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  1. 1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Bianca Masciulli shared this idea  · 
  2. 1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Bianca Masciulli shared this idea  · 
  3. 1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Bianca Masciulli shared this idea  · 
  4. 3 votes

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    Thanks for feeding back on how we can further improve the new Workpapers solution for you here.

    This isn't something we have plans around atm, but are paying close attention to all ideas coming in about this feature.

    If there are any plans made to enable editing of uploaded documents we will update you here.

    An error occurred while saving the comment
    Bianca Masciulli commented  · 

    If you add the document as a URL (if saved in OneDrive / SharePoint, you will be able to edit it and have it update in the workpaper.

  5. 2 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 🙂

    Bianca Masciulli supported this idea  · 
  6. 33 votes

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    Hi Bradley and others that have supported this idea. You may have seen we have made a recent update to allow journals to be posted from individual workpapers.

    It'd be great to check in with you here and see if this change meets the needs you have in this idea? We welcome your feedback

    Bianca Masciulli supported this idea  · 
  7. 22 votes

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    Hi team, we've split this idea from the original thread that was more focused on the ability to edit checklists.

    We recognise there are some users that would also find the ability to rearrange items within a checklist helpful.

    While this isn't in the roadmap atm, we're keen to stay on top of the interest for this here and will share if there's any news.

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    Bianca Masciulli commented  · 

    To get around this - we have been numbering them. But it would be good if they could be moved in order.

    Bianca Masciulli supported this idea  · 
  8. 2 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 🙂

    Bianca Masciulli supported this idea  · 
  9. 4 votes

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    Hi community, we've made a recent update that we'd love to share and believe may help achieve what you need here.

    We've now added a supporting balance column, a new variance and change column.

    It'd be great to hear if there is additional that you'd be looking for in this idea.

    Bianca Masciulli supported this idea  · 
  10. 2 votes

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    Thanks for your idea here, Jessie. Good to have this understanding of what's important to our practices when working with new Xero Workpapers.

    Our product team have a close eye on the different requests around this new solution from the forum here. For the time being we'll get a sense of the wider interest and I'll be sure to share if there are any updates planned for history like this.

    Bianca Masciulli supported this idea  · 
  11. 2 votes

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    Hi Chad, thanks for your feedback on the Working Trial Balance in Xero's new Workpapers. It's really good to hear back how our partners would find this more useful.

    For the time being we'll get a sense of interest through your idea. If there are any updates planned for this I'll share with you, here.

    Bianca Masciulli supported this idea  · 
  12. 3 votes

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    Thanks for sharing your feedback on this idea and explaining how restricting the option to delete comments could improve control and visibility when collaborating in Workpapers.

    We've reviewed this idea and moved it to Gaining Support, which means it's now open for other community members to vote and comment.

    If this would make a difference for your practice, please keep sharing examples of how you'd use it and the impact it would have on your workflow. This helps us better understand the demand and how this could improve the experience.

    We'll continue to monitor the feedback here and share any updates if the status changes.

    Bianca Masciulli supported this idea  · 
  13. 4 votes

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    Bianca Masciulli supported this idea  · 
  14. 4 votes

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    Appreciate the feedback and how you'd like the accounts receivable to link to the summary report rather than details.

    We'll continue to consider improvements like this as we continue to develop new Workpapers. For now, share this idea with other colleagues that would also find this useful so they can add their vote. 🙂

    Bianca Masciulli supported this idea  · 
  15. 2 votes

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    Pleased to share an update with you here, Ariane! We appreciate the friction in the workflow you described and our product team have picked up work for enabling review actions within the Working Trial Balance.

    I'll come back to let you know when this is released. 😊

    Bianca Masciulli supported this idea  · 
  16. 2 votes

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    Appreciate you sharing here, James. Our team are highly interested in all the ideas for new Workpapers that could help our Partners.

    For now, we'll get a sense of wider interest from the community here. I'll share if there are any updates.

    Bianca Masciulli supported this idea  · 
  17. 6 votes

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    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.

    Bianca Masciulli supported this idea  · 
  18. 5 votes

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    Hi everyone ✨

    Thanks for sharing your feedback on including journals when exporting a Workpapers PDF.

    We’ve reviewed this idea and are moving it to Gaining support so others in the community can vote and add comments.

    If this would help your workflow, it’d be great to hear more about when you’d use this and whether you’d expect all journals, or only workpaper journals, to be included in the export.

    Your feedback helps our product team better understand demand and prioritise future improvements.

    We’ll continue to monitor the support this idea receives and update the thread if there’s any progress to share.

    Bianca Masciulli supported this idea  · 
  19. 2 votes

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    Thanks for raising this idea, Julie. We can understand how automating reminder emails for Workpapers queries could help streamline communication with clients and reduce the need for manual follow-up.

    We've updated the status to Gaining Support and will continue to monitor interest from the community.

    Your votes and examples of how this could fit into your workflow help us better understand the impact this feature could have.

    Bianca Masciulli supported this idea  · 
  20. 2 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 🙂

    Bianca Masciulli supported this idea  · 
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