This morning we released our Christmas Cracker product release. Next time you log on you’ll see a number of changes in Xero, including: smarter searching for your payments, correlating information about your contacts and their invoice history and quicker ways for you to enter lots of invoices.
Use the search to locate any payments to or from your customers that have been made into or from your Xero bank account. And you can sort on whether your transactions have been reconciled or unreconciled by clicking on the status column.
Within your contacts – all the people or organisations that you do business with in Xero – you can now enter a note or view the history. Notes added directly to the contact or to invoices and transactions will be displayed against the contact.
You can also go directly to the contact from the invoice or transaction by clicking on the contact’s name – here you can see any previous notes or details. And you can now click on the payable or receivable amount which will take you to a report showing any awaiting receivable invoices or payable invoices for that contact.
We’ve also made entering lots or invoices much quicker. You can now save as draft or approve an invoice you have entered and then in just one click add a new invoice by selecting either the Save & add another or Approve & add anotherbutton. We love getting these new features out to you – if you have any ideas or suggestions about what you’d like to see in Xero please let us know.