An enormous heat hi there to all of our Xero neighborhood — we hope you feel refreshed and are excited to collaborate and work collectively within the 12 months forward! Because the festive break, we rolled out a choose variety of updates to stock, bills and Xero HQ, kicking off our first product information weblog submit of 2022 with a bang. Let’s dive in.
When you’re a Xero associate, don’t neglect to register for our upcoming quarterly product replace, the place our schooling workforce will stroll you thru a demo of all the most recent releases, so you’ll be able to keep your advisor certification.
New options
Import GoCardless direct debit varieties to Xero — International
We’ve made it simpler so that you can import lively direct debit varieties from GoCardless and match them to your contacts in Xero, even when they had been created elsewhere. Merely import them once you join your GoCardless account to Xero, or choose direct debit varieties from the dropdown menu subsequent to your GoCardless account to entry them from the direct debit administration web page. As soon as imported, you’ll be able to manually match these varieties to particular contacts and proceed to gather all future funds for that contact utilizing GoCardless in Xero.
Higher handle stock from the listing view web page — International
If you click on on any services or products merchandise within the stock listing view, you’ll now see a abstract of key info on the prime of the web page. The modifying button is extra simply obtainable and an identical to the merchandise creation web page. Earlier than confirming any changes, you’ll now be proven not solely what has modified, however by how a lot.
Save time altering employees entry in Xero HQ — International
We’re making it sooner and simpler so that you can edit employees entry to Xero organisations with improved bulk actions. Now when you choose a number of purchasers you’ll have the ability to edit employees entry to their subscriptions in a single go, with the total listing of function varieties obtainable.
Empower workers to arrange their bills — International
It’s now simpler so as to add a brand new worker to Xero Bills. With this new replace, workers will be invited to set themselves up for expense administration and enter their very own financial institution particulars, relatively than their employer doing this on their behalf. This self-service software helps to streamline the expense arrange course of and eases the executive burden for Xero admin customers.
Assign completely different permission ranges in Xero Initiatives — International
We’ve launched new performance in Xero Initiatives that enables admin customers to assign employees to completely different tasks and determine what they will and may’t see utilizing completely different ranges of visibility. Now you can mark a venture as public or personal, so you’ll be able to management who can see venture info.
Simply report payroll info for STP Section 2 – AU
That can assist you put together for the STP Section 2 compliance date on the finish of the 12 months, we’ve launched a brand new STP2 Info Hub. Merely click on the banner out of your overview dashboard inside Xero Payroll to search out the most recent info on new pay gadgets, together with bonuses and commissions, administrators charges and cashed-out depart. To start out utilizing new pay gadgets, click on on ‘Add this cost sort’ from the Hub.
Keep compliant with the 2021 Schedule C report template — US
We’ve launched a 2021 Schedule C report template (view in Spanish) to assist US advisors put together revenue and bills for sole proprietor tax returns. It’s now obtainable as an possibility in your report templates. To verify there’s no confusion, we’ve eliminated the default template for 2020. You’ll nonetheless have entry to your customised templates, in addition to templates which were saved or printed in your shopper organisations.