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  1. Email Settings - Set which users to receive Bank account change notification

    228 votes

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    submitted  ·  123 comments  ·  Users & setup » Navigation  ·  Admin →
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    Nicole Stafford commented  · 

    This is a critical control for internal audit and fraud identification. Development should complete this ASAP

    Nicole Stafford supported this idea  · 

  2. Workpapers - Carry existing packs forward when creating new ones

    15 votes

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

    Hi team! We're happy to announce that the ability to roll forward existing workpaper packs, URL's and Notes is coming with our new Xero Workpapers. This new solution leverages permanent documents, and has improved data preservation to help minimise the manual rework each year, and get a head start with rolling over key information from previous years.

    We're planning ongoing enhancements to this new solution to ensure your workflow is robust and intuitive. We're starting release to our Australian partners now, and other regions will have access from early 2026. We'll keep you updated as the launch for this goes wider.

    Nicole Stafford supported this idea  · 

  3. Workpapers - Roll forward to the next years workpapers

    109 votes

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    In development  ·  7 comments  ·  Practice tools  ·  Admin →
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    Nicole Stafford supported this idea  · 

  4. Workpapers - Ability to copy a pack

    9 votes

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

    Thanks for your engagement with this idea, team. Your feedback on how this feature would improve your efficiency and workflow has been invaluable. We're excited to share that we're actively working on a new Xero Workpapers with the ability to roll over workpaper packs including notes and documents, providing the breakdown of accounts sought after here. Release has begun to Australian partners and we'll be sure to provide more information here as this rolls out further.

    Nicole Stafford supported this idea  · 

  5. 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.

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    Nicole Stafford commented  · 

    Agreed - yes please there is no current work-around. We also have staff that need to view workpaper files that are not part of our prep and review team,

    Nicole Stafford supported this idea  ·