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15 results found
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jo Bosson
shared this idea
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3 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jo Bosson
shared 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 🙂
An error occurred while saving the comment Jo Bosson
supported 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 🙂
An error occurred while saving the comment Jo Bosson
commented
These were incredibly useful and such a shame to not see these there now. Having to enter things into the Excel Spreedsheet and do own calculations each time is incredibly time consuming.
Jo Bosson
supported this idea
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87 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 ✨🌟💫
Jo Bosson
supported this idea
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10 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jo Bosson
supported this idea
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15 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 🙂
Jo Bosson
supported this idea
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50 votesJo Bosson
supported this idea
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78 votes
Hi team, we appreciate your feedback as you get stuck in to trying our our new Workpapers. Our team have been monitoring feedback closely and I'd like to share that we're in the process of developing a GST Workpaper in our new solution. We'll be back to share once it's released. 😊
Jo Bosson
supported this idea
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An error occurred while saving the comment Jo Bosson
commented
The Old Classic Workpaper worked great for assistance on the reconciliation. This workpaper now is bare and not helpful at all. Having to continually use the Spreedsheet to do own calcs is incredibly time consuming and frustrating when the Old workpaper worked well :(
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81 votes
Hi team, apologies we jumped the gun a touch on the idea here.
Like previously mentioned, right now you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience.
Currently our team are exploring how we might further enhance Workpapers with variations for tailored templates, and support direct importing of reports to improve the way data moves across your compliance steps. We'll share as we have more updates for you around this.
Jo Bosson
supported this idea
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35 votes
Thanks so much for sharing this idea. We’re seeing that this suggestion is gaining support from other partners in the community, which helps us understand its overall importance. While we can’t promise any changes or share timelines, ideas that attract growing support are regularly reviewed by our product team when planning future improvements⭐.
An error occurred while saving the comment Jo Bosson
commented
It would be great if you could have the Client Reference Code showing as a Column option when sorting / filtering clients in the main screen of XPM.
ALSO it would be great if this ACTUAL field showed when viewing a clients details as opposed to having to EDIT a client to see it??
I know there is an Export Code option but why have both when could just make the Client Reference Code visable on a clients detailed page.
Jo Bosson
supported this idea
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139 votes
Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
Jo Bosson
supported this idea
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110 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Jo Bosson
supported this idea
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An error occurred while saving the comment Jo Bosson
commented
100% agree.
Even just adding a “Banks” tab alongside Home, Sales, Purchases, Reporting, etc., would help.
We have a client with around 30 bank accounts – a mix of credit cards, foreign currency, and NZ accounts. Being able to quickly search or filter to find the right account for reconciliation would make a huge difference.
Right now, having all banks on the dashboard is incredibly clunky – and it means we can’t use other useful widgets for insights because the space is overrun with bank accounts.
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84 votes
We're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Jo Bosson
commented
YES please - frustrates me and clients so much
Jo Bosson
supported this idea
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27 votes
An error occurred while saving the comment Jo Bosson
commented
Its always been massive bug bear of mine to not be able to CHOOSE the bank Rule you want to apply if it doesn't 100% match. Sometimes you can setup a bank rule and all works well then for some reason something changes on how feeds imported and the rule doesn't 100% match so you have to tweak it. To be able to choose it like you can in Cash Coding would be amazing.
ALSO we DON'T give client access to Cash Coding as they often MESS this up big time and so we prefer them to stay away from this and so this means they DON'T have access to this option to choose a bank rule.
I CAN'T understand how this isn't important enough to make a feature
Jo Bosson
supported this idea
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I find it incredibly frustrating that the NEW workpapers no longer has the option to enter a Supporting Balance.
The whole point of a workpaper is to check off the balances to your supporting documentation. I've never seen a workpaper not have a supporting balance option that then reconciles back to the ledger and gives out any variance from that point.
How the NEW workpapers are setup is not allowing for this at all and completely agree with Sam that the wording of Variance is irrelevant in this aspect when comparing current yr to previous variances are expected!!!
We NEED a Supporitng Balance Back again!!