Settings and activity
44 results found
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8 votes
Hi Sam, thanks for sharing your thoughts on adding document linking to Income Tax workpapers.
We’ve taken a look and moved your idea into Gaining support, so it’s now open for others in the community to vote on and weigh in. If you’re able to share a bit more about how you’d use this, it could really help others see the value - and give the product team a clearer picture too.
We’ll keep you updated as things progress.
Sam Gray
shared this idea
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10 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Sam Gray
shared this idea
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9 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Sam Gray
shared this idea
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5 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Sam Gray
shared this idea
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84 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.
An error occurred while saving the comment An error occurred while saving the comment Sam Gray
commented
Did BGL try out Xero's workpapers and then go away to plot how to build something less efficient?
We have to be able to mark off individual accounts as reviewed/signed off...
Sam Gray
supported this idea
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8 votes
Hi team, appreciate this idea is specifically around how you can process Manual Journals within new Xero Workpapers.
Right now the selection of whether to show a journal on cash basis reports is only available when posting Manual journals within an organisation at present.
Our product team are still making improvements within the new Workpapers experience and using feedback from the forums here to inform their roadmap.
This isn't planned at present, but I'll be sure to let you know if there are any plans made around enabling this selection within our new Xero Workpapers solution, here.
Sam Gray
shared this idea
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2 votes
Thank you for sharing your feedback and highlighting the inconsistency between Workpapers and Xero Blue regarding the requirement for descriptions on manual journal lines. We recognize that in Xero Blue, descriptions are not required for every line of a manual journal, while in Workpapers, this field is currently mandatory. We are moving this idea to “Gaining Support.” as we are actively monitoring interest and feedback from our community to help us prioritize future improvements.
We appreciate your input and encourage you to continue sharing your experiences. We’ll provide updates here as we review this idea further.
Thank you for helping us improve Xero Workpapers!
Sam Gray
shared this idea
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11 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.
Sam Gray
supported this idea
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18 votes
Hi team, thanks for continuing to support and share interest in the idea here.
We'd like to update as work to provide improvements for status is underway. I'll wind back to confirm detail of changes once released.
An error occurred while saving the comment Sam Gray
commented
100%, this is incredible that Xero/BGL took away this ability.
Sam Gray
supported this idea
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7 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Sam Gray
shared this idea
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81 votes
Hi team, atm we're considering improvements to enable you to navigate between workpapers without needing to go back to the workpaper list.
I'll be sure to keep you updated of progress around this, here. Thanks
An error occurred while saving the comment Sam Gray
commented
In original Workpapers, if a workpaper was inactive/NA when I clicked Prev or Next workpaper buttons, it would go to the next Active workpaper (and skip inactive).
It needs to do that.
Who at BGL tried Xero Workpapers and thought, wow, I'm going to make it so that users have to keep clicking next next next and go through all of the NA Not Applicable workpapers. Lol.
Less clicks, not more!
Sam Gray
supported this idea
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An error occurred while saving the comment Sam Gray
commented
In original Workpapers, it was one click (uncheck workpaper) to show workpaper was Not Applicable. Now it is 5 clicks. Seriously. Why does Xero (and their mates at BGL) like making things a million clicks?
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18 votes
Hi Chris, thanks for sharing your thoughts on workpaper variance displays. It’s helpful to understand how seeing the difference between approved workpapers and updated account balances could support your workflow.
The community team has reviewed your idea and moved it into Gaining support, so it’s now open for votes and comments. If you’re able to add a bit more detail about your use case, it may help others understand the value and give the product team clearer context.
We’ll let you know if anything changes as the idea progresses.
An error occurred while saving the comment Sam Gray
commented
Vote for this too Chris. It would somewhat solve our issues if Xero/BGL didn't confuse Variance and Movement.
An error occurred while saving the comment Sam Gray
commented
The workpaper variance not being a variance of any sort and instead being change from last year is an absolute PITA. WTF.
Sam Gray
supported this idea
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2 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea 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.
Sam Gray
shared this idea
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8 votes
Hey team, just wanted to give you a quick update on this idea that's been in "Under review" for a bit.
While we did explore this further, we unfortunately had to put it on hold for now. We totally get how improving these connections would help you here.
It is still on our radar, and as soon as we can dedicate more focus to it, I'll share any news and progress with you.
Sam Gray
supported this idea
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An error occurred while saving the comment Sam Gray
commented
This is an absolute joke.
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29 votes
Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.
We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.
An error occurred while saving the comment Sam Gray
commented
@Kelly "We made a new Xero Partner Hub you didn't want or ask for (after promising 8 years ago that XeroHQ would be this) rather than fixing a simple integration that we built between two platforms we own and manage"
Make it make sense...An error occurred while saving the comment Sam Gray
commented
At the moment, an Individual client in XPM becomes a contact in Xero Blue.
Name from XPM is added to the Contact name in Xero Blue.
Email from XPM is added to the Contact in Xero Blue.
First name from XPM is not added to the First name field in Xero Blue.
So you go to send an invoice from Xero Blue and there is no first name 🤦🏽♂️Sam Gray
supported this idea
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18 votes
An error occurred while saving the comment Sam Gray
commented
Idk Bao. Better to ask Xero Support: https://central.xero.com/s/my-cases
Sam Gray
supported this idea
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An error occurred while saving the comment Sam Gray
commented
Hahahaha fmd! Xero removed a vital feature, knowing it was critical, and thus created a product idea 😂 you couldn't think up this level of humour!
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70 votes
An error occurred while saving the comment Sam Gray
commented
The default is so 🤮🤮🤮 too! 😅
Sam Gray
supported this idea
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10 votes
Hi Sam, appreciate you sharing this idea — we understand where you're coming from.
Being able to quickly see your Xero subscription plan from within your organisation’s settings would definitely make things easier. Having to jump to a different section just to check your plan or see what features are included isn’t ideal, especially when you’re trying to make quick decisions.
At the moment, this info isn’t shown in the Organisation Settings, but you can view your plan by going to My Xero from the main menu and clicking on the Subscriptions tab. That’s where you’ll find your current plan and any add-ons.
This idea is now in the Gaining Support stage. If this change would make things simpler for you, feel free to vote or leave a comment — your feedback helps us understand what matters most and where we can improve.
Sam Gray
shared this idea
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47 votesSam Gray
supported this idea
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11 votes
Thanks for sharing your idea to automatically add the ABN to P5 when completing the ITR.
We've reviewed your idea 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.
Sam Gray
shared this idea
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The changing of statuses is too cumbersome.
The workpaper automatically changes from Not Started to In Progress. This is good.
Once I mark all Accounts as completed, it should update the status from In Progress to Ready for review.
If I untick any account (so now not all accounts are marked as completed), it should change the status to In Progress.