Settings and activity
21 results found
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6 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 🙂
Christie Maitland
shared this idea
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25 votes
Thanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.
We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.
Christie Maitland
supported this idea
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30 votes
Appreciate the interest this idea has been receiving and we wanted to let you know that our product team are taking a closer look into this idea specifically.
I'll be back to share any further updates with you all, here.
Christie Maitland
supported this idea
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34 votes
Hi 👋 thanks for continued feedback on the New Workpapers. This particular idea has been moved to Gaining Support, which will allow others to vote and comment! We will be keeping a close eye on the Ideas coming through and will update here if there are any changes. Again we appreciate each and everyone who has participated and added their feedback.🙂
Christie Maitland
supported this idea
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45 votes
Hi team, we appreciate your feedback as you get stuck in to trying our our new Workpapers. Our team have been monitoring feedback closely and I'd like to share that we're in the process of developing a GST Workpaper in our new solution. We'll be back to share once it's released. 😊
Christie Maitland
supported this idea
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55 votes
Hi Everyone, thank you for the time taken to give us the feedback on this feature. Im happy to say this idea is in development and will be added to the new Xero Workpapers experience in early 2026. We will keep everyone updated here as more features are released and you can also see updates and read more about the new experience here ✨🌟💫
Christie Maitland
supported this idea
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50 votes
Hi team, apologies we jumped the gun a touch on the idea here.
Like previously mentioned, right now you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience.
Currently our team are exploring how we might further enhance Workpapers with variations for tailored templates, and support direct importing of reports to improve the way data moves across your compliance steps. We'll share as we have more updates for you around this.
Christie Maitland
supported this idea
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27 votesChristie Maitland
supported this idea
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116 votesChristie Maitland
supported this idea
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81 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Christie Maitland
supported this idea
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17 votes
We appreciate the interest and attention around this idea, team. As you might've heard, at Xerocon we announced our new Xero Workpapers.
Taking on board feedback from our community to develop this, new Workpapers provides the ability to edit internal queries in Workpapers. We're excited for you to try this new experience and have just begun rollout to Australian partners, with other regions soon to come in 2026. Thanks for sharing how this feature could benefit your practice. We'll return to share once rolled out to 100%.
Christie Maitland
supported this idea
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31 votesChristie Maitland
supported this idea
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13 votesChristie Maitland
supported this idea
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316 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
An error occurred while saving the comment Christie Maitland
supported this idea
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100 votes
An error occurred while saving the comment Christie Maitland
commented
This would be a great feature without allowing the staff to have full edit access to the client's details.
Christie Maitland
supported this idea
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39 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.
Christie Maitland
supported this idea
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83 votesChristie Maitland
supported this idea
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22 votes
An error occurred while saving the comment Christie Maitland
commented
Would love if the CSV import would include job budget and job custom fields. It's available on client custom fields why not be available for jobs.
Christie Maitland
supported this idea
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82 votes
An error occurred while saving the comment Christie Maitland
commented
Yes this would be great. We use other integrated software that uses primary contact but the only way we can check the data for this is to check every client which is not possible given our client base.
Christie Maitland
supported this idea
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16 votes
An error occurred while saving the comment Christie Maitland
commented
Also adding in job categories would be wonderful as well as custom fields.
It seems so silly that you can set up job custom fields and job categories, but can't use these when creating a recurring job.
Christie Maitland
supported this idea
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Yes this would be a great feature to add as it saves a lot of time trying to work out who did what and when it was done.