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  1. 3 votes

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    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.

    Lara Willcox supported this idea  · 
  2. 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 🙂

    Lara Willcox supported this idea  · 
  3. 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 🙂

    Lara Willcox supported this idea  · 
  4. 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 🙂

    Lara Willcox supported this idea  · 
  5. 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 🙂

    Lara Willcox supported this idea  · 
  6. 7 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.

    Lara Willcox supported this idea  · 
  7. 6 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.

    Lara Willcox supported this idea  · 
  8. 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 🙂

    Lara Willcox supported this idea  · 
  9. 8 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 🙂

    Lara Willcox supported this idea  · 
  10. 23 votes

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    Thank you for the feedback on the new Workpapers experience. We've reviewed your idea and now it's up to the community to get behind and support it. We really appreciate the time taken and the input of our customers and encourage you to share your idea with any colleagues that this could benefit so they can add their vote too! This is invaluable to our Product team. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    Lara Willcox commented  · 

    Agree, on big jobs the prep and review time will increase significantly just by using these workpapers

    Lara Willcox supported this idea  · 
  11. 34 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

    Lara Willcox supported this idea  · 
  12. 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 🙂

    Lara Willcox supported this idea  · 
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    Lara Willcox commented  · 

    Also agree - on smaller jobs the current set up is ok, but with bigger ones its hard to tell what has been reviewed etc