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New features in Xero Workpapers

Posted 4 years ago in Advisors by John Manktelow
Posted by John Manktelow

We’re excited to release an update to Xero Workpapers, a core part of Practice Studio, our suite of tools designed to help our accountant and bookkeeper partners take control of their workflow.

This release is a milestone for us, as it’s the last stage of the handover from the original Workpapers team who created the product and grew it so well since the acquisition by Xero back in 2012.

This is our chance to offer a huge thank you to Julie and Richard Francis for all the visionary thinking and hard work that has gone into a product that is revolutionising the way its users get their work done. The new team has some big shoes to fill!

The Workpapers team in our Auckland office is growing, and we have some exciting things planned for 2014, but here’s what’s new today:

Xero Workpapers feature update

For our practice partners

If you’re an accounting or bookkeeping partner, you will have noticed Workpapers appearing in your list of Practice Studio applications in the new header. As part of Practice Studio, Workpapers is available at no cost to all our Silver (and higher) partners – you can learn about it and sign up for a free trial here.

Permanent workpapers

The new Permanent Workpaper can be attached to each pack you prepare and once attached remains for all subsequent years. This is a place to store all that background knowledge and documentation (contracts, deeds etc.) that rarely changes from year to year.

Queries and review points

All your client queries, internal queries and review points can now be made and edited on each individual workpaper (as well as on the separate queries tab). This means you can now reply, resolve, and communicate with your client right where it’s most relevant.

Query gallery

We’ve improved the design of the query gallery and you can now reorder queries to your own taste. As well as the above, we have a good crop of performance improvements and usability tweaks to help you save even more time.

For our small business users

If the end of your financial year is approaching, and your bookkeeper or accountant is using Xero Workpapers, you may see a welcome change from the traditional paper questionnaire in your letterbox. Your advisor can tailor the information they ask for to your specific needs, and you can provide everything online through our secure client portal.



March 20, 2014 at 5.08 pm

These are great improvements and I am looking forward to seeing what else is coming up.

Diane Crawford-Errington
March 20, 2014 at 7.27 pm

Awesome guys. Great to see the new features. Thank you for making our lives just that little bit easier 🙂

Colin Hawes
March 20, 2014 at 7.57 pm

Great to see a company continually improving its product and listening to its customers. Great job.

Jon Jenkins
March 20, 2014 at 9.50 pm

Love Workpapers from the off and appreciate the refinement. Looking forward to what you have for 2014 as there is still lots that can be done with this product.

It has been a major factor in deciding to outsource accounts prep as it has standardised everything we and our outsourcing partners do.

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