Our groups have been busy throughout February, releasing new options to enhance your expertise in Xero. Learn on to learn the way we’re persevering with to spend money on Hubdoc, in addition to improve the Xero Accounting app, Xero Payroll in New Zealand and our COVID-19 Enterprise Help software in Australia.
New options
View progress whereas importing contacts into Xero — International
We’ve improved the best way you import contacts in Xero, with a refreshed design and simplified language on the import web page. You’ll discover a brand new tabular structure that may provide help to deal with any errors throughout the import, so you may perceive the way you’re progressing and what actions you want to take to finish the method.
Empower new staff to submit expense claims in Xero Me — International
New staff will now be directed to obtain Xero Me, somewhat than submit their expense claims throughout the Xero Bills app. The expense expertise inside Xero Me has the identical performance because the Xero Bills app, with a recent new look to make managing on a regular basis admin simpler than ever.
Take pleasure in a brand new look in funds companies settings — International
We’ve given our funds companies settings web page a recent new look in Xero. Whereas the performance stays the identical, there are some slight variations to the look and messaging on the web page, which hopefully makes your expertise extra seamless.
Use ‘save’ and ‘approve’ workflows in new invoicing — International
To deliver the options of recent invoicing according to basic invoicing, we’re including the ‘save’ and ‘approve’ workflows to the brand new model. This lets you profit from our newest options, whereas having fun with the invoicing expertise you’ve come to know and love.
Re-invite customers to your Hubdoc organisation — International
Now you can resend an e-mail invitation for a brand new Hubdoc person to affix your organisation, in the event that they haven’t accepted a earlier one. We’re dedicated to enhancing your expertise utilizing Hubdoc and will probably be rolling out extra enhancements like these within the months forward.
Higher handle contacts within the Xero Accounting app — International
New performance within the Xero Accounting app provides you extra flexibility when utilizing contacts on the go. Updates to the search area makes it simpler to seek out the contacts you want in a rush, and enhancements to the contact display present an summary of what every contact owes or is owed. You too can kind contacts by title, quantity owing and owed, e-mail and date added.
Take pleasure in extra flexibility in your historical past and notes report — International
As a part of our dedication to making a unified feel and appear throughout Xero, we’ve refreshed the design of the historical past and notes exercise report. You’ll discover a brand new ‘reset filter’ button, and the power to pick each particular person and pre-selected dates. The brand new ‘load extra’ performance can even assist cut back web page obtain time. These options will probably be rolled out in a phased strategy.
Print and ship a draft bill in new invoicing — International
We all know that having the ability to print and e-mail a draft bill is essential, so we’ve added these buttons within the overflow menu of your draft bill in new invoicing. We’ve additionally launched a lot of approval actions within the listing, to take away any confusion when saving or approving invoices.
Perceive your eligibility with the COVID-19 Enterprise Help software — AU
We’ve up to date our COVID-19 Enterprise Help software that can assist you decide your eligibility for the most recent help packages. Out of your account, navigate to Accounting > Stories to seek out the ‘COVID-19 Enterprise Help’ button. From right here, you may tailor your search fields to check date ranges, relying on the eligibility necessities of the grant you want to apply for.
Report your shopper verifications in Xero Tax or XPM — AU
If you happen to’re a follow person, now you can report the verification and Director IDs of your purchasers in Xero Tax or Xero Observe Supervisor (XPM). You possibly can add these to the shopper report. To get a full listing of verified purchasers, together with these with a Director ID, use the report builder. The Tax Practitioners Board will make these shopper verifications obligatory within the later half of 2022.
Keep compliant with new report templates — Canada
We’re serving to advisors keep compliant with just lately launched Canadian reporting necessities. From the templates part in Xero HQ, now you can view two new report templates: ‘Firm – Compilation Engagement Report’ and ‘Compilation Engagement Report, Notes, RE’.
Finalise payroll yr finish with the most recent calculations — NZ
For these engaged on the books, we’ve made adjustments to Xero Payroll that may assist your yr finish run extra easily. There are three key adjustments to New Zealand payroll calculations for the brand new monetary yr, and these are robotically utilized to all Xero accounts. To make issues simple for you, listed below are seven steps you may observe to finalise your payroll yr finish.
Enhancements to your GST F5 return expertise — Singapore
Our newest updates to Xero’s suite of GST F5 options makes collaborating along with your advisor simpler, with reporting instruments that help you view your subsequent due date and quantities owed at any time. Transactions can be sorted and grouped primarily based on IRAS necessities, which simplifies reviewing and amending inside every return. You even have the power to export reviews in Excel for flexibility throughout codecs.
Customise your administration reviews — US
Now you can create customisable administration reviews which are out there to anybody in your organisation with reporting entry. You possibly can add or take away reviews, customise the settings and layouts, and save as many customized packs as you need, so you may reuse them and save time. The brand new administration reviews will probably be rolled out globally within the months forward.