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'More detailed reporting to include Supplier/contractors name and the facility to report a breakdown by nominal codes/ expense type' has been merged into this idea

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  1. 15 votes

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    Hi team, thanks again for sharing your feedback on new Workpapers with us here.

    Our teams are working on an improvement where we'll be updating "Variance" to 'Change" and will add a new column called "Variance" that'l be current year vs supporting balance.

    I'll round back to let you know once it's released.

    Joanne Watson supported this idea  · 
  2. 7 votes

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    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 🙂

    Joanne Watson supported this idea  · 
  3. 15 votes

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    Hi everyone, thanks for showing your support in this idea. Paying close attention to the feedback in this forum our product team have picked this up and are now working on improving the visibility of this button in the new solution. I'll be back to share as soon as I have more news 😁

    Joanne Watson supported this idea  · 
  4. 7 votes

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    Hi team, we appreciate the feedback we've received from you on Workpapers here. Taking this on board we will be updating "Variance" to "Change", and a new column will be included called "Variance" which is current year vs supporting balance.

    I'll keep you in the loop of when this is released here. Thanks 🙂

    Joanne Watson supported this idea  · 
  5. 13 votes

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    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 🙂

    Joanne Watson supported this idea  · 
  6. 12 votes

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    Thanks for sharing your idea and the examples of the flag icon size differences. 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.

    Joanne Watson supported this idea  · 
  7. 14 votes

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    Hey April, thanks for raising this idea as well, your continued commitment to bringing these points to us are always appreciated. This will be assessed by our product team. 🕵️

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

    Joanne Watson supported this idea  · 
  8. 17 votes

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    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 🙂

    Joanne Watson supported this idea  · 
  9. 14 votes

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    Thanks for your feedback on this idea. We appreciate you explaining how a dedicated line for prior year tax paid could streamline your workflow.

    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.

    Joanne Watson supported this idea  · 
  10. 17 votes

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    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 🙂

    Joanne Watson supported this idea  · 
  11. 13 votes

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    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 🙂

    Joanne Watson supported this idea  · 
  12. 17 votes

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    Hi Chris, apologies as returning to your idea here and checking in with our product team I can confirm it is not currently possible to create Workpaper packs for individuals unless they have a Xero subscription.

    This is something our team intend to look into longer term, and I'll be keep you updated of any progress surrounding this here. Thanks

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    Joanne Watson commented  · 

    We currently use the classic workpapers as they have the ability to be set up for any type of client. Are the classic workpapers still going to be available in the future or are we going to have to look at coming up with another way of reviewing & signing off on those without a Xero subscription?

    Would prompt us to look at other all encompassing workpaper packages as we don't want to have multiple systems in place.

    Joanne Watson supported this idea  · 
  13. 17 votes

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    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 🙂

    Joanne Watson supported this idea  · 
  14. 20 votes

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    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 🙂

    Joanne Watson supported this idea  · 
  15. 22 votes

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    Joanne Watson supported this idea  · 
  16. 28 votes

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    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 🙂

    Joanne Watson supported this idea  · 
  17. 34 votes

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    Hi there, thank you for the feedback!


    It sounds like the extra clicks to open the upload pop-up are adding some friction to your workflow compared to the previous version.


    We definitely want the New Workpapers to feel as efficient as possible for you. Since direct drag-and-drop to a line item isn't currently available without opening the attachment window first, I’ve moved this to ‘Gaining Support’ to gauge interest from other users who’d like to see this streamlined.

    Joanne Watson supported this idea  · 
  18. 51 votes

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    Thanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.

    We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.

    Joanne Watson supported this idea  · 
  19. 74 votes

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    Joanne Watson supported this idea  · 
  20. 40 votes

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    Hi Gareth, appreciate your feedback on new Xero Workpapers here. Atm, you can refresh the pack after making template changes for them to pull through.

    It'd be good to get more understanding of the scenarios in which you'd like to delete packs - For example when or why you'd want to delete packs and the sort of users you'd want to allow to delete packs to help us better assess your idea here. Thanks!

    Joanne Watson supported this idea  ·