A giant heat hey to all of our Xero group — we hope you feel refreshed and are excited to collaborate and work collectively within the yr forward! For the reason that festive break, we rolled out a choose variety of updates to stock, bills and Xero HQ, kicking off our first product information weblog publish of 2022 with a bang. Let’s dive in.
For those who’re a Xero associate, don’t overlook to register for our upcoming quarterly product replace, the place our training staff will stroll you thru a demo of all the newest releases, so you’ll be able to keep your advisor certification.
New options
Import GoCardless direct debit types to Xero — World
We’ve made it simpler so that you can import lively direct debit types from GoCardless and match them to your contacts in Xero, even when they have been created elsewhere. Merely import them while you join your GoCardless account to Xero, or choose direct debit types 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 types to particular contacts and proceed to gather all future funds for that contact utilizing GoCardless in Xero.
Higher handle stock from the checklist view web page — World
Once you click on on any services or products merchandise within the stock checklist view, you’ll now see a abstract of key data on the high of the web page. The modifying button is extra simply out there and similar 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 workers entry in Xero HQ — World
We’re making it sooner and simpler so that you can edit workers entry to Xero organisations with improved bulk actions. Now when you choose a number of shoppers you’ll be capable of edit workers entry to their subscriptions in a single go, with the complete checklist of position varieties out there.
Empower staff to arrange their bills — World
It’s now simpler so as to add a brand new worker to Xero Bills. With this new replace, staff may be invited to set themselves up for expense administration and enter their very own financial institution particulars, slightly than their employer doing this on their behalf. This self-service instrument helps to streamline the expense arrange course of and eases the executive burden for Xero admin customers.
Assign completely different permission ranges in Xero Tasks — World
We’ve launched new performance in Xero Tasks that enables admin customers to assign workers to completely different initiatives and resolve what they’ll and might’t see utilizing completely different ranges of visibility. Now you can mark a challenge as public or non-public, so you’ll be able to management who can see challenge data.
Simply report payroll data for STP Section 2 – AU
That can assist you put together for the STP Section 2 compliance date on the finish of the yr, we’ve launched a brand new STP2 Data Hub. Merely click on the banner out of your overview dashboard inside Xero Payroll to seek out the newest data on new pay gadgets, together with bonuses and commissions, administrators charges and cashed-out go away. To start out utilizing new pay gadgets, click on on ‘Add this cost kind’ 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 out there as an choice 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 have been saved or printed in your consumer organisations.
