Settings and activity
4 results found
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15 votes
Hi team! We're happy to announce that the ability to roll forward existing workpaper packs, URL's and Notes is coming with our new Xero Workpapers. This new solution leverages permanent documents, and has improved data preservation to help minimise the manual rework each year, and get a head start with rolling over key information from previous years.
We're planning ongoing enhancements to this new solution to ensure your workflow is robust and intuitive. We're starting release to our Australian partners now, and other regions will have access from early 2026. We'll keep you updated as the launch for this goes wider.
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Jason Grant
supported this idea
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5 votes
Hey everyone, we're excited to announce we have a new Workpapers solution in development that'll improve accessibility and collaboration for accounting practices, solving for the needs in the idea here. You can read more on this from our Xero blog.
It'll be a phased release, starting with Australia and expanding to other regions in 2026. I'll keep you updated here on it's release.
Jason Grant
supported this idea
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An error occurred while saving the comment Jason Grant
commented
It would be great to be able to expand the supporting documents, without downloading them, as they are small and difficult to read.
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574 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
An error occurred while saving the comment Jason Grant
commented
The History & Notes is not an adequate Audit trail report in my opinion for the following reasons:
1. Export - It does not export to Excel
2. Visibility - It does not show all the details of the transactions and in journal form with previous versions (see first link below)
3. Filters - there are too few key filters (eg Date of transaction itself is not there)
4. Columns (similar to 2) - there are currenly not enough columns in the report
5. Detail - this column actually combines too much information in one field eg the amount and date shouldn't be concatenated
6. Technical log vs Audit log (see second link below) - these logs are not separated eg the date the document was uploaded is not part of the Audit (transaction) log.For a classic Audit trail report see the old QB desktop audit trail report here
https://www.youtube.com/watch?v=s9rP24cQ0psFor the 5 requirements for good audit trail in software, see here
https://tallysolutions.com/accounting/5-features-to-look-in-audit-trail-edit-log-accounting-software/An error occurred while saving the comment Jason Grant
commented
please please please can you get on with this?
Xero please play Snakes and Ladders and move this to the top of your
list of "product ideas" !I know you have lots of ideas to deal with some 1030 from Accountants and bookkeepers and 3634 from Small businesses...
But this is like so important.
Don't say you haven't been warned.
Does anyone actually read these comments?
Anyway in case you do and you have no idea what Audit trail and why History and Notes really doesn't hit the mark (do you want me to do a Ted Talk on this?) have a look at criteria for good audit trail here:
https://tallysolutions.com/accounting/why-do-we-need-an-audit-trail-for-businesses/
🙏
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3 votes
Hi
Would be amazing if there was a feature to roll forward the documentation on Work Papers, like other good Work Papers software have.
This allows everyone to see the history of each working paper in Excel - see attached image.
Hunting for prior year's working papers can be a chore and to have it at hand makes life so much simpler.
(Tree emoji - represents digital recycling ;) )