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30 results found
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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 🙂
Christie Maitland
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.
Christie Maitland
supported this idea
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41 votes
Hi team, we have split this idea from the original raised across here.
Our teams are watching the interest for changes in Workpapers through the forum here, and I'll make sure to let you know if any plans are made for this.
For now, we'd like to continue to track the interest in this. Thanks
Christie Maitland
supported this idea
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29 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.
Christie Maitland
supported this idea
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34 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
Christie Maitland
supported this idea
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51 votes
Hi everyone, thanks for the additional feedback we’ve received on this idea.
We understand that workpaper packs may sometimes need to be updated when the wrong financial year, dates, accounting method, template, or staff assignments are selected.
Earlier this year, we released the ability to edit pack settings, helping teams make these necessary changes without starting again. Template updates can also be applied to existing packs by refreshing them.
We recognise that there are cases where a pack may have been created for the wrong client or needs to be removed entirely. We’ll continue using your feedback to understand where deletion would provide the most valuable outcome, while also considering how we mgiht cater in the event a pack is accidentally deleted.
I’ll share any further updates here.
Christie Maitland
supported this idea
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40 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.
Christie Maitland
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
Christie Maitland
supported this idea
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58 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. 🙂
Christie Maitland
supported this idea
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65 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.
Christie Maitland
supported this idea
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25 votes
Hi team, we've split this idea from the original thread that was more focused on the ability to edit checklists.
We recognise there are some users that would also find the ability to rearrange items within a checklist helpful.
While this isn't in the roadmap atm, we're keen to stay on top of the interest for this here and will share if there's any news.
Christie Maitland
supported this idea
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171 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.
An error occurred while saving the comment Christie Maitland
supported this idea
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42 votesChristie Maitland
supported this idea
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114 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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65 votes
Hi everyone, we appreciate the efficiency filtering by Partner and Manager in Tax Manager could have in your day to day.
While the Tax Manager is still in beta your feedback is helping shape what comes next, so thank you for your input here.
Our product team is exploring filtering options within Tax Manager, so we’ll move this idea to In development, and keep you posted on progress here. You can also check our Xero Central page for pipeline updates.
Christie Maitland
supported this idea
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59 votes
Hi team, as we continue to progress with improvements for 'Ready to start' our product team would love to engage with users that have voted for this here; to get more understanding of your setup, and give input on early designs.
If you'd be interested in meeting with the team you can book a time that works best for you through this link 🗓️ Thanks!
Christie Maitland
supported this idea
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6 votes
Thanks for your feedback on bulk PDF export for Classic Workpapers. We appreciate you 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
shared this idea
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42 votesChristie Maitland
supported this idea
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120 votesChristie Maitland
supported this idea
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88 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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When adding a new workpaper to a pack it would be great if you could choose which packs you would like it added to. This would be helpful if you would like to workpaper to be used across the different entity types. saving time having to create it in each workpaper pack.