First blog post after the festive season. I hope you are all still enjoying working with Xero, here are some more things to look forward to:
There are a few features that have been added and are now available or will be on your Xero platform in the next few weeks, these are:
Advisor Tab – this has been streamlined with the reports normally found here shifting to the Reports Tab. For example the Management Report can now be found under the Accounting section under Reports.
Manual Journals – this section was updated last year allowing you to import multiple manual journals, but journals could only be approved one at a time. This is now been updated to allow you (using the check boxes) to post in bulk, as well as void multiple journals at once.
Payment Services – under the settings section, a history and notes section has now been added so any changes here can be easily traced.
Spend/Receive transactions – the detailed rows can be reordered by dragging and dropping using the icon to the left of each line. This is now available on invoices, credit notes as well as spend and receive money functions.
Bank Reconciliations – the page load times here have been increased as reconciliation of multiple lines had become sluggish in the past, a small tweak but hope it will help those with long reconciliations.
The Xero App for IOS and Android has been updated as follows:
IOS – Apple Pay feature as been added using the payment service Stripe (this is only available in countries with Apple Pay).
Android – you are now able to view quotes sent to client and info relating to them as well as added information for unpaid invoices, e.g details on when the invoice was viewed can now be seen while on the go.
TOP 10 FEATURES HIGHLIGHTED
Especially for this time of the year, Xero has a very comprehensive and useful budgeting tool called BUDGET MANAGER that can help your business throughout the year.
A new on-boarding process will be introduced soon to simplify the company set up for both client and advisor.
IOS and Android APP will soon have the ability to generate, edit and and send quotes on the go. The ability to search specific data as well as add payments is also being worked on.
I am still looking at organising a free XERO DEMO morning to showcase Xero in action along with some highlighted add-ons . Please let any potential interested parties know to CONTACT ME as there will be limited places available. I will be traveling to XEROCON 2017 in South Africa this week so will update the blog with more new Xero releases as they become available.
Follow me on Twitter – @ImrayAndrew or on Facebook @andrewimrayconsult to keep in touch with updates on Xero, Xero Add-ons and other interesting articles.