Settings and activity
21 results found
-
25 votes
An error occurred while saving the comment An error occurred while saving the comment 
Michaella Smith
commented
Can we make a workpaper for Individuals - not on Xero
This is handy as they are likely connected to a group & we will need to submit the group to a partner for review (Handy to have all in the group in the Xero - Workpapers), in the old we created this for ourselves but cannot see how to currentlyMichaella Smith
supported this idea
·
-
7 votes
Hi everyone, thanks for showing your support in this idea. Paying close attention to the feedback in this forum our product team have picked this up and are now working on improving the visibility of this button in the new solution. I'll be back to share as soon as I have more news 😁
Michaella Smith
supported this idea
·
-
20 votes
Thanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.
We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.
Michaella Smith
supported this idea
·
-
13 votes
Hi team, we have split this idea from the original raised across here.
Our teams are watching the interest for changes in Workpapers through the forum here, and I'll make sure to let you know if any plans are made for this.
For now, we'd like to continue to track the interest in this. Thanks
-
26 votes
Appreciate the feedback on our new Workpapers here, team. Our product team are tracking the feedback for improvements closely and I'll share if there are any updates.
For now, we'll continue to see the attention this idea builds.
Michaella Smith
supported this idea
·
-
24 votes
Hi 👋 thanks for continued feedback on the New Workpapers. This particular idea has been moved to Gaining Support, which will allow others to vote and comment! We will be keeping a close eye on the Ideas coming through and will update here if there are any changes. Again we appreciate each and everyone who has participated and added their feedback.🙂
Michaella Smith
supported this idea
·
-
18 votes
Thank you for the feedback on the new Workpapers experience. We've reviewed your idea and now it's up to the community to get behind and support it. We really appreciate the time taken and the input of our customers and encourage you to share your idea with any colleagues that this could benefit so they can add their vote too! This is invaluable to our Product team. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Michaella Smith
supported this idea
·
-
17 votes
Hi team, appreciate the interest in links and hotlinks for workpapers. This idea has been split from the original so that we can track interest in hotlinks specifically through this idea and share any updates.
This is currently a feature that our product team are considering and we will move the idea to In discovery. We will share any further news of this, here.
An error occurred while saving the comment Michaella Smith
commented
Can we have the pdf link next to each account code and a button next to it for the reviewer on the working trial balance page.
Currently reviewer has to click too many times to sign off that they are spending as much time as processor.Reviewer needs this to be simple and quick.
Michaella Smith
supported this idea
·
An error occurred while saving the comment Michaella Smith
commented
Can you please clarify if this is considered part of the current work or not relevant and therefore not going to be done?
Michaella Smith
shared this idea
·
-
12 votes
Good to hear about the changes in new Workpapers that would be impactful to you.
We have a close eye on the idea here and I'll be sure to share if there are any changes planned.
Michaella Smith
supported this idea
·
-
20 votes
Thank you for submitting your feedback and highlighting the changes that are important to you. We have reviewed your idea, and it is now open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can now leave comments to provide further context on how this would improve their Xero experience.
Michaella Smith
supported this idea
·
-
9 votes
Thanks for sharing your feedback, Bradley. Our product team are watching the feedback for new Workpapers here closely.
We'll keep a keen eye on the interest for this and let you know if there are any updates.
Michaella Smith
supported this idea
·
-
37 votes
Thanks for the suggestion. We’re rolling out the new Xero Workpapers with BGL to deliver a more integrated compliance workflow, starting with a phased release in Australia. Today you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience, and we’re working on entity‑specific variations for tailored templates, a direct Import Xero Reports as PDFs flow for faster evidence capture, and deeper Workpapers ↔ AU Tax integration so data moves more smoothly across your compliance steps. We’ll keep this idea updated as these capabilities land.
An error occurred while saving the comment Michaella Smith
commented
made our own custom workpaper for BAS's that we complete each Qtr. ready to add to year end.
made our own custom workpaper for A workpaper that we attach our firm's Excel workpapers / excel GL that we can put notes on
made our own custom workpaper for Partner Review NotesMichaella Smith
supported this idea
·
-
4 votes
Thank you for submitting your valuable idea and specifying the critical changes you need.
We have completed our internal review of your submission. It is now live and awaiting community support.
Your idea's success depends on collective action. Please share this with colleagues who would benefit. We also encourage comments, which allow other users to share details on how your idea would improve their overall experience with Xero.
Michaella Smith
shared this idea
·
-
8 votes
Thanks for sharing your idea, Michaella! It's great to hear what improvements would help in new Workpapers.
We'd like to gauge the interest from others in this here and I'll let you know if any plans are made for groups.
Michaella Smith
shared this idea
·
-
5 votes
Hi team, thanks for your inputs here. This is an idea that our product team are exploring and considering how they improve the collaboration. For now we'll shift into discovery and I'll share when there is more news around this.
Michaella Smith
shared this idea
·
-
3 votes
We appreciate you sharing your idea and letting us know which changes matter most to you. Your idea has been reviewed and is now ready for community support.
Be sure to share this with any colleagues who would find this beneficial, encouraging them to add their vote as well. Community members can now also comment, offering more context on how this idea could improve their use of Xero.
Michaella Smith
shared this idea
·
-
42 votes
Hi Everyone, thank you for the time taken to give us the feedback on this feature. Im happy to say this idea is in development and will be added to the new Xero Workpapers experience in early 2026. We will keep everyone updated here as more features are released and you can also see updates and read more about the new experience here ✨🌟💫
Michaella Smith
supported this idea
·
-
3 votesMichaella Smith
supported this idea
·
-
9 votesMichaella Smith
supported this idea
·
-
2 votesMichaella Smith
supported this idea
·
Can we please create workpapers for our individuals we do tax returns for in XPM