Settings and activity
24 results found
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97 votes
Kim Hume
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112 votes
Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.
Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.
While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.
Kim Hume
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20 votesKim Hume
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6 votesKim Hume
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42 votesKim Hume
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6 votes
Hi everyone, we appreciate raising the ability to add commentary on variances in the Workpapers Profit and Loss review and recognise the value this feature would bring to the workflow. Coming soon to all partners will be our new Xero Workpapers, along with many enhancements our customers have requested, you'll be able to add notes to all accounts!
Rollout has just begun in Australia, with other regions to follow so I'll be sure to keep you updated when this is live to you all, here.
Kim Hume
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97 votesKim Hume
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24 votes
Hi everyone, we're pleased to share new Xero Workpapers that'll be coming soon and encompasses many features we know our customers have desired.
With our new solution collaboration on year-end and compliance tasks will be much smoother - You'll be able to upload documents directly to the specific items you need to review, meaning you no longer have to wonder which email a document should be attached to.
When you need a document, like a bank statement or an invoice, we'll send you a secure query, so you can log into a simple portal, see exactly what we need, and upload the file right there. We'll automatically attach your document to the correct line item, creating a clear and organised record for review and audit purposes.
We're just starting release of this to Australia, and will keep everyone updated as this increases here. For now, you can read more about…
Kim Hume
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7 votesKim Hume
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130 votesKim Hume
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163 votes
Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.
Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.
The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.
We'll post an update as soon as we have any news to share.
Kim Hume
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1,296 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
Kim Hume
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59 votes
Appreciate you'd like to add more detail for assets within a pool.
Atm, we don't have direct plans for developing this, however we'll continue to track interest here, so keep adding your support.
Kim Hume
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46 votes
Hi everyone, we appreciate your interest and contributing to the idea here.
While this is something our teams are keeping a close eye on, we want to be honest that for the time being we do not have any plans for developing automatic calculations for this with Xero Tax(UK).
Atm, we're waiting to see how HMRC will support farmers averaging within MTD IT before making any plans to develop a solution within Xero. We will share if there are any updates surrounding this for you, here.
Kim Hume
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44 votesKim Hume
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185 votes
Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.
Kim Hume
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305 votes
Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.
We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.
When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.
Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.
With that in mind, there isn’t any…
Kim Hume
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29 votesKim Hume
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17 votesKim Hume
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35 votes
Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
Kim Hume
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