Skip to content
← Share and support customer ideas for Xero

Settings and activity

7 results found

  1. Workpapers - notes to include account name

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  New Xero Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.

    We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.

    McWhirter & Leong shared this idea  · 

  2. Workpapers - Refresh data button from within individual workpapers.

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Thank you for submitting your feedback and highlighting the changes that are important to you. We have reviewed your idea, and it is now open for community support.

    To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can now leave comments to provide further context on how this would improve their Xero experience.

    McWhirter & Leong shared this idea  · 

  3. Workpapers - Column order on Working Trial Balance

    10 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  New Xero Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    McWhirter & Leong shared this idea  · 

  4. Workpapers - Create groups for Workpapers

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  New Xero Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your idea, Michaella! It's great to hear what improvements would help in new Workpapers.

    We'd like to gauge the interest from others in this here and I'll let you know if any plans are made for groups.

    McWhirter & Leong supported this idea  · 

  5. Working Trial Balance - Hotlinks to Xero reports

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  New Xero Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate the interest in links and hotlinks for workpapers. This idea has been split from the original so that we can track interest in hotlinks specifically through this idea and share any updates.

    This is currently a feature that our product team are considering and we will move the idea to In discovery. We will share any further news of this, here.

  6. Workpapers - Directly attach reports from Xero blue

    36 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  New Xero Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we wanted to return to share that this is something our team are picking up for closer consideration. For now we'll move to In discovery and I'll keep you informed of any news, here. 😊

    McWhirter & Leong supported this idea  · 

  7. Workpapers - Option to add work papers to other workflows.

    34 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  New Xero Workpapers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In discovery  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for raising this idea for us April, you continued contribution is greatly appreciated. This idea has been merged with another very similar idea from the New Workpapers beta forum so we can gauge correctly how this functionality would benefit. This will be assessed by our product team. 🕵️

    Once they've reviewed the idea we'll share the outcome and update everyone, here.

    McWhirter & Leong supported this idea  ·