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Xero & General Update 13

Welcome again to another update on Xero and whats happening @ Andrew Imray.

UPDATES

The following are new features that have been recently added in XERO:

  • IOS App has been updated further – the cash flow forecast graph now appears on the Dashboard and you can now pretty much use all features of the browser in Quotes on the APP with the exception of adding files which is being developed. You can manage existing quotes, editing them later on the phone after creating them initially from your computer.
  • XERO HQ has been updated so your advisors can provide more assistance and communicate directly in Xero with you as clients.
  • Fixed Assets Tweak – you can now advance depreciation for a period when you have no depreciable assets but buy something later in the year. There was a previous workaround, but this has now included as an improved feature.
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Xero & General Update 12

Welcome back for another update on Xero and whats happening @ Andrew Imray. It has a been a few months since our last update but since XEROCON London 2017, there has been lot of exciting XERO updates to tell you about.

UPDATES

The following are new features that have been recently added in XERO:

  • IOS App has been updated giving your the ability to generate, edit and send quotes on the go.
  • Bank Rules – these have been updated to allow you to create a rule to transfer money between bank accounts.
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Xero & General Update 11

Welcome back for another update on Xero and whats happening @ Andrew Imray.

UPDATES

The following are new features that have been recently added in Xero:

  • Stripe Integration – not applicable for SA and Zim but similar to the PayPal integration.
  • Fixed Assets – there has been a slight tweak when setting up fixed assets to allow you to map the P&L on disposals or similar to any GL account in the chart of accounts, where it was previously restricted.
  • Bills – when processing bills there is now a “+” sign next to the tax rate which allows you to adjust the VAT to cater for small rounding differences.
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Xero & General Update 10

Welcome back for another update on Xero and whats happening @ Andrew Imray.

UPDATES

The following are new features that have been recently added in Xero:

  • IOS APP – see updates detailed below.
  • A new feature has been added in the reports section to allow you to run selected reports using the “Summarise by” option. This can be found under “Report Settings” under the layout option for selected reports.
  • Under the budget manager you can now import your budget from excel as well as CSV so you don’t have to convert your budget back to CSV to reimport.
  • You are now able to transfer direct bank feeds to another company in Xero (only applicable for those with DIRECT bank feeds).
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Xero & General Update 9

It is been a busy few weeks with tax year ends in Zimbabwe so I have not been able to send out an updated blog for a while but here is the latest one, with a further one to be posted at the end of this coming week.

UPDATES

The following are new features that have been recently added:

  • Published reports can now be sorted by title, date, published by or published date so you can better organize your published reports.
  • Date shortcuts have been added in all the reports to include month to date, quarter to date and year to date. You can now use all these shortcuts to get the information you need really quickly.
  • The all reports section now include more aged reports for your convenience as well as the management and reconciliation reports which been have moved from the advisor menu to under accounting reports here.
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Xero & General Update 8

UPDATES

The following are new features that have been recently added:

Invoice reminders – you can now choose which clients you want invoice reminders sent out to – CLICK HERE for more info on this.

Invoices Preview – you can now preview your online invoices exactly as the client will see them. You can also preview your invoices from invoice settings if you can anything and want to view before raising a new invoice

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Xero Security

Your data is safe with multiple layers of security. Protecting your data is fundamental to everything at Xero. They have invested in industry-leading infrastructure and constantly strive to ensure your data is always secure. CLICK HERE to see more on the Xero website or in this video below.

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