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  1. 4 votes

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    Thanks for sharing here, Adam. I've connected with our product team on this and the ordering of these LY and CY balances is something our product team are aware of and they plan to align with other areas. I'll update here once this is implemented.

    Adam Grigsby shared this idea  · 
  2. 58 votes

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    Hi everyone, we appreciate your feedback and request for a Division 7A worksheet within new Xero Workpapers.

    This is now a worksheet available within Xero Workpapers Plus, helping practices manage and reconcile Division 7A loans and repayments.

    Workpapers Plus is currently in early access for a limited group of Australian practices as we refine the experience with partner feedback. We’ll expand access of our new Plus solution to all AU practices over the coming months, along with the Division 7A worksheet and other advanced capabilities.

    I'll come back to confirm here once Plus is made available across all our AU partner base. 🙂

    Adam Grigsby supported this idea  · 
  3. 67 votes

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    Hey Everyone! Thanks for the feedback on the New Workpapers experience. Xero Ask is available on the Classic Workpapers but as yet not available in the new Workpapers experience. We've reviewed your idea and moved it to Gaining Support 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.

    Adam Grigsby supported this idea  · 
  4. 11 votes

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    Appreciate the feedback, Adam. Our product team are staying close to the feedback we're receiving on the new workpapers solution so I'll keep you updated hear if there is any change planned. For now we'll get a sense of others in community that support this too. Thanks

    Adam Grigsby shared this idea  · 
  5. 10 votes

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    Hi everyone, we're excited to share a significant update with you all. With the development of a new Xero Workpapers you'll have a new calculator tool (in the form of blank calculation sheets or light spreadsheet functionality), allowing you to perform basic calculations.

    Until you get new Workpapers, the best option is to continue using external spreadsheets to perform your calculations and attach them as supporting documents.

    We're initially rolling out in Australia, and we'll be sure to keep you updated on our progress as we this goes out to other regions.

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    Adam Grigsby commented  · 

    In Xero blue manual journals, we can type in formulas and it will calculate the result and make it part of the journal line. I alwasy missed this from the old workpapers so it would be great to have it in new workpapers

    Adam Grigsby supported this idea  · 
  6. 41 votes

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    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

  7. 85 votes

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    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

    Adam Grigsby supported this idea  · 
  8. 11 votes

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    Thanks for sharing your feedback, Bradley. Our product team are watching the feedback for new Workpapers here closely.

    We'll keep a keen eye on the interest for this and let you know if there are any updates.

    Adam Grigsby supported this idea  · 
  9. 174 votes

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    Thanks to everyone who's shared feedback here. Over time, the conversation has broadened from the original request: the ability to create custom-designed workpapers, similar to Classic Workpapers, with tailored calculation rows, sections and mapped account codes.

    This is something we're actively exploring and will share another update soon. We’ll use this idea to track that broader customisation capability.

    Requests for specific worksheets are best tracked separately:

    Tracking these separately helps us understand interest, needs and use cases. Please make sure to add your vote to these if of interest, or start a new idea for a new one.

    Adam Grigsby supported this idea  · 
  10. 158 votes

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    Hi everyone, we appreciate all the attention and interest this idea has received. This has not gone unnoticed and our product team understand the importance of these estimates for practices.

    There is a bit of complexity involved in being able to achieve this, but we'd like you to know this is something our teams are looking into.

    As soon as we have any updates we'll be sure to share with you all through this idea. Thanks 🕵️

    Adam Grigsby supported this idea  · 
  11. 124 votes

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    Hi community, we’d like to share that we’ve introduced tax widgets in Xero Partner Hub so your practice can see how many returns are sitting in the Error tab.

    We’ve also improved ATO response times, so returns will come back from the ATO faster and you’ll be alerted to errors sooner.

    We’d love your feedback on whether these improvements address the needs behind this idea, or whether there are still situations where an email notification would be more helpful.

    Adam Grigsby supported this idea  · 
  12. 20 votes

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     ·  4 comments  ·  Practice tools  ·  Admin →
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    Adam Grigsby supported this idea  ·