We’re always working on new ways to make business easier for our customers and Partners. Here’s some of our favorite improvements and innovations from the past few years:
Unlock your Xero data to drive customer communications.
Company Tax Return support in Practice Manager.
Powerful software to help you manage jobs, processes and time at your practice.
First reports using the new reporting engine in Xero.
Better management of your compilation workflow.
Integration of banking services and data with Xero.
Automatically syncs Square transaction data with Xero.
Ability to add to, and access, Files from your iOS device.
For Accountants & Bookkeepers
Promote yourself and your business, and connect with customers, through Xero.
Native version of Xero Touch for Android, with improved performance and familiar user interface.
Calculate the payroll, pay staff, e-file tax documents and make payments electronically.
Associate up to five email addresses with a contact.
Create purchase orders, send them to suppliers, and raise them as bills or invoices.
Updated GST return with a new interface and better workflow.
First US Direct Bank Feed – City National Bank.
Attach files to transactions so all your financial information is in one place.
Native version of Xero Touch for iPhone, improving speed and using more inbuilt functionality.
Enter calculations into data entry fields and let the inbuilt calculator work out the answer.
File client activity statements directly with the ATO through Practice Manager.
Lodge tax file number declaration forms online from Payroll anytime and from anywhere. Includes full audit history.
Invoice-only role can enter just sales or just purchases.
Run a report that shows all history and notes.
Partners can sort clients into groups, making them easier to find and allocate to staff.
Create, amend and print employee payment summaries including amendments.
Report the total payments made to each contractor for building and construction services each year.
Added new payment services, giving users' customers more ways to pay online invoices.
7 new reports. Transaction Listing Summary, Timesheet Summary, Leave Requests and more.
File VAT returns direct to the HMRC.
Export your trial balance to CCH ProSystem fx for tax filing.
Export your trial balance to Lacerte Tax for tax filing.
Do bank reconciliation from anywhere with Xero Touch.
Create customized report templates for groups of similar clients.
New dashboards for Sales and Purchases to improve cashflow visibility.
Create customized email templates to send invoices out faster.
Produce and send a statement that shows all outstanding activity for a customer.
Set default payment terms in Settings then customize them when creating invoices.
Change an organization's subscriber from within Xero.
Employees can create, submit for approval, and delete their own timesheet. Employees can also create a template for their timesheet.
Create report schedule templates to include in Report Packs.
Share invoices online with customers so they can pay you immediately through payment services.
Send remittances to your customers, including previous history of payments and credit notes.
Create multiple budgets for different scenarios and by tracking category.
Give Payroll-only access to the new Payroll Admin role so they can get the wages done without seeing the rest of the financials.
View individual bank transactions inXero Touch.
Full payroll inside Xero. Leave management, superannuation processing, tax calculations and employee self-service.
Report Fields let you insert merge fields to Report Packs that pull through specific client or practice information for each report.
Create, print and manage checks in Xero with full audit history, voiding and styling.
Add discounts to Sales invoices by line item or set default discount rates for specific contacts.
Ask a question, share a business tip or make a feature request in Xero Community.
Account for and manage likely refunds, as well as payments received ahead of invoices being created.
Xero applies current transactions that apply to a previous VAT period where they belong and updates your latest VAT return.
Start typing an address and Xero auto-completes for you.
Annual Accounts in Xero aligned with the Special Purpose Financial Report framework for Australia.
US version of Xero split off from the global version.
Integration with Highrise CRM.
Multi Factor Authentication support added for more than 1500+ new Yodlee feeds.
Create report templates to share across your practice so you don’t have to build reports from scratch every time.
Xero on your smartphone.
Documents, like scanned images and PDFs, can be attached to any AP invoice or expense claim receipt.
Start typing an address and Xero looks it up and finishes it for you.
Basic functionality to allow users to account for payroll data.
2000+ new Yodlee feeds introduced all over the world.
Control the layout of your invoices, statements and credit notes with Microsoft Word templates in Xero.
Yodlee feeds introduced for Australia and the UK.
Track inventory movement in your business by selecting Inventory Items on AP invoices and credit notes.
Flat rate VAT scheme for UK businesses.
Ledger Plan for accountants who only want to do end-of-year reporting.
Customize invoices and statements.
Create customized rules so Xero can categorize bank transactions for you.
Create an internet banking payment file to batch pay Accounts Payable invoices.
For Accountants and Bookkeepers
Accountants can manage which staff members can access which client organizations from My Xero.
Cash Coding lets you quickly code and reconcile big groups of transactions at once.
Automatic import of invoices and payments from FreshBooks into Xero.
Transactions can be downloaded automatically into Xero from PayPal.
Raise invoices and do banking in any of the 160 currencies supported in Xero.
Manage and account for depreciation for fixed assets.
Xero for everyone without a country-specific edition.
Receive online payments from your customers via PayPal.
NAB is the first direct bank feed for Australia.
Xero arrives in Australia.
Contact Groups allow you to group together of customers and suppliers for invoicing.
Updates to MyXero. Made it faster for accountants to add new organizations.
Limited role with access to bank transactions and expense claims.
All major direct feeds implemented for NZ – Kiwibank, ANZ, Westpac, BNZ, National Bank, and TSB.
Control how accounts are displayed and grouped on Balance Sheet and P&L reports.
Provisional tax payments on your GST Return.
Export reports to Google Docs.
View a list of all customers who owe money and create statements for them.
Enter comparative balances to include in reports.
Connect to online services to send and receive data, saving you time by avoiding the need for data entry.
Track the performance of specific areas in your business on your P & L.
Xero arrives in the UK.
Access any information you need to use Xero.
Add a credit note to reverse all or part of an unpaid invoice.
Match transactions from your bank statement with matching transactions in Xero.
List of all expense claims that are ready for payment and when they need to be paid.
Repeating transactions for invoices you receive or send on a regular basis.
Look at all your Xero organizations and manage your billing from one place.
View, add, edit, archive and delete contact details for individuals and organisations that you do business with.
Setup, edit and view billing details.
Enter your budget information. Budget Variance report makes it possible to perform regular variance reporting against actuals.
Post manual journals.
Generate and view interactive reports based on real-time information.
ASB is the first direct bank feed for NZ.
28 February 2007
We’re live! Laying the groundwork with starting balances, editable bank accounts and bank transactions, default invoice text, GST returns and invoicing for both accounts payable and receivable.