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  1. 4 votes

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    We appreciate you sharing your idea and letting us know which changes matter most to you. Your idea has been reviewed and is now ready for community support.

    Be sure to share this with any colleagues who would find this beneficial, encouraging them to add their vote as well. Community members can now also comment, offering more context on how this idea could improve their use of Xero.

    Bao Lam supported this idea  · 
  2. 5 votes

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Bao Lam supported this idea  · 
  3. 12 votes

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    Hi April, thanks for bringing this idea to our attention. Again your contributions are greatly appreciated in this process. Your idea is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here, once they've reviewed the idea.

    Bao Lam supported this idea  · 
  4. 8 votes

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    We appreciate you sharing your idea and letting us know what changes are most important to you.

    We've completed our review, and now it's time for the community to show its support!

    Please share your idea with colleagues who might find it useful and encourage them to vote. Community members can also add comments to expand on how your idea would improve their experience using Xero.

    Bao Lam supported this idea  · 
  5. 10 votes

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    Thanks for your feedback around this functionality in the new Workpapers experience, we really appreciate the time taken to add your thoughts. Your idea is now being assessed by our product team. 🕵️

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

    Bao Lam supported this idea  · 
  6. 10 votes

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    We're grateful for your feedback on the new Workpapers, Stacey. It's really good to get an understanding of improvements that w0oulkd be most useful.

    For now, we'll get a sense of the interest from others using this product here and I'll share if there are any updates.

    Bao Lam supported this idea  · 
  7. 10 votes

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    Hi Susan, great to hear your feedback on the comparison periods in Workpapers here.

    As we continue to develop this new product we're keeping a keen eye on the interest ideas in this forum are building and I'll let you know if there are any changes planned for this, here.

    Bao Lam supported this idea  · 
  8. 11 votes

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    Appreciate the feedback, Adam. Our product team are staying close to the feedback we're receiving on the new workpapers solution so I'll keep you updated hear if there is any change planned. For now we'll get a sense of others in community that support this too. Thanks

    Bao Lam supported this idea  · 
  9. 6 votes

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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    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.

    Bao Lam supported this idea  · 
  10. 171 votes

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    Thanks to everyone who's shared feedback here. Over time, the conversation has broadened from the original request: the ability to create custom-designed workpapers, similar to Classic Workpapers, with tailored calculation rows, sections and mapped account codes.

    This is something we're actively exploring and will share another update soon. We’ll use this idea to track that broader customisation capability.

    Requests for specific worksheets are best tracked separately:

    Tracking these separately helps us understand interest, needs and use cases. Please make sure to add your vote to these if of interest, or start a new idea for a new one.

    Bao Lam supported this idea  · 
  11. 12 votes

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    Hi team, thanks for your inputs here. This is an idea that our product team are exploring and considering how they improve the collaboration. For now we'll shift into discovery and I'll share when there is more news around this.

    Bao Lam supported this idea  · 
  12. 18 votes

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    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.

    Bao Lam supported this idea  · 
  13. 41 votes

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    Hi team, we have split this idea from the original raised across here.

    Our teams are watching the interest for changes in Workpapers through the forum here, and I'll make sure to let you know if any plans are made for this.

    For now, we'd like to continue to track the interest in this. Thanks

  14. 21 votes

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    Hi team, we’ve just released the ability to import an .xlsx as spreadsheet template in the settings for each worksheet.

    We get this doesn't remove some of the restrictions mentioned in the comments here, but hope you can appreciate we're taking steps to remove friction of having to work with these limitations every day. Thanks.

    Bao Lam supported this idea  · 
  15. 97 votes

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    Bao Lam supported this idea  · 
  16. 85 votes

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    Hi team, atm we're considering improvements to enable you to navigate between workpapers without needing to go back to the workpaper list.

    I'll be sure to keep you updated of progress around this, here. Thanks

    Bao Lam supported this idea  · 
  17. 29 votes

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    Bao Lam supported this idea  · 
  18. 87 votes

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    Hi team, thank you for your support and ongoing engagement in this idea. We understand the benefits some customers would find in being able to add notes or a free text field to invoices so you can add additional detail for your customers.

    Being open, this isn't something we have in our roadmap atm, but will continue to consider for future enhancements.

    For the time being, a couple of options that may be useful;

    • Using only the description field of a line item to add additional details
    • For more static messaging you could add the details to the payment advice of a standard template, or
    • Add static text with an advanced template editing the template with DOCX

    We appreciate this is not the complete solution and will continue to keep a close watch on this idea and share if there are any updates, here.

    Bao Lam supported this idea  · 
  19. 103 votes

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    Hi everyone, we appreciate your detailed feedback on how default tracking options for inventory items would improve your use of Xero. Atm, it’s possible to set default tracking on a Contact, however do understand why this isn’t suitable for all of you.

    At this stage there’s no set plans to develop tracking in Xero inventory.

    This is something we may consider in the longer term and we’ll continue to monitor votes and your feedback. We’ll update here if there’s any progress.

    Bao Lam supported this idea  · 
  20. 173 votes

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    Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.

    As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.

    Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.

    Bao Lam supported this idea  · 
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