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  1. Contact - Notify all users or nominated users when supplier bank account changes.

    133 votes

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    67 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Middleton (Admin, Xero) responded

    Appreciate wanting an update from us here, everyone. We know that having more visibility of when a supplier’s bank account details change is important to you and understand that there are some security concerns around this. This is something our product teams are aware of the appetite for, however we want to be upfront that this feature is not planned in the near future.


    While not a direct solution to what you’re asking here, it’s worth noting that the ability to change supplier’s bank account details is limited by the bank account admin permission. Advisors will have access to the Assurance dashboard where you’ll be able to get an easy view of any Contacts whose bank account details have been edited, and you can also view this information running the History and Notes report.

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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

    14 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Nicole Stafford supported this idea  · 

  3. Workpapers - Roll forward to the next years workpapers

    103 votes

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    7 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

    Nicole Stafford supported this idea  · 

  4. Workpapers - Ability to copy a pack

    8 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Nicole Stafford supported this idea  · 

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

    19 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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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  ·