Settings and activity
40 results found
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25 votes
Dinesh Rabari
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25 votesDinesh Rabari
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26 votes
Hi team, we appreciate your feedback and understand the importance of having decimal places visible in workpapers especially for tasks that require a high level of detail. I'm pleased to let you know that our product teams have paid close attention to the idea from our community here as they develop our new Workpapers solution, where all workpapers in the new solution will show 2 decimal places.
For those of you using the existing Workpapers solution, there's no immediate change. You can continue with your current workflow. Once the new solution becomes available, we'll share more information on how to access it.
We're beginning to roll this out to Partners starting with Australia, and will be expanding to other regions in early 2026.
Dinesh Rabari
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8 votesDinesh Rabari
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18 votes
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
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18 votesDinesh Rabari
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54 votesDinesh Rabari
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121 votesDinesh Rabari
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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.
Dinesh Rabari
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42 votesDinesh Rabari
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96 votesDinesh Rabari
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9 votesDinesh Rabari
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299 votes
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
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46 votesDinesh Rabari
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42 votesDinesh Rabari
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31 votesDinesh Rabari
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25 votesDinesh Rabari
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30 votesDinesh Rabari
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83 votesDinesh Rabari
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10 votesDinesh Rabari
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