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Final 12 months, we introduced that we had began upgrading the know-how that underpins the Xero platform, so our groups can construct new options quicker than ever earlier than. Immediately, we’re excited to share that we’ve hit a major milestone on that mission with regards to reporting in Xero.
We’ve had two variations of our experiences for some time now — the older model and our ‘new’ experiences. Our new experiences now have some actually thrilling options that can allow you to get fast entry to solutions and streamline your monetary evaluation.
However we’re not executed but. Our groups have huge plans so as to add much more experiences and performance sooner or later. To do that, they actually need to focus their consideration on new experiences, as an alternative of spending their time sustaining older variations that at the moment are outdated.
We’re retiring the older variations of our experiences
That’s why we’re retiring the older variations of our experiences in Xero. This implies you received’t have the ability to use them from 31 July 2023.
You’ll have entry to older variations of our experiences till they’re retired. After this date:
- you received’t have the ability to run any older variations of our experiences
- any saved drafts of previous experiences will probably be faraway from Xero
- you’ll have read-only entry to previous revealed and archived experiences
For Australian and New Zealand companions:
- you will be unable to create or edit previous report packs in Xero HQ, or run them in your purchasers’ organisations
- any revealed or archived report packs in purchasers’ organisations will stay as read-only on the consumer degree
There are some experiences that received’t be retired on this date, as we’re upgrading them differently or at a later date. These embody the Price range Supervisor, Enterprise Efficiency Dashboard, Payroll, Tax, and GST Reconciliation experiences.
We recognise that for a few of you, it is a huge change and it’ll take a while to get used to new experiences. That’s why we’re providing you with loads of time to make the change, so you are able to do it at a time of 12 months that fits you — akin to a quieter interval, or the beginning of the brand new monetary 12 months.
How we’re supporting you through the transition
Our buyer analysis reveals us that after individuals give new experiences a attempt, they love them. However we’ll be introducing plenty of sources over the subsequent 12 months to assist you. These embody:
- common reside webinars from our training crew (register for upcoming webinars now)
- fast hyperlinks in older variations of our most used experiences that can make it straightforward to modify
- a product tour within the new Revenue and Loss and Stability Sheet experiences
- a suggestions and methods panel in our most used experiences with assist articles and how-to movies
- a brand new device that can assist you convey saved layouts from older variations into new Revenue and Loss and Stability Sheet experiences (we’ll let you realize extra particulars as quickly as that is out there)
Begin unlocking extra worth out of your experiences
All of our new experiences are constructed with Xero prospects in thoughts. The Xero group requested and voted for lots of the enhancements, and we’ve examined them with small companies and advisors, who inform us they love the improved flexibility and customisation.
Issues have modified loads in new experiences over the previous 12 months. So in case you haven’t given them a attempt recently, it’s a superb time to take one other look. Right here’s what you’ll be able to anticipate:
- A good looking report centre the place you’ll be able to search or scroll to seek out new experiences and add them to your favourites
- An intensive vary of experiences and customary layouts that can assist you get fast entry to solutions while you want them most
- Standardised codecs and intuitive menus so you’ll be able to discover alternative ways of taking a look at your knowledge in just some clicks
- Highly effective customisation instruments that allow you to tailor the content material and format of your experiences to your distinctive wants
- The flexibility so as to add, cover or reorder columns, group or kind knowledge in several methods, and use filtering choices to seek out what you’re in search of
- Options that can assist you streamline your monetary evaluation inside Xero, together with formulation, schedules, change guidelines, notes and extra
As you’ll be able to see, there’s loads of worth to find in our new experiences proper now. However our groups are working arduous to construct on this even additional within the months forward.
Quickly, we’ll be including extra experiences into Xero — together with Basic Ledger, Journal and Financial institution Reconciliation experiences — in addition to introducing international foreign money into new experiences. We’re additionally planning a brand new characteristic that can allow you to shortly apply your favorite layouts to a number of organisations.
It’s time to leap in and provides new experiences a attempt
In case you’re unsure methods to get began, we propose opening the brand new Revenue and Loss report in Xero. There’s a useful product tour in there that can information you thru the brand new layouts and settings, so you’ll be able to really feel extra assured about giving new experiences a attempt.
We’ve additionally made it straightforward so that you can present suggestions — simply click on the ‘suggestions’ button within the suggestions and methods panel within the new Revenue and Loss, Stability Sheet or Account Transactions experiences and share your ideas. This suggestions will assist our groups perceive how we are able to proceed to enhance your expertise.
I hope you’re keen on new experiences as a lot as we do, and look ahead to listening to how they provide the insights that you must assist your corporation or observe thrive.
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