Settings and activity
25 results found
-
82 votes
An error occurred while saving the comment 
Ariane Squarci
supported this idea
·
-
25 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.
Ariane Squarci
supported this idea
·
-
12 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.
-
39 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.
-
13 votes
Thanks everyone for the feedback and for the support of this feature in the New Xero Workpapers. We are moving this to Gaining Support and the Product team will continue to monitor support here. You can share this with others to vote and comment on and any updates will be posted here.
-
3 votes
Hiya team, we have recently released the ability to roll forward journals in new Workpapers.
You'll find this option in the header of the manual journal tab.
It's worth noting as you'll see from the note in my image - While you can set a manual journal to roll forward, this will not roll forward debit and credit values as often these will change year to year.
For the time being, we'll leave this idea open so we can continue to track interest in being able to automatically roll forward manual journals with values. To get more insight of the use case we'd love to hear more detail of situations our customers have where you'd want to roll forward journals with the same values? Thanks!
Ariane Squarci
supported this idea
·
-
49 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.
Ariane Squarci
supported this idea
·
-
19 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.
Ariane Squarci
supported this idea
·
-
14 votes
Hey everyone as you can see we have split the original Idea up into seperate ideas including:
(New Workpapers - Payroll tax feature)
(New Workpapers - Dividends. 7A Loans feature)
And I have also added your votes to the following similar established Ideas:
(Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation)
(Workpaper | Fringe Benefits - Motor Vehicle private use)
This is so we can monitor interest for each of the features. The Product team will be reviewing these ideas and we will post any updates on these here. Again thanks for your feedback.
Ariane Squarci
supported this idea
·
-
53 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 ✨🌟💫
Ariane Squarci
supported this idea
·
-
89 votes
Hi everyone, we appreciate how quickly this idea has picked up traction from the community here.
As you've likely heard through other communications we're in the midst of rolling out a unified Client experience as part of our wider Xero Partner Hub.
With the new Client experience you can now;
- Create a client without a TFN, as the Create Client flow has been updated to capture only the basic details
- The TFN can be added later by clicking Edit once the client is created.
- If you do try add a TFN that already exists on an archived client, an error message is displayed - you can get a view of what this looks like in my attachment
Thanks again for sharing with us here and I'll be back to confirm when this new experience is live to all practices.
Ariane Squarci
supported this idea
·
-
25 votesAriane Squarci
supported this idea
·
-
431 votes
Hey everyone, thanks for all your valuable feedback and support on this idea here.
It's nice to see tips being shared throughout this thread to help others managing multiple assets. The suggestion to group similar items (like office chairs or laptops) into a single asset with a quantity can be an efficient way to handle things. When you need to dispose of some, you can then perform a partial disposal by updating the quantity, which helps save a few steps.
Wanting to share an update for you all, although I appreciate it will not be the news hoped for - Developing the capability to bulk dispose assets isn't on our current roadmap. We will keep an active eye on the support this continue to build here and be sure to let you know if anything changes here.
Ariane Squarci
supported this idea
·
-
6 votesAriane Squarci
supported this idea
·
-
15 votes
Thanks for sharing your idea in the forums here, Subegh and to those that have already shown support.
We are keen to get a better sense of the wider interest from the community in this, here.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Ariane Squarci
supported this idea
·
-
24 votesAriane Squarci
supported this idea
·
-
32 votesAriane Squarci
supported this idea
·
-
13 votesAriane Squarci
supported this idea
·
-
36 votesAriane Squarci
supported this idea
·
-
54 votesAriane Squarci
supported this idea
·
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 integrations
Business 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 gap