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17 results found
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42 votes
Thanks for letting us know the changes that would make a difference for you when working with clients, Christopher.
Our product teams are monitoring feedback through the practice experiences beta closely and I'll be sure to let you know here if there are any improvements planned to enable opening in a new tab.
Alison Hogg
supported this idea
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384 votes
Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.An error occurred while saving the comment
Alison Hogg
commented
Just a note - if you go right to the last page on this thread, you'll see the first request for this is noted in 2013 - 12 years ago.
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Alison Hogg
commented
Given that the asset module has been brought over to the, well, I call it the Xero 2.0 platform, that is supposed to be able to have changes rolled out more rapidly, along with the work that is much needed for dealing with the investment boost initiative that came in this year, it is the perfect opportunity now for Xero to pull finger and sort this. Every other major accountants platform can handle this and has done for over a decade at least.
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Alison Hogg
commented
on the asset register we sometimes record revaluations of land and buildings - more often than not, the valuations increase, but sometimes there is a devaluation of land & buildings. It looks untidy to dispose of a valuation year and then re-record a new valuation when we could just adjust a single line for revaluation up or down in the FAR (That way I also don't end up with five lines for revaluation on the asset register either) so conversely as well as partial disposal, partial increases?
Alison Hogg
supported this idea
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14 votes
Hi team, we've been listening to your feedback and understand just how important it is to have an efficient workflow when preparing workpapers.
As you may have heard, we've been working on a brand new Workpapers solution. This is a complete overhaul of our Workpapers offering, and we're thrilled to confirm that linking to the prior year's archived workpaper pack is on the roadmap.
The new solution will include direct and seamless navigation between years, providing a link from the current year's workpaper pack to the previous year's archived pack for the same client. This'll save you significant time, making your compliance and review workflows much smoother. We're phasing the rollout, starting with Australia, with a global expansion to follow. I'll keep you updated here as this release widens.
Alison Hogg
supported this idea
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108 votes
Alison Hogg
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145 votes
Alison Hogg
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1 vote
Alison Hogg
shared this idea
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8 votes
Alison Hogg
supported this idea
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8 votes
Hi community, we understand wanting to hear from us around improvements for workpapers and we have some good updates coming with our new Workpapers solution!
Some of the key enhancements you'll find in the new solution include; roll forward, direct ledger integration, granular user roles, and better collaboration tools. Once live to all we intend to continue iterating and adding enhancements to this new product.
We've started release to our Australian partners now, with plans to release to to all regions in the new year.
Alison Hogg
supported this idea
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9 votes
Alison Hogg
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186 votes
Alison Hogg
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18 votes
Alison Hogg
supported this idea
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43 votes
Alison Hogg
supported this idea
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5 votes
Alison Hogg
supported this idea
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26 votes
Hi team, we appreciate your feedback and understand the importance of having decimal places visible in workpapers especially for tasks that require a high level of detail. I'm pleased to let you know that our product teams have paid close attention to the idea from our community here as they develop our new Workpapers solution, where all workpapers in the new solution will show 2 decimal places.
For those of you using the existing Workpapers solution, there's no immediate change. You can continue with your current workflow. Once the new solution becomes available, we'll share more information on how to access it.
We're beginning to roll this out to Partners starting with Australia, and will be expanding to other regions in early 2026.
Alison Hogg
supported this idea
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6 votes
Hi team, as you might've heard we have a new Workpapers solution that will be rolling out to partners over the coming months. It focuses on creating a more streamlined and deeply integrated compliance workflow, taking on board many of the ideas represented in community here.
While the new solution won't show the account name just yet, there is a reference to the account number denoted to the right of the review point. You can see an example in my attached image.
We appreciate partners would still like to see the account name referenced and we have another idea that we're tracking interest in this for here, please do add your vote to that if you'd like to see this too.
We'll be staggering the rollout with Australia first off the cuff, and other regions to follow in early 2026. I'll keep you updated of it's release here. Thanks!
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Alison Hogg
supported this idea
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31 votes
Alison Hogg
supported this idea
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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.
Alison Hogg
supported this idea
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This is vital for us too as we want to keep practice manager open to record time etc and leave the client list open as well for family group insight etc when working in a clients ledger