Settings and activity
41 results found
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22 votes
Ariane Squarci
supported this idea
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10 votes
An error occurred while saving the comment Ariane Squarci
supported this idea
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1 vote
Pleased to share an update with you here, Ariane! We appreciate the friction in the workflow you described and our product team have picked up work for enabling review actions within the Working Trial Balance.
I'll come back to let you know when this is released. 😊
Ariane Squarci
shared this idea
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7 votes
Appreciate wanting more visibility if a Xero organisation has a locked period, thanks for sharing back on how we can improve new Xero Workpapers for you.
For now our teams are getting a sense of interest in the different opportunities our customers see us being able to develop this new solution for them, we'll continue to keep an eye on this idea and share if there are any updates.
Ariane Squarci
supported this idea
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6 votes
Thanks for sharing this idea and highlighting how helpful clear visibility of the depreciation date would be for Workpapers review. We are still working on the new Workpapers experience and this idea will help us gauge interest. Please share it with others who’d benefit so they can add their support and use cases here as well.
Ariane Squarci
supported this idea
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3 votes
Appreciate the feedback and how you'd like the accounts receivable to link to the summary report rather than details.
We'll continue to consider improvements like this as we continue to develop new Workpapers. For now, share this idea with other colleagues that would also find this useful so they can add their vote. 🙂
Ariane Squarci
supported this idea
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17 votes
Hey April, thanks for raising this idea as well, your continued commitment to bringing these points to us are always appreciated. This will be assessed by our product team. 🕵️
Once they've reviewed the idea we'll share the outcome and update everyone, here.
Ariane Squarci
supported this idea
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10 votes
Thanks for sharing about our new Workpapers solution team. We value your input as our product teams continue to develop this new solution.
I will make sure to share if any plans are made for adding further statuses. For now we are keeping a close track on the support in this here.
Ariane Squarci
supported this idea
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26 votes
Hi team, we appreciate the interest for a Loan schedule in Workpapers and are tracking this idea closely. While this isn't in the immediate roadmap we'll be sure to let you know if there are any updates surrounding this, here. Thanks
Ariane Squarci
supported this idea
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6 votes
Hi team, we really appreciate the feedback from you here and the issues for Reviewers that you've raised. We've made some recent changes and are really keen to hear if these improvements have solved for your needs.
Now;
- when using the arrow keys in the top right to navigate between worksheets, those marked as Not applicable are now automatically skipped
- When viewing attachments, you can use the arrow key button at the bottom of the attachment to move between files (screenshot below)
Let us know if these changes have been of benefit!
Ariane Squarci
supported this idea
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67 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.
Ariane Squarci
supported this idea
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11 votes
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.
Ariane Squarci
supported this idea
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9 votes
Hi team, thanks for your inputs here. This is an idea that our product team are exploring and considering how they improve the collaboration. For now we'll shift into discovery and I'll share when there is more news around this.
Ariane Squarci
supported this idea
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4 votes
We appreciate you sharing your idea and letting us know which changes matter most to you. Your idea has been reviewed and is now ready for community support.
Be sure to share this with any colleagues who would find this beneficial, encouraging them to add their vote as well. Community members can now also comment, offering more context on how this idea could improve their use of Xero.
Ariane Squarci
supported this idea
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47 votesAriane Squarci
supported this idea
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55 votesAriane Squarci
supported this idea
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21 votesAriane Squarci
supported this idea
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95 votes
An error occurred while saving the comment Ariane Squarci
commented
Xero currently allows a Primary Contact to be assigned to a client; however, there is no way to run a report or export a list showing the Primary Contact for each client. This represents a significant limitation for accounting and advisory practices.
Why This Is Critical
1. Client Communication and Contact Lists
Practices regularly need to generate client contact lists for practical scenarios, including client communications, compliance matters, and operational outreach. Without the ability to report on Primary Contacts:
- Practices cannot easily confirm which clients have a Primary Contact assigned
- Data gaps and errors cannot be identified at scale
- Xero cannot be reliably used as the source of truth for client contact management
Manual review of individual contacts is not viable for practices with large client bases.2. Reliance of Integrated Systems on the Primary Contact Field
Many external and integrated systems rely on Xero’s Primary Contact field, including ATO-related tools and document management systems where correspondence is automatically addressed to the Primary Contact.
When practices cannot review or audit this data in bulk, it leads to:
- Incorrectly addressed correspondence
- Increased compliance and privacy risk
- Reduced confidence in automation and third-party integrationsBusiness Impact
The absence of a reportable Primary Contact field creates:
- Unnecessary manual workarounds
- Increased administrative overhead
- Higher risk of communication errors
For practices managing hundreds or thousands of clients, this is a material operational failure rather than a minor feature gapAriane Squarci
supported this idea
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17 votes
Thanks for the feedback on the New Xero Workpapers, we appreciate the time taken to add your thoughts and votes on the new experience. We have moved this to Gaining Support and the Product team will review the comments and votes here. We will update the Idea when there are any updates or changes.
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43 votes
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.
I understand that this setting can be changed on the practice level - but its one or the other and you're all locked in. The abilty for staff to be able to choose which method they want to use would be appreciated.