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It has been an thrilling, bumper month for Xero! We had been lastly in a position to host our first Xerocon after almost three years, and it was improbable to see everybody in-person once more. Along with the thrill of Xerocon London, we’ve had plenty of product releases, together with including much more customisation and performance to our new experiences in Xero, and the early launch of Xero Go for UK sole merchants. We now have additionally modified the title of ‘My Payroll’ to ‘Xero Me’, aligning it with the cellular app that has been enhanced to empower workers to trace their very own begin and finish instances.
The momentum will solely proceed to extend as we gear up for Xerocon New Orleans on 24 and 25 August and Xerocon Sydney on 7 and eight September.
New options
Make the change to new experiences — World
We’re retiring the older variations of our experiences in Xero. This implies you gained’t be capable of use them from 31 July 2023. Our buyer analysis exhibits us that after folks give new experiences a attempt, they love them. Nonetheless, we’ll be introducing a number of sources over the subsequent yr that can assist you make the change. Discover out why now is a good time to attempt new experiences.
Quotes and Buy Orders reporting — World
Based mostly on buyer suggestions, we’ve now enabled Quotes and Buy Orders to be added to the Receivable and Payable Bill (Element and Abstract) experiences from a checkbox throughout the ‘Extra’ button. We now have additionally created eight new frequent format experiences (two for every of the above experiences) to assist get you began. Try these new experiences by utilizing the search bar within the Report Centre, or opening the facet panel of the Bill experiences. You may also add them to your administration report pack for sharing exterior of Xero.
Add and edit contacts — World
Within the weeks forward, the ‘Add & Edit’ web page in contacts will probably be up to date with our new design and a few enhancements, to make it simpler to add a brand new contact or edit present contact info. The fields will probably be reordered and the web page will probably be restructured into sections with associated info. Different enhancements embrace separate checking account prefix and checking account quantity fields (Australia, UK and US), and higher error messaging.
Full a bulk merge in contacts — World
After listening fastidiously to buyer suggestions, we’re excited to be reintroducing the flexibility to bulk merge contacts. It will prevent time when merging a number of contacts as an alternative of doing it separately. Within the weeks forward, you’ll be capable of choose a number of contacts from the principle ‘Contacts record’ web page and merge their transaction historical past with a chosen contact.
Edit fields on an bill after fee — World
In new invoicing, you’ll now be capable of edit some fields on an bill the place a fee has already been made. This can be a common characteristic in basic invoicing, so we’re happy to have the ability to introduce it to our upgraded model. Please word you gained’t be capable of add or edit a contact when updating a paid bill.
Enhance the accuracy of your consumer information — World
We’re simplifying the sync between Xero Apply Supervisor (XPM) and Xero HQ, as a primary step to making a unified consumer file. From 25 July 2022 (22 August 2022 in Australia and New Zealand), the one fields that may sync between XPM and Xero HQ when a consumer file is edited will probably be first title, final title and date of delivery. We’ve additionally launched the flexibility to broaden and collapse your consumer record in Xero HQ, so you possibly can fill your display screen and see all columns on the one web page.
Ship bill reminders in new invoicing — World
We’ve launched bill reminders to new invoicing, so it can save you time chasing funds out of your shoppers or clients. Now you can flip bill reminders on and off inside an bill, and a contact. New invoicing is the place all our new options and added worth will now dwell, so should you’re nonetheless utilizing basic invoicing, it’s a superb time to make the change.
View your Xero steadiness within the Xero Accounting app — World
A newly launched characteristic within the Xero Accounting app lets you see your total money steadiness on the house display screen. You may also choose which financial institution accounts are included in your total money steadiness, in addition to reorder your accounts and choose the kind of steadiness displayed within the checking account widget.
Reimagine your Xero expertise — World
We’re persevering with to roll out our recent new look throughout Xero. It’s all a part of our work to improve the expertise that underpins the Xero platform, so it doesn’t gradual us down over time. This improve will assist us ship the options you want in your enterprise or observe, whereas additionally enhancing pace and accessibility. Listed here are the newest modifications in Xero:
- Within the weeks forward, we’re updating the worldwide search perform in Xero with a brand new design, together with a new-look search bar, filter and dropdown menu.
- We’ve up to date quotes so a brand new row is routinely generated on the backside of the quote when a cell within the final empty row is populated. The ‘add new row’ button has not modified.
- We up to date the product particulars web page in Xero so now you can connect, view, obtain and delete information to stock objects.
My Payroll is now known as Xero Me — World
We now have modified the title of My Payroll to Xero Me. My Payroll is the web-based model of the Xero Me app and we’ve aligned the names to make the expertise extra seamless for workers.
Save time on payroll by empowering your workers to self-serve their work admin duties. Xero Me permits your workers to entry payslips, submit and handle timesheets, go away requests and declare bills.
Empower workers to trace their begin and finish time in Xero Me — Australia
We’ve enhanced the timesheet performance within the Xero Me cellular app. Workers can now file their begin, finish and unpaid break instances, in addition to add notes towards every day timesheets for straightforward communication. This new characteristic will assist you hold correct payroll information, and save time on handbook processes equivalent to chasing timesheets or reviewing info earlier than doing payruns in Xero.
Ease the burden for sole dealer shoppers — UK
We’ve unveiled the early launch of Xero Go, a brand new app we’ve developed to assist ease the burden of monetary admin for sole merchants within the UK. It streamlines the handbook, time-consuming parts of on-line accounting whereas empowering them with the instruments they should meet compliance necessities for Making Tax Digital for Earnings Tax Self Evaluation (MTD for ITSA).
File VAT funds routinely — UK
As soon as your VAT Return has been finalised or filed with HMRC, you’ll now have an choice in Xero to create a draft invoice or bill. You may then generate a transaction with the contact, date, description, account code and tax fee routinely populated for you. All you might want to do is assessment and approve the transaction — saving you time on knowledge entry and making certain your VAT funds are correct.
Charting the ‘Bills by Contact’ report (pilot) — US
We all know that photographs or charts can specific advanced concepts or knowledge in a a lot less complicated, lovely approach. As such, US clients now have entry to a pilot graph on the ‘Bills by Contact’ report. This graph charts the entire determine within the report, offering a useful perception into one of many prime questions requested by small companies, “The place does my cash go?” This can be a trial graph, and we’re presently gathering suggestions from clients on how helpful they discover it earlier than rolling it out to different areas.
Export financial institution transaction knowledge in Hubdoc — US and Canada
We’ve launched the beta model of a brand new financial institution assertion extraction characteristic in Hubdoc that has been rolled out within the US and Canada. It exports transaction knowledge from PDF statements of supported banks (RBC, TD Canada Belief and Chase Financial institution) right into a pre-formatted CSV file which you can manually add into Xero or QuickBooks On-line. It’s quick and accessible without spending a dime with all Hubdoc subscriptions.
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