Settings and activity
43 results found
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48 votes
Hi Gareth, appreciate your feedback on new Xero Workpapers here. Atm, you can refresh the pack after making template changes for them to pull through.
It'd be good to get more understanding of the scenarios in which you'd like to delete packs - For example when or why you'd want to delete packs and the sort of users you'd want to allow to delete packs to help us better assess your idea here. Thanks!
Alison Hogg
supported this idea
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59 votes
Hey Everyone! Thanks for the feedback on the New Workpapers experience. Xero Ask is available on the Classic Workpapers but as yet not available in the new Workpapers experience. We've reviewed your idea and moved it to Gaining Support and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Alison Hogg
supported this idea
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100 votes
An error occurred while saving the comment Alison Hogg
supported this idea
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111 votes
Hi team, thank you for the continued engagement here. We appreciate there are multiple needs that have been shared through this idea and we wanted to provide an update that our AU GST worksheet is currently being tested by a small group of practices to ensure it will meet the needs of Australian practices.
I'll be back to share more on this idea as it rolls out wider to practices.
An error occurred while saving the comment Alison Hogg
commented
Wow the GST workpaper is seriously undercooked - how does one show the GST return filed at the IRD and then align back to the GL balance if there is no consistent area for these workings, and then showing adjustments etc since.
Alison Hogg
supported this idea
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87 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Alison Hogg
supported this idea
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18 votes
Hi team, thank you for sharing back with us on how providing a bulk tools to remove users from an organisation would be helpful.
Being upfront this isn't something we have plans for developing right now but are continuing to watch interest in this idea grow. We will share if there are any updates.
Alison Hogg
supported this idea
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51 votes
Hi team, thanks for continuing to engage, and share the importance of easily viewing tax filing errors from the Xero Partner Homepage with us here.
Right now, for AU Practices there are a few tax widgets available that those with View tax return permissions will be able to view.
Both Activity Statements, and Income tax returns widgets will show returns with lodgment errors.
We're also in the process of developing tax widgets for NZ practices and I'll be sure to update you with more on this once it's ready 😊
Alison Hogg
supported this idea
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181 votes
Hi Natascha,
Thanks for submitting your idea and highlighting what matters most to you.
We’ve reviewed it, and it’s now open for community support. Feel free to share it with colleagues who may benefit so they can vote as well!
Others can also comment to add context and explain how this enhancement would improve their Xero experience ☺️
An error occurred while saving the comment Alison Hogg
commented
As someone that reviews annual accounts all day, coming into the new financial year, being able to show the clients which assets had investment boost claimed on them would be invaluable, and moreso as a reviewer in that I can make sure that it has been claimed by cross referencing purchases with investment boost, along with making sure that its been appropriately claimed as well on new or new to NZ assets.
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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109 votesAlison Hogg
supported this idea
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171 votesAlison Hogg
supported this idea
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1 voteAlison Hogg
shared this idea
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8 votesAlison 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 votesAlison Hogg
supported this idea
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211 votes
Thanks for all the valuable feedback you’ve shared through this idea. We get how adding Quantity and Unit Price columns to the Account Transactions report would help you with transaction reconciliation, and provide clearer insights, without the need of opening individual transactions.
Being upfront this isn’t in our team’s roadmap, however the idea will remain open for voting. Your input continues to shape our understanding of what’s most important, and we’ll keep sharing your feedback with the product team as they assess and plan for the future.
Alison Hogg
supported this idea
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21 votesAlison Hogg
supported this idea
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44 votes
Hi everyone, we appreciate the interest we've received in being able to edit Workpapers from our community.
As we continue to develop and release our new Workpapers solution to practices across the globe, this is something we know could benefit some practices (especially in NZ) and have it high on our radar as the team continue to plan their roadmap.
While this isn't in the pipeline yet we'l share if there are any updates for this, here.
Alison Hogg
supported this idea
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5 votesAlison 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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Need to create our own workpapers for things like Quality Assurance and NZ companies office which don't sync through to Xero but need to be completed as part of the job process.