Settings and activity
14 results found
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9 votes
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 🙂
Gillian Kirkman
supported this idea
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14 votes
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 🙂
Gillian Kirkman
shared this idea
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44 votes
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.
Gillian Kirkman
supported this idea
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55 votes
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
Gillian Kirkman
supported this idea
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76 votes
Hi team, we appreciate your feedback as you get stuck in to trying our our new Workpapers. Our team have been monitoring feedback closely and I'd like to share that we're in the process of developing a GST Workpaper in our new solution. We'll be back to share once it's released. 😊
Gillian Kirkman
supported this idea
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85 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 ✨🌟💫
Gillian Kirkman
supported this idea
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78 votes
Hi team, apologies we jumped the gun a touch on the idea here.
Like previously mentioned, right now you can attach documents and links, set flexible workpaper periods, and use basic calculation sheets in the new experience.
Currently our team are exploring how we might further enhance Workpapers with variations for tailored templates, and support direct importing of reports to improve the way data moves across your compliance steps. We'll share as we have more updates for you around this.
Gillian Kirkman
supported this idea
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An error occurred while saving the comment -
6 votes
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 🙂
An error occurred while saving the comment Gillian Kirkman
commented
Further to this - the ability to rearrange them. If I add one to the Master in Settings, then it puts them at the top of the list but we need them in the order they need to be done
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3 votes
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 🙂
Gillian Kirkman
shared this idea
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20 votes
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 🙂
Gillian Kirkman
supported this idea
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11 votes
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.
Gillian Kirkman
supported this idea
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17 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.
Gillian Kirkman
supported this idea
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9 votes
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 🙂
Gillian Kirkman
supported this idea
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12 votes
Appreciate your feedback, Bryony. Our product teams have a close eye on the feedback coming through for automated bank rec being in beta atm.
We'll keep a watchful eye on the interest of this here and I'll share if there are any updates 🙂
An error occurred while saving the comment Gillian Kirkman
commented
Agreed on this. I tried it and it would auto reconcile a client payment against the wrong client. Same as the current system where it "suggests" anyone who owes the same amount. If you have a heap of xero subs where the amounts are all the same, then thats a lot of potential for errors.
Gillian Kirkman
supported this idea
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Agree with need to be able to add custom workpapers