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59 results found
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19 votes
Thanks for the feedback on the New Xero Workpapers, we appreciate the time taken to add your thoughts and votes on the new experience. We have moved this to Gaining Support and the Product team will review the comments and votes here. We will update the Idea when there are any updates or changes.
Bianca Masciulli
supported this idea
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23 votes
Thanks for your feedback on this idea. We appreciate you explaining how a dedicated line for prior year tax paid could streamline your workflow.
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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Bianca Masciulli
supported this idea
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28 votes
Hey thanks for raising this Idea with us regarding amortisation options in the New Workpapers calculator. We have reviewed this and moved it to Gaining Support, this means that others can vote and comment on this Idea. We will be watching the progress of this Idea and any updates will be posted here. Thanks again we appreciate your feedback on the New Workpapers.
Bianca Masciulli
supported this idea
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22 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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28 votes
Thanks for sharing your thoughts on adding dates to the Franking Credits workpaper.
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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Bianca Masciulli
supported this idea
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10 votes
Thanks for your feedback here, Ruchel. This is something we'll start to gather wider interest in and I'll share if there are any updates planned.
Bianca Masciulli
supported this idea
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26 votes
Hey everyone as you can see we have split the original Idea up into seperate ideas including:
(New Workpapers - Payroll tax feature)
(New Workpapers - Dividends. 7A Loans feature)
And I have also added your votes to the following similar established Ideas:
(Workpapers - Ability to change the terms in the Borrowing Costs/Amortisation)
(Workpaper | Fringe Benefits - Motor Vehicle private use)
This is so we can monitor interest for each of the features. The Product team will be reviewing these ideas and we will post any updates on these here. Again thanks for your feedback.
Bianca Masciulli
supported this idea
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15 votes
We appreciate hearing how we could improve new Workpapers for your use and efficiency.
This is an idea our team have eyes on but we want to be transparent we don't have any plans for at this time.
If there is any news to share I'll let you know, here. Thanks
Bianca Masciulli
supported this idea
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28 votes
Hi Chris, apologies as returning to your idea here and checking in with our product team I can confirm it is not currently possible to create Workpaper packs for individuals unless they have a Xero subscription.
This is something our team intend to look into longer term, and I'll be keep you updated of any progress surrounding this here. Thanks
Bianca Masciulli
supported this idea
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32 votes
Thanks for your idea on BAS workpapers being something you would like to see in our future roadmap! Your suggestion is gaining support and aligns with our focus on continuous development. We appreciate feedback and ideas like yours help us shape improvements that benefit both our teams and customers. Please keep sharing your feedback and encourage others to add their support!
Bianca Masciulli
supported this idea
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41 votes
Hi team, we have split this idea from the original raised across here.
Our teams are watching the interest for changes in Workpapers through the forum here, and I'll make sure to let you know if any plans are made for this.
For now, we'd like to continue to track the interest in this. Thanks
Bianca Masciulli
supported this idea
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36 votes
Hi team, we appreciate the interest for a Loan schedule in Workpapers and are tracking this idea closely. While this isn't in the immediate roadmap we'll be sure to let you know if there are any updates surrounding this, here. Thanks
Bianca Masciulli
supported this idea
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30 votes
Hi everyone, we appreciate your feedback on new Workpapers through the forums here. Our product teams are continuing to closely review the ideas our community bring to us and consider these closely as they plan their roadmap.
I will be sure to share if there are any updates to share on adding new workpapers that will fit the needs here.
Bianca Masciulli
supported this idea
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42 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.
Bianca Masciulli
supported this idea
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52 votes
Hi everyone, thanks for the additional feedback we’ve received on this idea.
We understand that workpaper packs may sometimes need to be updated when the wrong financial year, dates, accounting method, template, or staff assignments are selected.
Earlier this year, we released the ability to edit pack settings, helping teams make these necessary changes without starting again. Template updates can also be applied to existing packs by refreshing them.
We recognise that there are cases where a pack may have been created for the wrong client or needs to be removed entirely. We’ll continue using your feedback to understand where deletion would provide the most valuable outcome, while also considering how we mgiht cater in the event a pack is accidentally deleted.
I’ll share any further updates here.
Bianca Masciulli
supported this idea
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An error occurred while saving the comment -
59 votes
Hi everyone, we appreciate your feedback and request for a Division 7A worksheet within new Xero Workpapers.
This is now a worksheet available within Xero Workpapers Plus, helping practices manage and reconcile Division 7A loans and repayments.
Workpapers Plus is currently in early access for a limited group of Australian practices as we refine the experience with partner feedback. We’ll expand access of our new Plus solution to all AU practices over the coming months, along with the Division 7A worksheet and other advanced capabilities.
I'll come back to confirm here once Plus is made available across all our AU partner base. 🙂
Bianca Masciulli
supported this idea
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45 votes
Hi everyone, thanks for continuing to share your feedback on this idea.
We understand that being able to see all queries at a glance within the In Progress tab would make it much easier to manage work without the extra clicks. The good news is that improvements are part of the planning for our new Workpapers solution in partnership with BGL 💃.
We’re continuing to roll out new Workpapers in phases, and we’ll be sure to share more updates here as we have them.
Thanks again for your feedback and for helping us shape what comes next.
Bianca Masciulli
supported this idea
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67 votes
Hey Everyone! Thanks for the feedback on the New Workpapers experience. Xero Ask is available on the Classic Workpapers but as yet not available in the new Workpapers experience. We've reviewed your idea and moved it to Gaining Support 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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Bianca Masciulli
supported 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.
Bianca Masciulli
supported this idea
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Where workpaper packs are created by staff for Xero files they only have limited access to, you need to be able to quickly delete the workpaper pack. There is now a workaround to limit staff access, but if this is missed and workpaper packs can be created, we need to be able to remove them quickly. Maybe this could be an admin only function?