Settings and activity
13 results found
-
28 votes
Hi everyone, we appreciate your feedback on new Workpapers through the forums here. Our product teams are continuing to closely review the ideas our community bring to us and consider these closely as they plan their roadmap.
I will be sure to share if there are any updates to share on adding new workpapers that will fit the needs here.
An error occurred while saving the comment -
29 votes
An error occurred while saving the comment 
Jordan Birch
commented
if we can't have workpapers for clients without a xero blue file it makes the feature relatively useless from a practice perspective because we would still need two entirely different workpaper practices
Jordan Birch
supported this idea
·
-
12 votes
Hey team, thanks for sharing your needs in preparing workpapers on Cash basis. We're happy to provide an update that this is now in development as part of new Xero Workpapers. With new Workpapers you'll be able to select the accounting basis (cash or accrual) when setting up a workpaper pack, ensuring your calculations and reports align perfectly with your client's needs.
We've just started roll out to Australia, and will be following to other regions in 2026. We understand that you're eager for this feature, and we'll keep you updated on the progress, here.
Jordan Birch
supported this idea
·
-
49 votes
An error occurred while saving the comment Jordan Birch
commented
yes most of these workpapers are irrelevant for other entity types, would be so much better if we could customise properly
Jordan Birch
supported this idea
·
-
103 votes
An error occurred while saving the comment Jordan Birch
commented
this kind of flexibility is essential, not having home office workpapers renders workpapers pretty much unusable in my practice as i work with online businesses
Jordan Birch
supported this idea
·
-
54 votes
Hi everyone, we appreciate your feedback. Our product team are very much across the ideas in this forum with the new Workpapers solution being progressively released.
Right now, we're monitoring feedback and engagement with the new solution closely and have plans to continue enhancing this product.
I'll be sure to share any progress for Individual Tax returns in Workpapers with you here.
An error occurred while saving the comment Jordan Birch
commented
Having individual/sole trader workpaper packs would be really beneficial. i work almost exclusively with sole traders using xero and every piece of my practice apart from workpapers are able to be housed in xero, this is the primary sticking point. doing this externally when half my clients have xero blue software causes a lot of friction and manual work with the workpaper process. adding workpapers for individuals not using xero blue would make the biggest difference too, this is where the workpapers are needed most in my practice and it's so clunky only being able to have a couple of my clients in xero workpapers and the rest external
Jordan Birch
supported this idea
·
-
119 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.
Jordan Birch
supported this idea
·
-
35 votes
Hi Megan, so we can get a sense of the interest in the two aspects of ideas you noted in this idea I've just split the second to this post so we can track these separately. If there are any plans made for either of these improvements we'll share on the respective idea. Thanks
An error occurred while saving the comment Jordan Birch
commented
The new Practice Manager update is mostly great, but why do we need to manually enter the full address now? Bring back the address search function, it's so much less hassle
An error occurred while saving the comment Jordan Birch
commented
The new Practice Manager update is mostly great, but why do we need to manually enter the full address now when adding client details? The prefill address search was great and I don't understand why it was removed. It's just a hassle
Jordan Birch
supported this idea
·
-
28 votes
Thank you for your valuable contribution! We've reviewed your idea, and it is now open for community feedback and voting.
To help your suggestion gain traction, we encourage you to share it with colleagues who would also benefit from this change. Their votes and comments will provide additional insight into how this improvement could enhance the Xero experience for everyone.
Jordan Birch
supported this idea
·
-
5 votes
Hi Jordan, thanks for sharing your idea here. We understand how updating client details in separate systems can add extra admin time.
A sync between Xero organisation details and Xero Partner Hub records could help keep information consistent and reduce manual update across your practice. We’ve moved this idea to Gaining Support so we can continue monitoring interest and share the feedback with our product teams.
Jordan Birch
shared this idea
·
-
275 votes
Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.
We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets.
For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store.
We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned.
We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…
Jordan Birch
supported this idea
·
-
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.
An error occurred while saving the comment Jordan Birch
commented
For clients that are sole traders, the ABN or business address is not appearing on tax returns and has to be manually entered. We should be able to generate a tax return with a business schedule that has the business address and ABN already prefilled per the client's details in practice manager and their Xero file
Jordan Birch
supported this idea
·
-
74 votes
An error occurred while saving the comment Jordan Birch
commented
This needs to become a feature! Such a simple thing that would make everyone's lives easier when it comes to tracking jobs & returns/amendments
Jordan Birch
supported this idea
·
literally 90% of my clients have home office adjustments to be made so removing this in the new version is a massive headache. if we can't do these adjustments in xero workpapers, there isnt much point in using them as we have to manually calculate anyways