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10 results found

  1. Practice tools | Client - Search by TFN or ABN

    32 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, with the new unified client experience and Xero Partner Hub coming to you all soon this is a feature we're looking into.

    Our product team are exploring the ability to search by TFN from the client list. I'll keep you updated on where their discovery lands, here.

    Jess Haumer supported this idea  · 

  2. XPM workpapers - Additional field to Hide Resolved Queries

    1 vote

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Jess Haumer shared this idea  · 

  3. Workpapers - Add Next button to bottom of page

    5 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Jess Haumer shared this idea  · 

  4. Workpapers - Download supporting document from 'Documentation' icon

    1 vote

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    0 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    Hi team, we’re excited to let you know about a confirmed improvement coming to our new Xero Workpapers, where you'll find a much improved preview and ability to download supporting documents!

    The rollout of new Workpapers will be phased, beginning with Australia with more regions to come in FY26.

    While the new solution will make this process more seamless, you can still download supporting documents in classic Workpapers today by; downloading individual files from the 'Supporting Documents' list or exporting the entire workpaper pack as a ZIP file, which keeps all your original documents organised and ready for download.

    I'll be return to let you know once new Workpapers is live to you all.

    Jess Haumer shared this idea  · 

  5. Workpapers - Roll forward to the next years workpapers

    108 votes

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    In development  ·  7 comments  ·  Practice tools  ·  Admin →
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    Jess Haumer supported this idea  · 

  6. Xero HQ - Ask history

    20 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate wanting history for Xero Ask queries. 

    This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.  


    We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here. 

    Jess Haumer supported this idea  · 

  7. Ask Queries - Automated reminder notification

    18 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Jess Haumer supported this idea  · 

  8. Workpapers - Ability to edit Internal queries

    17 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    We appreciate the interest and attention around this idea, team. As you might've heard, at Xerocon we announced our new Xero Workpapers.

    Taking on board feedback from our community to develop this, new Workpapers provides the ability to edit internal queries in Workpapers. We're excited for you to try this new experience and have just begun rollout to Australian partners, with other regions soon to come in 2026. Thanks for sharing how this feature could benefit your practice. We'll return to share once rolled out to 100%.

    Jess Haumer supported this idea  · 

  9. Xero Ask - Link to XPM Job References

    6 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Jess Haumer supported this idea  · 

  10. Practice Manager - Link Jobs to Workpapers

    18 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Jess Haumer supported this idea  ·