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24 results found
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44 votes
Hi everyone, we appreciate the interest we've received in being able to edit Workpapers from our community.
As we continue to develop and release our new Workpapers solution to practices across the globe, this is something we know could benefit some practices (especially in NZ) and have it high on our radar as the team continue to plan their roadmap.
While this isn't in the pipeline yet we'l share if there are any updates for this, here.
Sophia Sanchez
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54 votesSophia Sanchez
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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…
Sophia Sanchez
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6 votesSophia Sanchez
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24 votes
Thanks so much for taking the time to share this idea with us.
This is something we’ve heard interest in from other customers as well, so we’re moving it into the Gaining support stage. From here, other users can add their votes and comments, which helps show how many people would find this useful and the different ways it would help them.
Our product team regularly reviews ideas in this stage alongside other work. While we can’t promise if or when this will be developed, the level of support and detail shared here is an important input into future planning.
Sophia Sanchez
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17 votesSophia Sanchez
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11 votesSophia Sanchez
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50 votesSophia Sanchez
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26 votesSophia Sanchez
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34 votesSophia Sanchez
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19 votes
It sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct?
Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record.
Sophia Sanchez
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7 votesSophia Sanchez
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21 votesSophia Sanchez
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9 votesSophia Sanchez
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13 votesSophia Sanchez
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11 votesSophia Sanchez
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169 votes
Hi community, we appreciate your insights on this idea. We recognise that having depreciation excluded from the Cash basis P&L can limit how useful the report is for understanding overall business performance.
The distinction you’ve highlighted between a cash basis Profit and Loss report and a Statement of Cash Flows is a helpful one and gives us a better sense of why this feature matters for your reporting and compliance needs.
For now, creating manual journals is the only available option to include depreciation in cash basis reports. While not ideal, it’s a feasible approach if you need to reflect these adjustments.
We want to be upfront here that this isn't something we have roadmapped right now, and not likely to be planned soon.
This may be something we revisit in the future and will make sure to share any updates if the situation changes.
Sophia Sanchez
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54 votes
Hi everyone, thanks for sharing your feedback on payroll tracking. We understand some of you want to see gross wages, tax and super broken down by department and timesheet categories.
In May 2025 we released an update which allows super and leave to be allocated to employee groups, which helps track full wage expenses across departments or cost centre.
As you’re aware, our timesheet reports can be filtered by tracking categories, however the reports summarise hours rather than a total wage breakdown.
We've shared this idea with our product team. We really appreciate the feedback however further payroll tracking features are not in the near term roadmap so we'll update the status to Not in Pipeline at this time.
We’ll continue to monitor your interest and feedback as we plan future improvements to Payroll reporting.
Sophia Sanchez
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13 votesSophia Sanchez
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14 votes
Hi everyone, returning to the idea here we want to clarify our earlier update.
It is possible to add extra director fields - You'll need to do this at the Practice level first. From the menu go to Client report templates > Report fields > +New Client Field.
Once set up there, they’ll appear in the Report fields menu for each client, where you can enter the directors’ names and use them in your templates. Please note that you’ll need the Edit report templates permission to make these changes.
We have intentions of making fields easier to set up and reuse across report templates, however this hasn't been roadmapped just yet. We'll let you know here when there is progress to share.
Sophia Sanchez
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