Newest product information — September 2022

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It was nice to showcase our plans for new instruments and options at Xerocon New Orleans final month. Whereas we had been busy connecting with our companions, Xero groups world wide had been enhancing the options on our platform. Right here’s an outline of the options we’ve launched previously month, and people which are coming quickly.

New options

Discover the correct doc pack extra simply — World

We’ve improved the search performance in doc packs. It now surfaces outcomes based mostly on what the search ‘incorporates’ fairly than what it ‘begins with’, so you will discover the doc pack you want with out remembering the precise title. You can too kind by the date it was created or despatched, and bookmark the distinctive URL of every seek for easy accessibility in a while.

Make changes within the Xero Accounting app — World

Generally, there’s a discrepancy between what’s obtained from the financial institution and the quantity on the client’s invoice or bill. To resolve this, you might like so as to add an adjustment to the transaction to jot down off the distinction. We’re now providing you with two methods to make changes within the Xero Accounting app: financial institution charges and minor changes.

Take pleasure in new options in Xero stories — World

We’re persevering with to roll out new reporting options in Xero. Right here’s what you’ll be able to anticipate now and within the weeks forward:

  • Because of the optimistic response from clients world wide, we’ve prolonged sticky headers and rows to all new stories in Xero
  • The brand new Account Abstract report has been launched to all clients. It’s obtainable from the report centre, and can quickly be obtainable as a drilldown from the watchlist on the primary dashboard
  • We’re extending our US pilot that features a chart within the Bills by Contact report, to all clients globally within the weeks forward
  • We’ve added ‘Credit score Restrict’ and ‘Out there Credit score’ as non-compulsory fields within the Aged Receivables Abstract report, along with a brand new widespread format within the facet panel (US solely)
  • We’ve added a ‘contact group’ discipline to the Account Transactions report, in addition to some new widespread codecs for deeper evaluation of knowledge (US solely however coming quickly to extra areas).

Replace worker information in Xero Payroll — Australia

To ensure your worker information are compliant with Single Contact Payroll (STP) Part 2, we’ve up to date the worker listing in Xero Payroll. The brand new listing makes it simple to see if any worker information want updating for STP. In the event that they do, you’ll be capable to click on by means of to our new transition device so as to add the data required. The brand new listing and transition device can be rolled out to all Xero Payroll admins within the weeks forward.

Add new earnings varieties to payslips in Xero Payroll — Australia

From January 2023, you’ll must report parental go away and staff’ compensation individually in Xero Payroll. These go away varieties can now be added to workers’ pay template and payslip. When they’re used for workers, the quantities can be appropriately categorized so you can be compliant when STP Part 2 is up and working.

See adjustments to worker information in Xero Payroll — Australia

One in every of our most extremely requested product updates is now dwell in Xero Payroll: payroll historical past. The primary section of this characteristic is accessible in worker information. It gives an easy-to-access audit path of adjustments made inside Xero by a small enterprise proprietor, advisor or app accomplice. This helps you perceive, monitor, handle and troubleshoot adjustments to worker particulars.

Rollover and merge pre-populated knowledge in Xero Tax — New Zealand

While you create a brand new tax return to your purchasers, the prior yr return’s worksheet entries will now be rolled ahead and routinely merged with pre-populated knowledge from the IRD. It will enable you to save time, make sure you don’t miss any revenue, and cut back the danger of knowledge entry errors. Any gadgets that don’t merge are left so that you can edit or delete.

Arrange workers extra confidently in Xero Payroll — UK

We’ve improved the way in which you arrange workers and off-payroll staff (contractors) in Xero Payroll. Updates embrace a refreshed design, hyperlinks to Xero Central articles all through the worker set-up expertise, up to date content material and labels, in addition to new set-up completion notifications, so you already know while you’re prepared to incorporate workers in a pay run.

Use GoCardless Immediate Financial institution Pay to gather one-off funds — UK

Immediate Financial institution Pay is a brand new open banking characteristic immediately built-in into the GoCardless international cost platform. With Immediate Financial institution Pay, you’ll be able to obtain instantaneous, one-off financial institution funds from new and present clients. You can too proceed to make use of GoCardless direct debit for recurring funds. Discover out extra about Immediate Financial institution Pay and set it up in Xero.

Get a greater view of pension filings in Xero Payroll — UK

Within the UK, we’ve refreshed the pension submitting web page in Xero Tax to verify your pension contributions are submitted in a well timed method. That is a part of our work to improve the know-how that underpins our platform, so we will ship new options quicker than ever earlier than.

  • We’ve up to date the appear and feel so you’ll be able to see the present tax yr in your search outcomes, with a sign of the full outcomes obtainable
  • The rejected, unfiled and filed sections have been mixed so it’s simpler to get a holistic view of outcomes
  • There are two new filters that let you kind by ‘interval’ and ‘standing’
  • We’ve eliminated the choice to obtain the ‘TPP CSV’ and moved the ‘view payrun’ performance to the overflow menu

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