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  1. Workpapers - BAS Workpapers option

    35 votes

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    1 comment  ·  New Xero Workpapers  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for your idea on BAS workpapers being something you would like to see in our future roadmap! Your suggestion is gaining support and aligns with our focus on continuous development. We appreciate feedback and ideas like yours help us shape improvements that benefit both our teams and customers. Please keep sharing your feedback and encourage others to add their support!

    Mary Young supported this idea  · 

  2. Workpapers - Option to split P&L into specific category workpapers

    14 votes

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    1 comment  ·  New Xero Workpapers  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the interest in the idea here.

    We get how separating categories such as Revenue, COGS and Expenses could better support your practices review process.

    This capability is now available in Workpapers Plus which is currently in early access. You can find out more and register your interest through our Xero Central page.

    With Workpapers Plus you can create or edit a template, group relevant report codes into the categories your firm uses, and apply the template to new workpaper packs. Existing packs can be refreshed to apply updated mappings - See more on this here.

    I'll round back to confirm once Workpapers Plus is fully released to all practices.

    Mary Young supported this idea  · 

  3. New Workpapers - Hire Purchase workpapers

    44 votes

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    0 comments  ·  New Xero Workpapers  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea for Xero's new Workpapers here, Michelle. There is an existing idea for a Loan Schedule that I've adde your vote to and we'll keep you updated on.

    I've made your one here specific to a Hire Purchase workpaper. We don't have direct plans of this atm, but we'll share if there are any updates.

    Mary Young supported this idea  · 

  4. New Workpapers - Loan Schedules

    37 votes

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    0 comments  ·  New Xero Workpapers  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    Mary Young supported this idea  · 

  5. Branding - Add Tracking Categories to Invoice Template

    88 votes

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    submitted  ·  44 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Mary Young supported this idea  · 
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    Mary Young commented  · 

    Our clients has specific invoice templates already set up and the tracking categories is important for those customers who have requested it so it is easier from their end.