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59 results found
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3 votes
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
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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.
Bianca Masciulli
supported this idea
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6 votes
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
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3 votes
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
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3 votes
Thanks for raising your idea with us about new Workpapers, Ornan.
I'll let you know here if any plans are made around attaching files to review points.
Bianca Masciulli
supported this idea
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8 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Bianca Masciulli
supported this idea
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8 votes
Hi Sam, thanks for sharing your thoughts on adding document linking to Income Tax workpapers.
We’ve taken a look and moved your idea into Gaining support, so it’s now open for others in the community to vote on and weigh in. If you’re able to share a bit more about how you’d use this, it could really help others see the value - and give the product team a clearer picture too.
We’ll keep you updated as things progress.
Bianca Masciulli
supported this idea
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13 votes
Hi April, thanks for bringing this idea to our attention. Again your contributions are greatly appreciated in this process. Your idea is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here, once they've reviewed the idea.
An error occurred while saving the comment Bianca Masciulli
supported this idea
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12 votes
Hi team, thanks for your inputs here. This is an idea that our product team are exploring and considering how they improve the collaboration. For now we'll shift into discovery and I'll share when there is more news around this.
Bianca Masciulli
supported this idea
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6 votes
Good to hear how we can improve checklists for your use - Thanks for sharing.
While we don't have immediate plans, we'll keep a good eye on the interest in this here and I'll be sure to let you know if there's any news.
Bianca Masciulli
supported this idea
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8 votes
Appreciate how being able to see line attachments from the Supporting documents section would be beneficial. Thank you for feeding back on the new experience and supporting the idea here.
Right now we have a close eye on all ideas about new Workpapers and will be sure to share if there's news on this here.
Bianca Masciulli
supported this idea
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10 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 🙂
Bianca Masciulli
supported this idea
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4 votes
✨ Hi everyone, thanks for sharing your feedback on this idea.
We understand how helpful it would be to allow users other than Super users to set up Xero Workpapers, especially where practices want to delegate setup tasks across their team.
We’ve moved this idea to Gaining Support, so others in the community can vote and add comments to share how this change would help their workflow.
If this is something that would make a difference for your practice, please add your vote and share a little more detail about who would need this access and why. This helps our product team better understand the impact and demand.
We’ll keep an eye on the feedback here and update the thread if there’s any progress to share.
Bianca Masciulli
supported this idea
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6 votes
Appreciate you sharing how we could enhance the new Workpapers solution for you here. Our product teams have a close watch on the ideas coming through this forum and I'll be sure to update if there are any plans made for this.
Bianca Masciulli
supported this idea
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10 votes
Appreciate you sharing the type of workpapers that will help you get full use out of the new solution, Lyndsay.
We're working on adding more worksheets on the new solution so I'll keep you updated as there are updates here.
Bianca Masciulli
supported this idea
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10 votes
Thanks for the feedback on this here, team. I'm connecting back with our product team on this one and will share updates with you here.
Bianca Masciulli
supported this idea
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21 votes
Hi team, we’ve just released the ability to import an .xlsx as spreadsheet template in the settings for each worksheet.
We get this doesn't remove some of the restrictions mentioned in the comments here, but hope you can appreciate we're taking steps to remove friction of having to work with these limitations every day. Thanks.
Bianca Masciulli
supported this idea
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17 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 🙂
Bianca Masciulli
supported this idea
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18 votes
Hi Chris, thanks for sharing your thoughts on workpaper variance displays. It’s helpful to understand how seeing the difference between approved workpapers and updated account balances could support your workflow.
The community team has reviewed your idea and moved it into Gaining support, so it’s now open for votes and comments. If you’re able to add a bit more detail about your use case, it may help others understand the value and give the product team clearer context.
We’ll let you know if anything changes as the idea progresses.
Bianca Masciulli
supported this idea
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12 votes
Thanks for sharing about our new Workpapers solution team. We value your input as our product teams continue to develop this new solution.
I will make sure to share if any plans are made for adding further statuses. For now we are keeping a close track on the support in this here.
Bianca Masciulli
supported this idea
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This is a great suggestion, as at the moment we have to download in stages (attachments, schedules, account transaction reports)