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  1. New Workpapers - Carry over schedules from old xero workpapers

    34 votes

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    1 comment  ·  New Xero Workpapers  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest this idea is receiving and while we don't have immediate plans are watching the feedback around Workpapers that we're receiving through the forum here closely, to help inform the roadmap.

    I'll be sure to update you if there's any progress. In the meantime make sure to share this idea wth any colleagues that'd also find this useful to add their support 🙂

    Callan Barich supported this idea  · 
    Callan Barich shared this idea  · 

  2. New Workpapers - Create custom design workpapers

    171 votes

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    25 comments  ·  New Xero Workpapers » Workpapers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Callan Barich supported this idea  · 

  3. Workpapers - Inter-Entity

    65 votes

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    3 comments  ·  Practice tools » Classic Workpapers  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, thanks for sharing your feedback on this idea 🙂

    We can see the value in this, managing inter-entity loans more easily across entities in Workpapers, especially where you’re trying to match balances and reduce manual cross-checking. We’re moving this idea to Gaining Support so others can vote and add their use cases too. The more detail you can share about how you’d use this in practice, the easier it is for our team to understand the impact and prioritise future improvements.

    This is something that’s on our radar, but we don’t have a timeframe to share right now. We’ll continue to monitor the feedback here and will update this thread if there’s more to share.

    Callan Barich supported this idea  ·