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1. Unclaimed money

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   2 comments  ·  Banking & chart of accounts  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Raydan, not entirely clear of your idea here can you share a bit more detail of the change or new feature you'd like to see Xero develop and how this would help you?

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   Raydan Gallar commented  ·  10 October, 2024  ·  Edit…  ·  delete…

   I hope they will heard me.rules and regulations

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   Raydan Gallar shared this idea  ·  10 October, 2024

2. Workpapers - Rearrange support documents in workpaper

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   1 comment  ·  Practice tools » Classic Workpapers  ·  delete…  ·  Admin →
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   In development  ·  AdminDavina Roper (Admin, Xero) responded

   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 flow from Xero ledgers into Workpapers and then into Xero Tax, reducing manual entry and improving accuracy for your compliance workflows.

   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… more

   Raydan Gallar supported this idea  ·  17 November, 2022