Settings and activity
4 results found
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4 votes
✨ Hi everyone, thanks for sharing your feedback on this idea.
We understand how helpful it would be to allow users other than Super users to set up Xero Workpapers, especially where practices want to delegate setup tasks across their team.
We’ve moved this idea to Gaining Support, so others in the community can vote and add comments to share how this change would help their workflow.
If this is something that would make a difference for your practice, please add your vote and share a little more detail about who would need this access and why. This helps our product team better understand the impact and demand.
We’ll keep an eye on the feedback here and update the thread if there’s any progress to share.
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Ed Eikelboom
supported this idea
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120 votes
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 ✨🌟💫
Ed Eikelboom
supported this idea
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87 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Ed Eikelboom
supported this idea
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230 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
Ed Eikelboom
supported this idea
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An error occurred while saving the comment Ed Eikelboom
commented
The company name for Xero invoice reminders is pulled from the legal/trading name in the organisation settings. However, the legal name is not the name that our clients know us as. When they get reminders, the reminders come from the legal name and that is confusing. I would like the reminders to be pulled from another field that contains the business trading name. The issue arises becasue the legal name is required to be entered into the legal name field if we want to use eInvoicing.
Currently the system requires that the master administrator has user access to a Xero file to be able to set up a workpaper. The problem is that there is only one master administrator allowed. In our practice the master administrator does not have access to all Xero files. This system would mean that the master administrator has to be invited into the file. The bigger issue is if no other staff have ability to invite the master administrator - that who mean going back to the client, to do something that effectively is an internal practice issue. Please either allow more than one master administrator or allow anyone with Adviser access to be able to set up a workpaper.