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47 results found

  1. Workpapers - notes to include account name

    21 votes

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    2 comments  ·  New Xero Workpapers  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.

    We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.

    Jodie Hill supported this idea  · 

  2. Workpapers - Enable use for non-Xero clients

    25 votes

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    submitted  ·  4 comments  ·  Practice tools  ·  Admin →
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    Jodie Hill supported this idea  · 

  3. Working Trial Balance - Hotlinks to Xero reports

    18 votes

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    2 comments  ·  New Xero Workpapers  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate the interest in links and hotlinks for workpapers. This idea has been split from the original so that we can track interest in hotlinks specifically through this idea and share any updates.

    This is currently a feature that our product team are considering and we will move the idea to In discovery. We will share any further news of this, here.

    Jodie Hill supported this idea  · 

  4. Workpapers - Directly attach reports from Xero blue

    42 votes

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    1 comment  ·  New Xero Workpapers  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi Everyone, thank you for the time taken to give us the feedback on this feature. Im happy to say this idea is in development and will be added to the new Xero Workpapers experience in early 2026. We will keep everyone updated here as more features are released and you can also see updates and read more about the new experience here ✨🌟💫

    Jodie Hill supported this idea  · 

  5. Workpapers - Option to add work papers to other workflows.

    38 votes

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    3 comments  ·  New Xero Workpapers  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for the suggestion. We’re rolling out the new Xero Workpapers with BGL to deliver a more integrated compliance workflow, starting with a phased release in Australia. Today you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience, and we’re working on entity‑specific variations for tailored templates, a direct Import Xero Reports as PDFs flow for faster evidence capture, and deeper Workpapers ↔ AU Tax integration so data moves more smoothly across your compliance steps. We’ll keep this idea updated as these capabilities land.

    Jodie Hill supported this idea  · 

  6. Xero HQ | Document portal (without e-sign)

    69 votes

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    submitted  ·  14 comments  ·  Practice tools  ·  Admin →
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    Jodie Hill commented  · 

    Would also be great to have a client portal where clients can send you documents securely. Handisoft, MYOB & CCH all have client portals where they can upload documents.

    Jodie Hill supported this idea  · 

  7. AU Payroll | Timesheet - Ability to add allowances of other unit types

    157 votes

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    34 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Accepted  ·  AdminDavid Reynolds (Admin, Xero) responded

    Hi everyone, thanks for your feedback on adding allowances and other unit types to timesheets. We appreciate you sharing how important this is for managing your payroll.

    We’ve reviewed this idea and we certainly see the benefits it would deliver, so we're updating this idea to Accepted.

    While it’s not currently on our roadmap, we'll let you know right here if there are any developments on this. Thanks for your continued engagement.

    Jodie Hill supported this idea  · 
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