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8 results found

  1. Workpapers: Notify when Review is Complete

    31 votes

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    In development  ·  0 comments  ·  Practice tools  ·  Admin →
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    Mubashar Iqbal supported this idea  · 

  2. Workpapers | Analytical review P&L worksheet - Ability to add annotate line items

    18 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi community, we're excited to share that the ability to add notes to all line items will be soon available to all in new Xero Workpapers! We're starting the rollout to our Australian partners, and will go wider to other regions in early 2026. Thanks again for your feedback and we'll round back to confirm when live to all Partners.

    Mubashar Iqbal supported this idea  · 

  3. User Roles: Workpapers - Ability to give 'read only' access

    19 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi team, I'm happy to let you know that we’re working on a new Xero Workpapers solution, within which practices will be able to grant staff the ability to see all workpaper packs for clients they have access to 😊

    In addition, it offers more control over staff permissions within Workpapers, including the ability to restrict certain actions to just administrators or reviewers.

    We've just started rollout to Australian partners with more regions to come in the new year. Thanks again for your feedback and we'll post another update to confirm when released to all Partners.

    Mubashar Iqbal supported this idea  · 

  4. Xero Workpapers - Integrate with Xero Files

    16 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Mubashar Iqbal supported this idea  · 

  5. Workpapers - Rearrange support documents in workpaper

    83 votes

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    In development  ·  1 comment  ·  Practice tools  ·  Admin →
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    Mubashar Iqbal supported this idea  · 

  6. Workpapers - Roll forward to the next years workpapers

    108 votes

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    In development  ·  7 comments  ·  Practice tools  ·  Admin →
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    Mubashar Iqbal supported this idea  · 

  7. Workpapers - Ability to add more users

    71 votes

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    In development  ·  3 comments  ·  Practice tools  ·  Admin →
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    Mubashar Iqbal commented  · 

    Access for more than one person who is doing working paper is much needed

    Mubashar Iqbal supported this idea  · 

  8. Workpapers - Ability to add a note function to each account

    54 votes

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    In development  ·  3 comments  ·  Practice tools  ·  Admin →
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    Mubashar Iqbal supported this idea  ·