Settings and activity
24 results found
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36 votes
Hi team, we appreciate the interest for a Loan schedule in Workpapers and are tracking this idea closely. While this isn't in the immediate roadmap we'll be sure to let you know if there are any updates surrounding this, here. Thanks
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30 votes
Hi everyone, we appreciate your feedback on new Workpapers through the forums here. Our product teams are continuing to closely review the ideas our community bring to us and consider these closely as they plan their roadmap.
I will be sure to share if there are any updates to share on adding new workpapers that will fit the needs here.
Michelle Maurice
supported this idea
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22 votes
Hi team, we appreciate all the interest here and why you'd want to remove a document completely if it was uploaded in error, or no longer relevant.
We're continuing to develop our new Workpapers experience and the team have a close pulse on the interest for improvements through this forum. I'll be sure to update if there are any plans made. Thanks
Michelle Maurice
supported this idea
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45 votes
Hi everyone, thanks for continuing to share your feedback on this idea.
We understand that being able to see all queries at a glance within the In Progress tab would make it much easier to manage work without the extra clicks. The good news is that improvements are part of the planning for our new Workpapers solution in partnership with BGL 💃.
We’re continuing to roll out new Workpapers in phases, and we’ll be sure to share more updates here as we have them.
Thanks again for your feedback and for helping us shape what comes next.
Michelle Maurice
supported this idea
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18 votes
Hi Chris, thanks for sharing your thoughts on workpaper variance displays. It’s helpful to understand how seeing the difference between approved workpapers and updated account balances could support your workflow.
The community team has reviewed your idea and moved it into Gaining support, so it’s now open for votes and comments. If you’re able to add a bit more detail about your use case, it may help others understand the value and give the product team clearer context.
We’ll let you know if anything changes as the idea progresses.
Michelle Maurice
supported this idea
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43 votes
Thanks for sharing your idea, 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.
Michelle Maurice
supported this idea
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26 votes
Hey everyone as you can see we have split the original Idea up into seperate ideas including:
(New Workpapers - Payroll tax feature)
(New Workpapers - Dividends. 7A Loans feature)
And I have also added your votes to the following similar established Ideas:
(Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation)
(Workpaper | Fringe Benefits - Motor Vehicle private use)
This is so we can monitor interest for each of the features. The Product team will be reviewing these ideas and we will post any updates on these here. Again thanks for your feedback.
Michelle Maurice
supported this idea
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174 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.
Michelle Maurice
supported this idea
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42 votes
Thanks for sharing your idea for Xero's new Workpapers here, Michelle. There is an existing idea for a Loan Schedule that I've adde your vote to and we'll keep you updated on.
I've made your one here specific to a Hire Purchase workpaper. We don't have direct plans of this atm, but we'll share if there are any updates.
Michelle Maurice
shared this idea
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35 votes
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 🙂
Michelle Maurice
supported this idea
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12 votes
Hi everyone, thanks for sharing back here. We released a change a few months back that we hope has solved your needs here and are very keen on your feedback.
Now, when clicking the Attach document or file button in the account line or in the supporting documents section you get both the option to attach a document and link an URL.
Let us know if this meets your needs in this idea.
Michelle Maurice
supported this idea
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19 votes
Thanks for the feedback on the New Xero Workpapers, we appreciate the time taken to add your thoughts and votes on the new experience. We have moved this to Gaining Support and the Product team will review the comments and votes here. We will update the Idea when there are any updates or changes.
Michelle Maurice
supported this idea
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67 votes
Hey Everyone! Thanks for the feedback on the New Workpapers experience. Xero Ask is available on the Classic Workpapers but as yet not available in the new Workpapers experience. We've reviewed your idea and moved it to Gaining Support 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.
Michelle Maurice
supported this idea
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59 votes
Hi everyone, we appreciate your feedback and request for a Division 7A worksheet within new Xero Workpapers.
This is now a worksheet available within Xero Workpapers Plus, helping practices manage and reconcile Division 7A loans and repayments.
Workpapers Plus is currently in early access for a limited group of Australian practices as we refine the experience with partner feedback. We’ll expand access of our new Plus solution to all AU practices over the coming months, along with the Division 7A worksheet and other advanced capabilities.
I'll come back to confirm here once Plus is made available across all our AU partner base. 🙂
Michelle Maurice
supported this idea
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9 votesMichelle Maurice
supported this idea
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97 votes
Hi 👋 everyone, we appreciate all the feedback. We understand if you're in and out of many different client orgs each day why you'd like to be able to increase this drop down.
We're keeping a close eye on the interest for this here and will share if there are any plans made.
Michelle Maurice
supported this idea
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318 votes
Hi team, as you may have seen from our Designer Jen's message this idea is in discovery with the team now doing some testing on early concepts.
We'd love to have your input as part of this and if you'd like to take part we invite you to fill in this quick survey. 📝
While we may not be able to invite everyone into these sessions our team will be in touch over the next few weeks.
I'll be sure to share any further updates on tyhis with you all here. Thanks!
An error occurred while saving the comment Michelle Maurice
shared this idea
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114 votes
Good to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.
Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.
Michelle Maurice
supported this idea
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72 votes
Great to hear you're diving into the new experience, Michele. Thanks for taking your time to share changes that you could feel could add benefit.
We'll get a feel for the interest from other beta users from your idea here and I'll make sure to share if our product teams make any plans around this.
Michelle Maurice
supported this idea
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90 votes
Hi everyone, we very much appreciate the feedback from you on wanting to be able to include more than 50 invoices in a batch deposit.
While this is something we'll continue to review we want to be open that this is not planned in the short term.
In the other side of the coin, we know there are also some in the conversation here that would like to see an increase in the number of bills included in a batch payment and I'd recommend adding your vote and staying tuned to this other idea.
If there is any change or updates around batch deposit volumes I'll be sure to share with you, here.
An error occurred while saving the comment Michelle Maurice
commented
I want the batch deposit to show the customers bank account numbers so I can import that batch deposit for my accounts receivable to my bank so they can do my direct debits for my customers who want to pay via direct debit.
The same way we can do a batch payment for accounts payable. Should be able to do the same for accounts receiveable. I don't want to use go cardless or other ones the same as my bank can do it way cheaper.Michelle Maurice
supported this idea
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A good example of this, when I did a clients GST reconciliation today and adjustment was made that actually belongs to the year end 2025 which has not had year end completed yet, and to make a note about what happened would be great so when year end is done we can check notes to see any explanations.