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36 results found

  1. Workpapers | Analytical review P&L worksheet - Ability to add annotate line items

    18 votes

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

    Hi community, we're excited to share that the ability to add notes to all line items will be soon available to all in new Xero Workpapers! We're starting the rollout to our Australian partners, and will go wider to other regions in early 2026. Thanks again for your feedback and we'll round back to confirm when live to all Partners.

    Dinesh Rabari supported this idea  · 

  2. Practice Manager - Link Jobs to Workpapers

    20 votes

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    submitted  ·  0 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Dinesh Rabari supported this idea  · 

  3. Workpapers - Ability to add a note function to each account

    54 votes

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    In development  ·  3 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Dinesh Rabari supported this idea  · 

  4. Profit & Loss - Separate Expenses

    130 votes

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    14 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Dinesh Rabari supported this idea  · 

  5. Workpapers - Ability to use Custom Excel Templates

    163 votes

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    3 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Dinesh Rabari supported this idea  · 

  6. Workpapers - Inter-Entity

    65 votes

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    3 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, thanks for sharing your feedback on this idea 🙂

    We can see the value in this, managing inter-entity loans more easily across entities in Workpapers, especially where you’re trying to match balances and reduce manual cross-checking. We’re moving this idea to Gaining Support so others can vote and add their use cases too. The more detail you can share about how you’d use this in practice, the easier it is for our team to understand the impact and prioritise future improvements.

    This is something that’s on our radar, but we don’t have a timeframe to share right now. We’ll continue to monitor the feedback here and will update this thread if there’s more to share.

    Dinesh Rabari supported this idea  · 

  7. Workpapers - Integrate with the Xero trial balance

    97 votes

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    In development  ·  8 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Dinesh Rabari supported this idea  · 

  8. Workpapers | Entertainment - Mark clients as Non-GST

    10 votes

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    submitted  ·  0 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Dinesh Rabari supported this idea  · 

  9. Report Templates - Ability to add any report

    305 votes

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    44 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.

    We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.

    As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks

    Dinesh Rabari supported this idea  · 

  10. Workpapers - Customised by Entity type

    49 votes

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    submitted  ·  1 comment  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Dinesh Rabari supported this idea  · 

  11. Workpapers - Automatically populate GST Adjustments

    42 votes

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    submitted  ·  0 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Dinesh Rabari supported this idea  · 

  12. Workpapers: Notify when Review is Complete

    31 votes

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    In development  ·  0 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Dinesh Rabari supported this idea  · 

  13. Tax Workpaper - Imputation credit for "tax provision per P&L"

    25 votes

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    submitted  ·  2 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Dinesh Rabari supported this idea  · 

  14. Workpaper | Fringe Benefits - Motor Vehicle private use

    43 votes

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    1 comment  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Dinesh Rabari supported this idea  · 

  15. Workpapers - Rearrange support documents in workpaper

    84 votes

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    1 comment  ·  Practice tools » Classic Workpapers  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    I'm excited to share a major update that addresses this feedback directly. At Xerocon in September 2025, we announced a new strategic partnership with BGL, a leader in compliance and practice software. Together, we are building a new, deeply integrated Workpapers solution that will be embedded directly within Xero Practice Manager (XPM) and Xero Tax. This new solution is central to our compliance and practice tools roadmap and is designed to provide a seamless experience, leveraging BGL’s expertise in document management. We are pleased to confirm that the ability to add, rename, and reorder supporting documents is a key feature of this new BGL-powered Workpapers solution. This functionality is already available in BGL’s core product, which forms the foundation of our new offering. This means you'll soon have the flexibility to organize your documents as you work, without the frustrating workarounds you've mentioned.The new solution will also enable direct data…

    Dinesh Rabari supported this idea  · 

  16. Xero Workpapers - Order of Workpaper packs should be most recent FY first

    10 votes

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    submitted  ·  0 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Dinesh Rabari supported this idea  · 
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