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  1. New Workpapers - Create custom design workpapers

    174 votes

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    25 comments  ·  New Xero Workpapers » Workpapers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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:

    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.

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    Denise Ingle commented  · 

    I agree with all comments. Flexibility of classis workpapers is what made it so good to use. Essential to have that flexibility with new workpapers

    Denise Ingle supported this idea  · 

  2. Report Templates | Copy - Client to practice, or client to client

    69 votes

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    26 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!

    As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.

    While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.

    Denise Ingle supported this idea  ·