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  1. Workpapers - Create groups for Workpapers

    14 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  · 

  2. Workpapers - Directly attach reports from Xero blue

    111 votes

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    2 comments  ·  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  · 

  3. Workpapers - Custom Workpapers

    109 votes

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    6 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  ·