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Newest product information — June 2022

We’ve made a variety 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 recordsdata as e mail attachments with quotes — International

Within the weeks forward, we’re rolling out a brand new function that can can help you ship recordsdata as e mail attachments along with your quotes. This implies your prospects can open attachments (reminiscent of phrases and circumstances or a gross sales brochure) from the e-mail itself, reasonably than a webpage. This can be a long-standing neighborhood request that can enable you ship the whole lot you want in a single seamless communication.

Add folders to your invoices in WorkflowMax — International

We’ve launched new performance that allows you to ship an bill in WorkflowMax, primarily based on the folders you’ve created. This implies you may switch info out of your folders straight into the bill for the job or venture. The small print may even combine into Xero, if you happen to use it. This function has been requested by many shoppers, and might be an actual time saver for companies invoicing out of WorkflowMax.

Tailor your enterprise snapshot in Xero Analytics Plus — International

When you use Xero Analytics Plus, you’ll know that final yr we launched a function that means that you can customise how your bills are displayed, through the ‘Edit metrics’ facet panel. We’ve now enhanced this function, so you may management which metrics are displayed in your enterprise snapshot dashboard. 

Merely go to the ‘Edit metrics’ facet panel and choose ‘Disguise or present metrics’, then uncheck the packing containers you don’t need to see in your dashboard. We’ve additionally added the power to drill-down to a transaction stage into the free model of Xero Analytics.

Get fast entry to solutions in new reviews — International

Now you can customise your comparability durations in new reviews. Relying on the date vary of the report, you may evaluate two similar date ranges of your alternative as an alternative of constructing these changes manually in ‘Edit format’. For instance, it’s possible you’ll like to check final month with the identical month in a earlier yr.

We’ve additionally constructed a simplified model of the Receivable and Payable Bill reviews, that will help you determine who your prime prospects and suppliers are in a single click on. These widespread codecs can be found from the facet panel in these reviews, in addition to the overflow menu within the report centre. The default is ready to final quarter, however you should use the date picker to vary the reporting interval to a variety that fits you.

See your money stability within the Xero Accounting app — International

We’re updating the house display of the Xero Accounting app, so you may perceive your total money stability place. You’ll have the ability to customise which accounts are displayed, that will help you make knowledgeable selections 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 — International

We’re persevering with to roll out our recent 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 observe, whereas additionally enhancing velocity and accessibility. Listed here are the latest design adjustments in Xero:

  • An upgraded expertise in quotes, with a recent design and a few adjustments to the way in which 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 (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 reviews, to cut back the vertical white area between rows of economic information.
  • A brand new search for the worker record web page in Xero Payroll (Australia).

Money out paid go away and go away loading in Xero Payroll — Australia

We’ve made cashing out paid go away and go away loading simpler, so you can begin reporting it individually as a part of the STP Part 2 rollout. Payroll admins can now do that the identical manner you add an everyday go away request in Xero Payroll (not out there through XeroMe or MyPayroll). We are going to robotically calculate Schedule 5 or PAYG tax and show the go away loading on the workers’ payslip.

Map incomplete tax charges in Xero — Canada

In case you have unmapped tax charges in Xero, the unfinished tax charges will now be grouped on the prime of the tax charges web page. From there, you may simply add the lacking tax kind and placement on the tax return the place they need to be mapped. When you’ve mapped your tax charges in Xero, you gained’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.

Simple e-signing with doc packs — New Zealand

Amassing signatures from shoppers on monetary statements, tax returns and different paperwork is an important job for an accountant or bookkeeper. We’ve launched doc packs that will help 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 can assist you stay compliant when calculating GST, we’ve launched new transactional packing containers within the GST F5 return and automatic all packing containers so the most recent tax charges are utilized. New tax charges have additionally been established to accommodate vacationer refunds, dangerous debt, abroad vendor registration and IGDS.



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