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7 results found

  1. Workpapers - notes to include account name

    21 votes

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    2 comments  ·  New Xero Workpapers  ·  Admin →
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    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.

    20 votes

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    1 comment  ·  Invoices & quotes » Invoicing  ·  Admin →
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    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

    12 votes

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    0 comments  ·  New Xero Workpapers  ·  Admin →
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    McWhirter & Leong shared this idea  · 

  4. Workpapers - Create groups for Workpapers

    8 votes

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    0 comments  ·  New Xero Workpapers  ·  Admin →
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    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

    18 votes

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    2 comments  ·  New Xero Workpapers  ·  Admin →
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    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

    43 votes

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    1 comment  ·  New Xero Workpapers  ·  Admin →
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    In development  ·  AdminDavina Roper (Admin, Xero) responded

    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 ✨🌟💫

    McWhirter & Leong supported this idea  · 

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

    39 votes

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    3 comments  ·  New Xero Workpapers  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    McWhirter & Leong supported this idea  ·