Settings and activity

8 results found

1. Workpapers: Notify when Review is Complete

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   In development  ·  0 comments  ·  Practice tools » Classic Workpapers  ·  delete…  ·  Admin →
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   Mubashar Iqbal supported this idea  ·  15 April, 2023

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

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   0 comments  ·  Practice tools » Classic Workpapers  ·  delete…  ·  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  ·  15 April, 2023

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

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   1 comment  ·  Practice tools » Classic Workpapers  ·  delete…  ·  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  ·  15 April, 2023

4. Xero Workpapers - Integrate with Xero Files

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   submitted  ·  0 comments  ·  Practice tools » Classic Workpapers  ·  delete…  ·  Admin →
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   Mubashar Iqbal supported this idea  ·  15 April, 2023

5. 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

   Mubashar Iqbal supported this idea  ·  15 April, 2023

6. Workpapers - Roll forward to the next years workpapers

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   In development  ·  7 comments  ·  Practice tools » Classic Workpapers  ·  delete…  ·  Admin →
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   Mubashar Iqbal supported this idea  ·  15 April, 2023

7. Workpapers - Ability to add more users

   71 votes

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   In development  ·  3 comments  ·  Practice tools » Classic Workpapers  ·  delete…  ·  Admin →
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   Mubashar Iqbal commented  ·  15 April, 2023  ·  Edit…  ·  delete…

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

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   Mubashar Iqbal supported this idea  ·  15 April, 2023

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

   54 votes

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   In development  ·  3 comments  ·  Practice tools » Classic Workpapers  ·  delete…  ·  Admin →
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   Mubashar Iqbal supported this idea  ·  15 April, 2023