We’ve made plenty of enhancements to the Xero platform within the final month, together with updates to quotes, reporting, Xero Analytics Plus, WorkflowMax and extra.
New options
Ship information as e-mail attachments with quotes — World
Within the weeks forward, we’re rolling out a brand new function that may mean you can ship information as e-mail attachments along with your quotes. This implies your prospects can open attachments (comparable to phrases and situations or a gross sales brochure) from the e-mail itself, fairly than a webpage. It is a long-standing neighborhood request that may allow you to ship every thing you want in a single seamless communication.
Add folders to your invoices in WorkflowMax — World
We’ve launched new performance that permits you to ship an bill in WorkflowMax, primarily based on the folders you’ve created. This implies you’ll be able to switch info out of your folders immediately into the bill for the job or challenge. The small print will even combine into Xero, if you happen to use it. This function has been requested by many purchasers, and shall be an actual time saver for companies invoicing out of WorkflowMax.
Tailor your enterprise snapshot in Xero Analytics Plus — World
For those who use Xero Analytics Plus, you’ll know that final yr we launched a function that permits you to customise how your bills are displayed, by way of the ‘Edit metrics’ facet panel. We’ve now enhanced this function, so you’ll be able to management which metrics are displayed in your enterprise snapshot dashboard.
Merely go to the ‘Edit metrics’ facet panel and choose ‘Conceal or present metrics’, then uncheck the containers you don’t wish to see in your dashboard. We’ve additionally added the flexibility to drill-down to a transaction stage into the free model of Xero Analytics.
Get fast entry to solutions in new studies — World
Now you can customise your comparability intervals in new studies. Relying on the date vary of the report, you’ll be able to evaluate two equivalent date ranges of your selection as an alternative of creating these changes manually in ‘Edit format’. For instance, you might like to match final month with the identical month in a earlier yr.
We’ve additionally constructed a simplified model of the Receivable and Payable Bill studies, that can assist you determine who your high prospects and suppliers are in a single click on. These frequent codecs can be found from the facet panel in these studies, in addition to the overflow menu within the report centre. The default is about to final quarter, however you should utilize the date picker to alter the reporting interval to a spread that fits you.
See your money steadiness within the Xero Accounting app — World
We’re updating the house display screen of the Xero Accounting app, so you’ll be able to perceive your general money steadiness place. You’ll be capable to customise which accounts are displayed, that can assist you make knowledgeable choices on the go. This launch is being rolled out in a phased strategy to all Xero Accounting app customers globally within the months forward.
Reimagine your Xero expertise — World
We’re persevering with to roll out our contemporary 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 apply, whereas additionally enhancing velocity and accessibility. Listed below are the latest design adjustments in Xero:
- An upgraded expertise in quotes, with a contemporary design and a few adjustments to the best way you add a brand new stock merchandise, add an account, add or edit a forex, and fasten a file.
- A brand new design within the Xero Accounting app dashboard (Android) and financial institution reconciliation display screen (iOS and Android). This launch is being rolled out in a phased strategy within the weeks forward.
- The introduction of a compact view in new studies, to scale back the vertical white house between rows of monetary knowledge.
- A brand new search for the worker record web page in Xero Payroll (Australia).
Money out paid depart and depart loading in Xero Payroll — Australia
We’ve made cashing out paid depart and depart loading simpler, so you can begin reporting it individually as a part of the STP Section 2 rollout. Payroll admins can now do that the identical method you add a daily depart request in Xero Payroll (not out there by way of XeroMe or MyPayroll). We’ll robotically calculate Schedule 5 or PAYG tax and show the depart loading on the workers’ payslip.
Map incomplete tax charges in Xero — Canada
When you have unmapped tax charges in Xero, the unfinished tax charges will now be grouped on the high of the tax charges web page. From there, you’ll be able to simply add the lacking tax sort and site on the tax return the place they need to be mapped. When you’ve mapped your tax charges in Xero, you received’t have to do it once more. We’ll be highlighting incomplete tax charges on the gross sales tax report within the months forward, which is able to take you on to the tax charges web page to finish this job.
Straightforward e-signing with doc packs — New Zealand
Accumulating signatures from shoppers on monetary statements, tax returns and different paperwork is a crucial job for an accountant or bookkeeper. We’ve launched doc packs that can assist you collate paperwork in packs, add tax returns from Xero Tax, share them securely and get shoppers to e-sign them, all inside Xero. Xero Signal powered by Adobe Acrobat Signal is free for all New Zealand Xero Companions till 30 November 2022.
Keep compliant when calculating GST — Singapore
That will help you stay compliant when calculating GST, we’ve launched new transactional containers within the GST F5 return and automatic all containers so the newest tax charges are utilized. New tax charges have additionally been established to accommodate vacationer refunds, unhealthy debt, abroad vendor registration and IGDS.