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  1. 10 votes

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    Thanks for the feedback on the New Xero Workpapers, we appreciate the time taken to add your thoughts and votes on the new experience. We have moved this to Gaining Support and the Product team will review the comments and votes here. We will update the Idea when there are any updates or changes.

  2. 39 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.

  3. 13 votes

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    Thanks everyone for the feedback and for the support of this feature in the New Xero Workpapers. We are moving this to Gaining Support and the Product team will continue to monitor support here. You can share this with others to vote and comment on and any updates will be posted here.

  4. 3 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 🙂

    Stephen Healy supported this idea  · 
  5. 3 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 🙂

    Stephen Healy supported this idea  · 
  6. 3 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 🙂

    Stephen Healy supported this idea  · 
  7. 3 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 🙂

    Stephen Healy supported this idea  · 
  8. 3 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 🙂

    Stephen Healy supported this idea  · 
  9. 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 🙂

    Stephen Healy supported this idea  · 
  10. 4 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 🙂

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    Stephen Healy commented  · 

    To add to this - it would be helpful if Xero could have a warning box or something so that after a workpaper and job is completed - if the underlying data has changed (meaning an account balance has changed) since completing the workpaper because a user has entered data in the xero file causing a change - there should be a warning or something along those lines so we can check it immediately.

    Stephen Healy supported this idea  · 
  11. 42 votes

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    Stephen Healy supported this idea  · 
  12. 266 votes

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    Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.

    We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.

    We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.

    As many of you have noted, right now you'll need to manually untick the box for each journal entry.

    If any change is planned for this we'll be sure to share with you all, here.

    Stephen Healy supported this idea  · 
  13. 5 votes

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    Hey April, thanks for raising this idea as well, your continued commitment to bringing these points to us are always appreciated. This will be assessed by our product team. 🕵️

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

    Stephen Healy supported this idea  · 
  14. 5 votes

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    Thanks for your feedback on this idea. We appreciate you explaining how a dedicated line for prior year tax paid could streamline your workflow.

    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.

    Stephen Healy supported this idea  · 
  15. 5 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.

    Stephen Healy supported this idea  · 
  16. 6 votes

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    Hey Everyone! Thanks for the feedback on the New Workpapers experience. Xero Ask is available on the Classic Workpapers but as yet not available in the new Workpapers experience. We've reviewed your idea and moved it to Gaining Support 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.

    Stephen Healy supported this idea  · 
  17. 9 votes

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    Hey thanks for raising this Idea with us regarding amortisation options in the New Workpapers calculator. We have reviewed this and moved it to Gaining Support, this means that others can vote and comment on this Idea. We will be watching the progress of this Idea and any updates will be posted here. Thanks again we appreciate your feedback on the New Workpapers.

    Stephen Healy supported this idea  · 
  18. 20 votes

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    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.

    Stephen Healy supported this idea  · 
  19. 5 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.

    Stephen Healy supported this idea  · 
  20. 9 votes

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    Hi everyone, thanks for showing your support in this idea. Paying close attention to the feedback in this forum our product team have picked this up and are now working on improving the visibility of this button in the new solution. I'll be back to share as soon as I have more news 😁

    Stephen Healy supported this idea  · 
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