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6 results found

  1. New Workpapers - Create our own workpaper

    108 votes

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    under review  ·  15 comments  ·  New Xero Workpapers  ·  Admin →
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    Tamara Chrysostomou supported this idea  · 

  2. New Workpapers - Hire Purchase workpapers

    35 votes

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    0 comments  ·  New Xero Workpapers  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  3. Workpapers - Custom Workpapers

    122 votes

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    6 comments  ·  New Xero Workpapers  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Tamara Chrysostomou supported this idea  · 

  4. Workpapers - Income Tax should never default to NA Not Applicable. Franking Credits should never default to Not Started for Trusts.

    5 votes

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    0 comments  ·  New Xero Workpapers  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  5. Workpapers - Option to split P&L into specific category workpapers

    6 votes

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    0 comments  ·  New Xero Workpapers  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    We appreciate you sharing your ideas and letting us know what matters most to you! Your suggestion is now officially open for community backing.


    To give it the best chance of success, feel free to share the link with colleagues who might also find it helpful. Now that it's public, others can add their votes and comment on how this feature would enhance their experience.

    Tamara Chrysostomou supported this idea  · 

  6. Separate investment income and profit appropriation into separate workpapers

    1 vote

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    0 comments  ·  New Xero Workpapers  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 shared this idea  ·