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 put money into Hubdoc, in addition to improve the Xero Accounting app, Xero Payroll in New Zealand and our COVID-19 Enterprise Assist instrument in Australia.
New options
View progress whereas importing contacts into Xero — International
We’ve improved the way in which you import contacts in Xero, with a refreshed design and simplified language on the import web page. You’ll discover a brand new tabular format that can make it easier to deal with any errors in the course of the import, so you possibly can perceive the way you’re progressing and what actions it is advisable to take to finish the method.
Empower new workers to submit expense claims in Xero Me — International
New workers will now be directed to obtain Xero Me, quite than submit their expense claims inside the Xero Bills app. The expense expertise inside Xero Me has the identical performance because the Xero Bills app, with a contemporary new look to make managing on a regular basis admin simpler than ever.
Take pleasure in a brand new look in funds providers settings — International
We’ve given our funds providers settings web page a contemporary 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 in keeping with basic invoicing, we’re including the ‘save’ and ‘approve’ workflows to the brand new model. This lets you take advantage of 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 bettering 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 offers you extra flexibility when utilizing contacts on the go. Updates to the search discipline makes it simpler to search 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. It’s also possible to type 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 look 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 flexibility to pick out each particular person and pre-selected dates. The brand new ‘load extra’ performance can even assist scale back web page obtain time. These options will probably be rolled out in a phased method.
Print and ship a draft bill in new invoicing — International
We all know that with the ability to print and e mail a draft bill is necessary, so we’ve added these buttons within the overflow menu of your draft bill in new invoicing. We’ve additionally launched plenty of approval actions within the checklist, to take away any confusion when saving or approving invoices.
Perceive your eligibility with the COVID-19 Enterprise Assist instrument — AU
We’ve up to date our COVID-19 Enterprise Assist instrument that can assist you decide your eligibility for the newest help packages. Out of your account, navigate to Accounting > Experiences to search out the ‘COVID-19 Enterprise Assist’ button. From right here, you possibly can tailor your search fields to match date ranges, relying on the eligibility necessities of the grant you want to apply for.
Document 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’ll be able to add these to the shopper report. To get a full checklist 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 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 newest calculations — NZ
For these engaged on the books, we’ve made adjustments to Xero Payroll that can 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 mechanically utilized to all Xero accounts. To make issues simple for you, listed here are seven steps you possibly can 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 together with your advisor simpler, with reporting instruments that will let you view your subsequent due date and quantities owed at any time. Transactions will also be sorted and grouped primarily based on IRAS necessities, which simplifies reviewing and amending inside every return. You even have the flexibility to export experiences in Excel for flexibility throughout codecs.
Customise your administration experiences — US
Now you can create customisable administration experiences which are out there to anybody in your organisation with reporting entry. You’ll be able to add or take away experiences, customise the settings and layouts, and save as many customized packs as you need, so you possibly can reuse them and save time. The brand new administration experiences will probably be rolled out globally within the months forward.
