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 sooner than ever earlier than. Immediately, we’re excited to share that we’ve hit a major milestone on that challenge relating to reporting in Xero.
We’ve had two variations of our reviews for some time now — the older model and our ‘new’ reviews. Our new reviews now have some actually thrilling options that may assist you to get fast entry to solutions and streamline your monetary evaluation.
However we’re not finished but. Our groups have huge plans so as to add much more reviews and performance sooner or later. To do that, they really want to focus their consideration on new reviews, as an alternative of spending their time sustaining older variations that at the moment are outdated.
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We’re retiring the older variations of our reviews
That’s why we’re retiring the older variations of our reviews in Xero. This implies you gained’t be capable of use them from 31 July 2023.
You’ll have entry to older variations of our reviews till they’re retired. After this date:
- you gained’t be capable of run any older variations of our reviews
- any saved drafts of outdated reviews will likely be faraway from Xero
- you’ll have read-only entry to outdated revealed and archived reviews
For Australian and New Zealand companions:
- you will be unable to create or edit outdated report packs in Xero HQ, or run them in your shoppers’ organisationsÂ
- any revealed or archived report packs in shoppers’ organisations will stay as read-only on the shopper stage
There are some reviews that gained’t be retired on this date, as we’re upgrading them otherwise or at a later date. These embody the Funds Supervisor, Enterprise Efficiency Dashboard, Payroll, Tax, and GST Reconciliation reviews.
We recognise that for a few of you, it is a huge change and it’ll take a while to get used to new reviews. That’s why we’re supplying you with loads of time to make the swap, so you are able to do it at a time of 12 months that fits you — reminiscent of a quieter interval, or the beginning of the brand new monetary 12 months.
How we’re supporting you through the transition
Our buyer analysis exhibits us that after folks give new reviews a attempt, they love them. However we’ll be introducing a lot of sources over the subsequent 12 months to help you. These embody:
- common dwell webinars from our schooling staff (register for upcoming webinars now)
- fast hyperlinks in older variations of our most used reviews that may make it straightforward to change
- a product tour within the new Revenue and Loss and Stability Sheet reviews
- a ideas and methods panel in our most used reviews with help articles and how-to movies
- a brand new instrument that will help you deliver saved layouts from older variations into new Revenue and Loss and Stability Sheet reviews (we’ll let you recognize extra particulars as quickly as that is out there)
Begin unlocking extra worth out of your reviews
All of our new reviews are constructed with Xero clients in thoughts. The Xero neighborhood 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 rather a lot in new reviews over the previous 12 months. So for those who haven’t given them a attempt these days, it’s a great time to take one other look. Right here’s what you’ll be able to anticipate:
- An attractive report centre the place you’ll be able to search or scroll to search out new reviews and add them to your favourites
- An in depth vary of reviews and customary layouts that will help you get fast entry to solutions whenever 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 assist you to tailor the content material and structure of your reviews to your distinctive wants
- The flexibility so as to add, disguise or reorder columns, group or kind knowledge in several methods, and use filtering choices to search out what you’re on the lookout for
- Options that will help you streamline your monetary evaluation inside Xero, together with formulation, schedules, swap guidelines, notes and extra
As you’ll be able to see, there’s loads of worth to find in our new reviews proper now. However our groups are working laborious to construct on this even additional within the months forward.
Quickly, we’ll be including extra reviews into Xero — together with Common Ledger, Journal and Financial institution Reconciliation reviews — in addition to introducing overseas foreign money into new reviews. We’re additionally planning a brand new function that may allow you to rapidly apply your favorite layouts to a number of organisations.
It’s time to leap in and provides new reviews a attempt
In the event you’re undecided learn how to get began, we propose opening the brand new Revenue and Loss report in Xero. There’s a helpful product tour in there that may information you thru the brand new layouts and settings, so you’ll be able to really feel extra assured about giving new reviews a attempt.
We’ve additionally made it straightforward so that you can present suggestions — simply click on the ‘suggestions’ button within the ideas and methods panel within the new Revenue and Loss, Stability Sheet or Account Transactions reviews and share your ideas. This suggestions will assist our groups perceive how we are able to proceed to enhance your expertise.
I hope you like new reviews as a lot as we do, and look ahead to listening to how they provide the insights it’s worthwhile to assist your enterprise or follow thrive.