Settings and activity
74 results found
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28 votes
Hi everyone, we appreciate wanting more control of which users have access to manual journals.
As you may have seen we've recently released new reporting permissions so you can grant access to Sales Reports or Purchase Reports only, without opening the full Reporting Centre.
At this stage we don't have plans for developing an incremental permission for Manual Journals, however we're continuing to keep a close eye on ideas in the these forums as our permissions journey evolves. I'll be sure to update if there's any news.
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Sarah Mackie
supported this idea
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1 vote
Thanks for raising this idea, Sarah. Being able to print or download a specific tax schedule as a standalone document could make managing working papers more straightforward.
We’ve moved this idea to Gaining Support so we can continue gathering feedback. Add your vote and let us know which schedules or worksheets you’d find most useful.
Sarah Mackie
shared this idea
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11 votesSarah Mackie
supported this idea
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15 votes
Interesting to hear the differing views in terms of the ordering here. Thanks for your feedback.
We're paying close attention to everything our community is sharing about the new navigation here and if there are any plans made around the ordering we will let you know.
Sarah Mackie
supported this idea
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An error occurred while saving the comment Sarah Mackie
commented
Rearrange the Reporting menu sections:
Section 1: All Reports, Custom, Advisor, Drafts, Published, Archived
Section 2: Favourites
Section 3: Reporting Settings
Then have a separate menu dropdown for Analytics - then move the current Analytics, Short-term cash flow + Business snapshot items onto the new menu
Then within the All reports page, have a menu in the side panel to navigate to each reporting section (make all report sections visible in the pane) - e.g. payroll, tax, financial, etc. The whole page could do with a rework, the report grouping is a little cumbersome...please can Fixed Assets reporting have its own section?! -
14 votes
Thanks for sharing your idea of extending the search bar to Reporting Menu, and letting us know the changes that matter most for you.
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.
Sarah Mackie
supported this idea
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2 votes
Appreciate your feedback, Ravinder. Lets start to get a gauge of the community support through your idea here 😊
Our product team are watching the feedback through this forum closely and if there are any updates we'll share with you, here.
Sarah Mackie
supported this idea
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6 votesSarah Mackie
supported this idea
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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…
Sarah Mackie
supported this idea
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2 votes
Hi Rebecca, thank you for this valuable feedback on user access in Workpapers.
We can certainly see your point. The current 'Standard' and 'Admin' levels can be too broad, often requiring you to give staff higher access than necessary just to perform routine tasks like setting up a new workpaper file.
Your suggestion to introduce more refined user roles that better reflect the actual work your staff are involved in is a great solution to improve both workflow and security.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how more granular user roles could improve their practice's efficiency.🙂
Sarah Mackie
supported this idea
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6 votes
Good to hear how we can improve checklists for your use - Thanks for sharing.
While we don't have immediate plans, we'll keep a good eye on the interest in this here and I'll be sure to let you know if there's any news.
Sarah Mackie
supported this idea
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85 votes
Hi team, atm we're considering improvements to enable you to navigate between workpapers without needing to go back to the workpaper list.
I'll be sure to keep you updated of progress around this, here. Thanks
Sarah Mackie
supported this idea
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12 votes
Thanks for sharing about our new Workpapers solution team. We value your input as our product teams continue to develop this new solution.
I will make sure to share if any plans are made for adding further statuses. For now we are keeping a close track on the support in this here.
Sarah Mackie
supported this idea
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7 votes
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 🙂
Sarah Mackie
supported this idea
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6 votes
Hi team, we really appreciate the feedback from you here and the issues for Reviewers that you've raised. We've made some recent changes and are really keen to hear if these improvements have solved for your needs.
Now;
- when using the arrow keys in the top right to navigate between worksheets, those marked as Not applicable are now automatically skipped
- When viewing attachments, you can use the arrow key button at the bottom of the attachment to move between files (screenshot below)
Let us know if these changes have been of benefit!
Sarah Mackie
supported this idea
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17 votes
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 🙂
Sarah Mackie
supported this idea
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3 votes
Hi Rebecca, thanks for this great idea about centralising user management for Workpapers.
We understand that having to manage staff access separately in Workpapers instead of in one central place like XPM or Xero HQ creates extra administrative work. Your suggestion to integrate Workpapers user management so you can control all practice staff access from a single location makes perfect sense.
We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how this feature could improve their practice's efficiency and user management workflow.
Sarah Mackie
supported this idea
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13 votes
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 🙂
Sarah Mackie
supported this idea
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30 votes
Thanks for your idea on BAS workpapers being something you would like to see in our future roadmap! Your suggestion is gaining support and aligns with our focus on continuous development. We appreciate feedback and ideas like yours help us shape improvements that benefit both our teams and customers. Please keep sharing your feedback and encourage others to add their support!
Sarah Mackie
supported this idea
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22 votes
Great to get insight into the type of Workpapers our practices need. Thanks for voting on the idea here.
Being upfront this isn't in the roadmap at present, however we're keeping a close eye on interest through this forum and will be sure to share if there are any updates for a Livestock workpaper.
Sarah Mackie
supported this idea
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57 votes
Hi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.
Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.
I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.
Sarah Mackie
supported this idea
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Since the update to user permissions, Standard users now by default have access to create and edit journals. Most of our client base do not and should not have access to adding/editing journals therefore were set up with Standard user permission. This is going to be a huge job to review and update the permissions for these clients.
Xero should have kept existing permissions for all users, then we could review and expand permission for users on a case by case basis.
Further, it seems that you cannot remove journal access without also removing BAS/tax permission. WHY?!!
Please allow us to pick & choose - many clients can and should be lodging their own BAS, but for various reasons should not have journal access. Please review and fix!