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174 votes
Thanks to everyone who's shared feedback here. Over time, the conversation has broadened from the original request: the ability to create custom-designed workpapers, similar to Classic Workpapers, with tailored calculation rows, sections and mapped account codes.
This is something we're actively exploring and will share another update soon. We’ll use this idea to track that broader customisation capability.
Requests for specific worksheets are best tracked separately:
- Inter-entity loan workpapers
- Division 7A loans
- Motor vehicle private use and FBT
- Franking credits - add payment dates
- Investment income
- Profit appropriation/distribution
Tracking these separately helps us understand interest, needs and use cases. Please make sure to add your vote to these if of interest, or start a new idea for a new one.
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Daniel van der Heyden
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29 votesDaniel van der Heyden
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347 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Daniel van der Heyden
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20 votes
Hi everyone, thanks for the feedback we have received about assigning Staff permissions from you all. While we are continuing to make improvements within the new staff and client experiences we will keep a close eye on the interest in being able to bulk manage staff permissions like's being requested here, however this is not something we have planned just atm. I will share an update if there's any progression.
Daniel van der Heyden
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13 votesDaniel van der Heyden
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13 votesDaniel van der Heyden
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507 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Daniel van der Heyden
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It would be good to have the custom workpapers (favourite's in classic workpapers). We have a lot of custom workpapers in our workflow and this is stopping us from moving across tot he new workpapers.