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  1. New Workpapers - Create custom design workpapers

    174 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.

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    Dan Hill commented  · 

    Same as what Chris said below - the workpapers can't be a solution for only one specific style of business - needs to be able to be tailored properly

    Dan Hill supported this idea  ·