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1. Workpapers - custom tables do not export to pdf

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   0 comments  ·  For small businesses » Accounting features  ·  Edit…  ·  delete…  ·  Admin →
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   Kiala Folkard shared this idea  ·  18 March, 2025

2. Workpapers - Ability to use Custom Excel Templates

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   3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.

   Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.

   The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.

   We'll post an update as soon as we have any news to share.

   Kiala Folkard supported this idea  ·  18 March, 2025

3. Xero Sign - Change wording to "Click to review and sign" rather than "Click to sign"

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Kiala Folkard supported this idea  ·  23 October, 2024
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   Kiala Folkard commented  ·  23 October, 2024  ·  Edit…  ·  delete…

   We have also had clients call, thinking they won't be able to review their documents once they 'click to sign'

   Save Submitting...

4. History & Notes - Xero Mail - Log of mail sent via Xero

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   174 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address in History & Notes, including where an invoice is resent. Adding the ability to quickly confirm who an email was sent to.

   We know a full log of the email body is the ultimate goal for many of you, however we want to be transparent that this is not something we have planned in the next 12 months, however we're watching this idea sharply and will share any new updates right here if anything changes.

   Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.

   As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.

   Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.

   Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address… more

   Kiala Folkard supported this idea  ·  28 March, 2024