Saving you time and creating efficiencies is the secret this month, with a variety of updates designed to get you again to the stuff that issues, quicker. Highlights embody the power to trace time in your desktop in Xero Tasks, navigate to your favorite apps from one place with Xero’s App Launcher and revel in a recent new look throughout financial institution guidelines and the Xero dashboard. Have a look.
New options
Get pleasure from a brand new dashboard expertise — International
Within the months forward, it’s possible you’ll discover that your Xero dashboard seems a bit of totally different. The performance of your Xero dashboard received’t change, however there are some tweaks to the design which will take some getting used to. The brand new model is designed to offer you a constant expertise throughout Xero, whereas additionally bettering velocity and accessibility. Study extra in regards to the modifications you’ll be able to anticipate.
Get much less notifications in Xero — International
We need to ensure you get the knowledge you want rapidly and conveniently. That’s why we’re eradicating the affirmation notification whenever you efficiently e mail a file to your file library inbox. You’ll solely get a notification if there’s an error. We hope this helps scale back any disruption to your workflow.
Observe time in your desktop in Xero Tasks — International
To deliver Xero Tasks desktop performance in keeping with the cellular model, we’ve added a timer that can assist you so as to add correct time entries in opposition to your tasks. It options the identical begin, pause and cease performance, with clear visibility of the way you’re monitoring on the backside right-hand facet of the desktop display.
Import stock objects in bulk — International
We’ve added a brand new characteristic to our stock resolution that means that you can import objects in bulk. From services and products, you’ll be able to obtain a CSV template so as to add your objects. You may also select to export current objects right into a CSV file on the identical web page and replace the file. Once you add the CSV file, any errors or warnings will likely be highlighted, so you’ll be able to rectify them earlier than finishing the import course of.
Create and edit buy orders on the go — International
Along with viewing buy orders, now you can create and edit buy orders on the Xero Accounting app, to higher handle your work on the go. This characteristic is accessible on Android units and will likely be accessible in iOS within the months forward. Please be aware that should you’d prefer to ship a purchase order order, you will have to do that in your desktop.
Ship invoices to a number of emails within the Xero Accounting app — International
If a contact in Xero has a number of e mail addresses added, now you can ship an bill to all emails on the identical time through the Xero Accounting app. Not solely will this scale back the psychological load of remembering separate contacts, however will guarantee everyone seems to be stored throughout key communications when it issues. Obtainable in each Android and iOS.
Save time managing your financial institution guidelines — International
Establishing financial institution guidelines is a straightforward strategy to get Xero to mechanically code transactions in your financial institution reconciliation display, based mostly on standards you’ve set. Within the weeks forward, we’re giving financial institution guidelines a brand new look that aligns with different options in Xero. This replace will streamline the steps wanted to create or edit a financial institution rule, in addition to the power to change between rule varieties with out shedding knowledge.
Handle apps in a single place with Xero’s App Launcher — International
Our new App Launcher is a free software to group your whole Xero App Retailer apps in a single dropdown tab inside your My Xero dashboard. As soon as arrange, you’ll be able to keep logged in to your whole apps through Xero single register (the place two-factor authentication hasn’t been arrange), and change between them with out leaving Xero. It additionally hyperlinks to the Xero App Retailer, so you’ll be able to browse and rapidly add new apps.
Get pleasure from a refreshed design in report templates — International
The following time you open report templates in Xero HQ, you’ll discover a refreshed design that brings it in keeping with different new studies in Xero. Modifications embody fewer actions when including a report back to a template, the power to reorder or take away studies from a hyperlink within the contents dropdown, and extra intuitive placement of buttons for frequent actions.
Personalise your Govt Abstract report — International
Our new Govt Abstract report is now accessible to all prospects globally. Situated within the new report centre, it consists of extra versatile date ranges, extra comparative intervals and the power so as to add commentary textual content. Plus, it can save you customized studies and might conceal any rows you don’t need by utilizing a filter.
Try the new-look batch deposit display — International
A batch deposit data a number of invoices in a single fee transaction. Within the weeks forward, we’ll replace the display the place you create a brand new batch deposit with a brand new look, however there will likely be no change to the performance. The ‘Cancel’ and ‘Deposit’ buttons will likely be moved to the highest of the web page from the underside, and the ‘Add be aware’ button will likely be moved to the fitting of ‘Historical past and notes’ as a substitute of under it.
Save time when invoicing in WorkflowMax — International
We’ve redesigned the bill data web page in WorkflowMax and brought the chance so as to add in some time-saving enhancements like drag and drop performance, the power to vary tax charges utilizing a dropdown menu and the power to simply add new contacts, duties and prices. These modifications will actually velocity up and enhance your each day workflows.
Keep compliant with newest tax modifications — NZ
Xero will now mechanically apply elevated pupil mortgage thresholds, and the brand new ACC levy and threshold in Xero Tax. Contractors can arrange little one help deductions as a share of earnings or mounted quantity deduction, in addition to have Inland Income arrears deducted from their pay. Now we have additionally improved the best way Protected Internet Earnings are calculated for related statutory deductions.
Higher handle private and company tax — UK
Now you can entry a Capital Positive aspects Schedule (SA108) kind to handle your capital features tax obligations in Xero Tax. We’ve additionally made enhancements to firm tax returns, with numeric breakdowns and extra element on bigger totals that kind a fabric disclosure.
