Settings and activity
26 results found
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22 votes
Hi team, we appreciate all the interest here and why you'd want to remove a document completely if it was uploaded in error, or no longer relevant.
We're continuing to develop our new Workpapers experience and the team have a close pulse on the interest for improvements through this forum. I'll be sure to update if there are any plans made. Thanks
Jodie Hill
supported this idea
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8 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!
Jodie Hill
supported this idea
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5 votes
Thanks for continuing to share back on new Workpapers and how further improvements would help in your experiencing using this feature.
We'll let you know here if there are any plans to introduce a singular workpaper for the Profit & Loss.
Jodie Hill
supported this idea
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14 votes
Hi everyone, we appreciate the interest in the idea here.
We get how separating categories such as Revenue, COGS and Expenses could better support your practices review process.
This capability is now available in Workpapers Plus which is currently in early access. You can find out more and register your interest through our Xero Central page.
With Workpapers Plus you can create or edit a template, group relevant report codes into the categories your firm uses, and apply the template to new workpaper packs. Existing packs can be refreshed to apply updated mappings - See more on this here.
I'll round back to confirm once Workpapers Plus is fully released to all practices.
Jodie Hill
supported this idea
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26 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.
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12 votes
Hi team, thanks for your inputs here. This is an idea that our product team are exploring and considering how they improve the collaboration. For now we'll shift into discovery and I'll share when there is more news around this.
Jodie Hill
supported this idea
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174 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.
Jodie Hill
supported this idea
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34 votes
Thanks for your idea on BAS workpapers being something you would like to see in our future roadmap! Your suggestion is gaining support and aligns with our focus on continuous development. We appreciate feedback and ideas like yours help us shape improvements that benefit both our teams and customers. Please keep sharing your feedback and encourage others to add their support!
Jodie Hill
supported this idea
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13 votes
Hi April, thanks for bringing this idea to our attention. Again your contributions are greatly appreciated in this process. Your idea is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here, once they've reviewed the idea.
Jodie Hill
supported this idea
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13 votes
Hi everyone, we've made some recent updates to how notes/queries are shown to make them more visible.
We'd love to hear your feedback here and whether this has improved things for you. Thanks
Jodie Hill
supported this idea
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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 🙂
Jodie Hill
supported this idea
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12 votes
Hi everyone, thanks for sharing back here. We released a change a few months back that we hope has solved your needs here and are very keen on your feedback.
Now, when clicking the Attach document or file button in the account line or in the supporting documents section you get both the option to attach a document and link an URL.
Let us know if this meets your needs in this idea.
Jodie Hill
supported this idea
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18 votes
Hi Chris, thanks for sharing your thoughts on workpaper variance displays. It’s helpful to understand how seeing the difference between approved workpapers and updated account balances could support your workflow.
The community team has reviewed your idea and moved it into Gaining support, so it’s now open for votes and comments. If you’re able to add a bit more detail about your use case, it may help others understand the value and give the product team clearer context.
We’ll let you know if anything changes as the idea progresses.
Jodie Hill
supported this idea
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10 votes
Hi Sam, thanks for highlighting the other related idea. We don't have any plans for further improvements to classic workpapers which is why that has now been merged into this idea as an opportunity to improve within new Workpapers.
I've made sure your feedback here has been shared with the team and will provide an update here if any plans are made to change which PAYG instalments are included in this workpaper.
Jodie Hill
supported this idea
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11 votes
Appreciate the feedback, Adam. Our product team are staying close to the feedback we're receiving on the new workpapers solution so I'll keep you updated hear if there is any change planned. For now we'll get a sense of others in community that support this too. Thanks
Jodie Hill
supported this idea
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26 votes
Hey everyone as you can see we have split the original Idea up into seperate ideas including:
(New Workpapers - Payroll tax feature)
(New Workpapers - Dividends. 7A Loans feature)
And I have also added your votes to the following similar established Ideas:
(Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation)
(Workpaper | Fringe Benefits - Motor Vehicle private use)
This is so we can monitor interest for each of the features. The Product team will be reviewing these ideas and we will post any updates on these here. Again thanks for your feedback.
Jodie Hill
supported this idea
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60 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. 🙂
Jodie Hill
supported this idea
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28 votes
Hey thanks for raising this Idea with us regarding amortisation options in the New Workpapers calculator. We have reviewed this and moved it to Gaining Support, this means that others can vote and comment on this Idea. We will be watching the progress of this Idea and any updates will be posted here. Thanks again we appreciate your feedback on the New Workpapers.
Jodie Hill
supported this idea
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23 votes
Thanks for your feedback on this idea. We appreciate you explaining how a dedicated line for prior year tax paid could streamline your workflow.
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.
Jodie Hill
supported this idea
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28 votes
Thanks for sharing your thoughts on adding dates to the Franking Credits workpaper.
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.
Jodie Hill
supported this idea
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