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2 votes
Hi team, we've split this idea from the original started here so we can track interest in these worksheets separately.
Our product team are continuing to keep a close eye on the interest in enhancements to our new Workpapers solution.
I'll be sure to update if there are any plans around this to share.
Tamara Chrysostomou
shared this idea
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174 votes
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:
- Inter-entity loan workpapers
- Division 7A loans
- Motor vehicle private use and FBT
- Franking credits - add payment dates
- Investment income
- Profit appropriation/distribution
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.
Tamara Chrysostomou
supported this idea
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41 votes
Thanks for sharing your idea for Xero's new Workpapers here, Michelle. There is an existing idea for a Loan Schedule that I've adde your vote to and we'll keep you updated on.
I've made your one here specific to a Hire Purchase workpaper. We don't have direct plans of this atm, but we'll share if there are any updates.
Tamara Chrysostomou
supported this idea
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5 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 🙂
Tamara Chrysostomou
supported this idea
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13 votes
Hi everyone, we appreciate the interest in the idea here.
We get how separating categories such as Revenue, COGS and Expenses could better support your practices review process.
This capability is now available in Workpapers Plus which is currently in early access. You can find out more and register your interest through our Xero Central page.
With Workpapers Plus you can create or edit a template, group relevant report codes into the categories your firm uses, and apply the template to new workpaper packs. Existing packs can be refreshed to apply updated mappings - See more on this here.
I'll round back to confirm once Workpapers Plus is fully released to all practices.
Tamara Chrysostomou
supported this idea
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2 votes
Thanks for your idea, Tamara - I've split this so we can track the interest in an Investment income and Profit appropriation worksheet separately.
This will help our product teams gauge interest in each.
While we don't have any plans at present, we will share if there are any updates here.
Tamara Chrysostomou
shared this idea
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