Newest product information – March 2022

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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 Assist device 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 format that may enable you deal with any errors through the import, so you may perceive the way you’re progressing and what actions you might 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, reasonably 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 contemporary new look to make managing on a regular basis admin simpler than ever.

Get pleasure from 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 step with 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 bettering your expertise utilizing Hubdoc and will likely 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 outline of what every contact owes or is owed. You may as well kind contacts by title, quantity owing and owed, e mail and date added.

Get pleasure from extra flexibility in your historical past and notes report — International

As a part of our dedication to making a unified appear and feel 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 out each particular person and pre-selected dates. The brand new ‘load extra’ performance may also assist scale back web page obtain time. These options will likely 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 a lot 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 device — AU

We’ve up to date our COVID-19 Enterprise Assist device that can assist you decide your eligibility for the newest assist packages. Out of your account, navigate to Accounting > Stories to search out the ‘COVID-19 Enterprise Assist’ button. From right here, you may tailor your search fields to match date ranges, relying on the eligibility necessities of the grant you want to apply for.

Document your consumer verifications in Xero Tax or XPM — AU

When you’re a follow person, now you can file the verification and Director IDs of your shoppers in Xero Tax or Xero Observe Supervisor (XPM). You possibly can add these to the consumer file. To get a full checklist of verified shoppers, together with these with a Director ID, use the report builder. The Tax Practitioners Board will make these consumer verifications necessary within the later half of 2022.

Keep compliant with new report templates — Canada

We’re serving to advisors keep compliant with not too long ago 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 12 months finish with the newest calculations — NZ

For these engaged on the books, we’ve made modifications to Xero Payroll that may assist your 12 months finish run extra easily. There are three key modifications to New Zealand payroll calculations for the brand new monetary 12 months, and these are mechanically utilized to all Xero accounts. To make issues simple for you, listed here are seven steps you may comply with to finalise your payroll 12 months 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 let you view your subsequent due date and quantities owed at any time. Transactions will also be sorted and grouped based mostly on IRAS necessities, which simplifies reviewing and amending inside every return. You even have the power to export experiences in Excel for flexibility throughout codecs.

Customise your administration experiences — US

Now you can create customisable administration experiences which might be out there to anybody in your organisation with reporting entry. You possibly can add or take away experiences, 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 experiences will likely be rolled out globally within the months forward.

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