Settings and activity

3 results found

1. Working Trial Balance - Hotlinks to Xero reports

   18 votes

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   2 comments  ·  New Xero Workpapers  ·  delete…  ·  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.

   Patricia Bates supported this idea  ·  24 October, 2025

2. Workpapers - Column order on Working Trial Balance

   12 votes

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   0 comments  ·  New Xero Workpapers  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone, we appreciate your support in the idea here. Currently, we're working on this change and will share once it's live. 🙂

   Patricia Bates supported this idea  ·  22 October, 2025

3. Workpapers - Integrate with the Xero trial balance

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   96 votes

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   In development  ·  8 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Patricia Bates commented  ·  20 October, 2025  ·  Edit…  ·  delete…

   Working Trial balance - If a journal has been prepared but not posted (with the intention of this being posted once the reviewer is satisfied with the accounts) in would be handy for the working trial balance account balance to appear here. So that the review can match the attached workpapers to this account and not have to work between two screens.

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   Patricia Bates supported this idea  ·  20 October, 2025