Settings and activity
4 results found
-
40 votes
Hi Gareth, appreciate your feedback on new Xero Workpapers here. Atm, you can refresh the pack after making template changes for them to pull through.
It'd be good to get more understanding of the scenarios in which you'd like to delete packs - For example when or why you'd want to delete packs and the sort of users you'd want to allow to delete packs to help us better assess your idea here. Thanks!
An error occurred while saving the comment 
Andy Chambers
supported this idea
·
-
99 votes
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 ✨🌟💫
Andy Chambers
supported this idea
·
-
34 votes
Hi there, thank you for the feedback!
It sounds like the extra clicks to open the upload pop-up are adding some friction to your workflow compared to the previous version.
We definitely want the New Workpapers to feel as efficient as possible for you. Since direct drag-and-drop to a line item isn't currently available without opening the attachment window first, I’ve moved this to ‘Gaining Support’ to gauge interest from other users who’d like to see this streamlined.
Andy Chambers
shared this idea
·
-
75 votes
Hi 👋 thanks for continued feedback on the New Workpapers. This particular idea has been moved to Gaining Support, which will allow others to vote and comment! We will be keeping a close eye on the Ideas coming through and will update here if there are any changes. Again we appreciate each and everyone who has participated and added their feedback.🙂
Andy Chambers
supported this idea
·
Hey Xero,
Just jumping in here. One of the main reasons was the issue with not being able to switch between cash or accrual once the WP's have been set up, but pretty sure that's been fixed now.
Otherwise we might have instances where we need a file fully locked down for security, i.e. a client related to a staffer. In the past, to be extra safe we delete the WP's so there isn't a chance for someone to view what they shouldn't.
Another one is where one of the team adds the incorrect financial year to the job WP's (set's up 2025 WP's when we're doing 2023 etc).
Happy for admin's only to be able to push delete's through.