Settings and activity
20 results found
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17 votes
Hi there, thank you for the feedback!
It sounds like the extra clicks to open the upload pop-up are adding some friction to your workflow compared to the previous version.
We definitely want the New Workpapers to feel as efficient as possible for you. Since direct drag-and-drop to a line item isn't currently available without opening the attachment window first, I’ve moved this to ‘Gaining Support’ to gauge interest from other users who’d like to see this streamlined.
Tammie Pursell
supported this idea
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29 votes
Hi everyone, and thank you for your feedback on this feature Idea in the New Xero Workpapers. We have reviewed this are moving this to Gaining Support so others can vote and comment on this. The Product team will continue to monitor this and other feature Ideas and feedback on the new Workpapers and we will post an updates here.
Tammie Pursell
supported this idea
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30 votes
Hi team, we have split this idea from the original raised across here.
Our teams are watching the interest for changes in Workpapers through the forum here, and I'll make sure to let you know if any plans are made for this.
For now, we'd like to continue to track the interest in this. Thanks
Tammie Pursell
supported this idea
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41 votes
Thanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.
We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.
Tammie Pursell
supported this idea
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44 votes
Thank you for the feedback on the new Workpapers experience. We've reviewed your idea and now it's up to the community to get behind and support it. We really appreciate the time taken and the input of our customers and encourage you to share your idea with any colleagues that this could benefit so they can add their vote too! This is invaluable to our Product team. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Tammie Pursell
supported this idea
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55 votes
Appreciate the interest this idea has been receiving and we wanted to let you know that our product team are taking a closer look into this idea specifically.
I'll be back to share any further updates with you all, here.
Tammie Pursell
supported this idea
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48 votesTammie Pursell
supported this idea
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55 votes
Hi team, atm we're considering improvements to enable you to navigate between workpapers without needing to go back to the workpaper list.
I'll be sure to keep you updated of progress around this, here. Thanks
Tammie Pursell
supported this idea
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85 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 ✨🌟💫
Tammie Pursell
supported this idea
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78 votes
Hi team, apologies we jumped the gun a touch on the idea here.
Like previously mentioned, right now you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience.
Currently our team are exploring how we might further enhance Workpapers with variations for tailored templates, and support direct importing of reports to improve the way data moves across your compliance steps. We'll share as we have more updates for you around this.
Tammie Pursell
supported this idea
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55 votes
Heya team, we appreciate the continued support in this idea. With all practices now on the unified client experience and Xero Partner Hub rolling out to all over the coming months we have a close eye on all feedback surrounding this in the forums.
The ability to search client by ABN is available now from the Client list, and development for searching by TFN is well underway so we'll keep you updated of it's release here. Thanks!
Tammie Pursell
supported this idea
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46 votes
Hi team, it’s been interesting to read through all the comments in this thread. We appreciate the ask and the detail you’ve shared around how these changes could make the client edit screen easier to work with when you’re moving quickly between clients.
This idea is now in Gaining Support, which me
This idea is now in Gaining Support, so it’s open for the wider community to add votes and comments. We’ll keep following the discussion as more perspectives are shared.
Tammie Pursell
supported this idea
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57 votes
Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.
While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.
Tammie Pursell
supported this idea
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236 votes
Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience.
While we can't make any commitments atm I will be certain to share any plans with you all here.
Tammie Pursell
supported this idea
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58 votes
Hi team, we appreciate the feedback we've received on the current behaviour of the 'Go to Xero' button for clients here.
Currently, when you click this within a clients details page it will open in a new browser tab, but we get wanting this to work the same from the Client list.
This is something our product team are working on atm, and I will come back to you here once it's been updated. Thanks!
An error occurred while saving the comment Tammie Pursell
supported this idea
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82 votesTammie Pursell
supported this idea
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74 votes
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
Tammie Pursell
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87 votesTammie Pursell
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327 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Tammie Pursell
supported this idea
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185 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
Tammie Pursell
supported this idea
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When in the client group page that lists each member and it shows 'go to Xero', this should open up on a new tab instead of over taking the current page