable direct data…
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112 votes
Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.
Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.
While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.
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25 votes
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36 votes
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136 votes
Thanks for your feedback on this idea, everyone. We appreciate wanting greater confidence when lodging amended returns.
Right now, though appreciate it's not ideal method - you can print the original draft tax return before you amend the return as a comparative.
We want to be upfront that we don't have any plans around developing this feature in the near term.
We'll continue to monitor the interest this idea keeps building for future consideration, and will share if there's any change.
I think this filter is critical. To not able to see this in the client view is bad enough, but to not be able to run a report on this either makes this worse. I would have assumed this would have been released as part of v1 as a basic requirement.