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24 results found

  1. XPM - Bill multiple clients in a group from the client group

    24 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey shared this idea  · 

  2. XPM - Create a registered office field on client details for companies

    119 votes

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    submitted  ·  6 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  3. Practice Manager - Show tax payment notices in client's Dashboard

    1 vote

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey shared this idea  · 

  4. Workpapers - Include square metre rate calculation for home office workapapers

    5 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  5. Workpapers - Integration of bank statement request portal

    111 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  6. Workpapers - Inter-Entity

    42 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  7. Workpapers - Bulk upload attachments to queries

    7 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  8. Workpapers - Rearrange support documents in workpaper

    83 votes

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    In development  ·  1 comment  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  9. User Roles: Workpapers - Ability to give 'read only' access

    19 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi team, I'm happy to let you know that we’re working on a new Xero Workpapers solution, within which practices will be able to grant staff the ability to see all workpaper packs for clients they have access to 😊

    In addition, it offers more control over staff permissions within Workpapers, including the ability to restrict certain actions to just administrators or reviewers.

    We've just started rollout to Australian partners with more regions to come in the new year. Thanks again for your feedback and we'll post another update to confirm when released to all Partners.

    Barbara Gailey supported this idea  · 

  10. Workpapers | Entertainment - Mark clients as Non-GST

    9 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  11. Workpapers - Ability to set period that workpaper is run across

    42 votes

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    In development  ·  3 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  12. 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.

    Barbara Gailey supported this idea  · 

  13. Workpapers - Ability to edit to meet compliance needs

    43 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  14. Workpapers - Customised by Entity type

    46 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  15. Workpapers - add a calculator tool

    9 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, we're excited to share a significant update with you all. With the development of a new Xero Workpapers you'll have a new calculator tool (in the form of blank calculation sheets or light spreadsheet functionality), allowing you to perform basic calculations.

    Until you get new Workpapers, the best option is to continue using external spreadsheets to perform your calculations and attach them as supporting documents.

    We're initially rolling out in Australia, and we'll be sure to keep you updated on our progress as we this goes out to other regions.

    Barbara Gailey supported this idea  · 

  16. Workpapers - Integrate with the Xero trial balance

    96 votes

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    In development  ·  8 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  17. Workpapers - Automatically populate GST Adjustments

    42 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  18. Workpapers - Roll forward to the next years workpapers

    108 votes

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    In development  ·  7 comments  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  19. Workpapers - Export & print linked files

    11 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Barbara Gailey supported this idea  · 

  20. 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.

    Barbara Gailey supported this idea  · 
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