Budgets and checks
It’s release day at Xero and we’re shipping some big features.
When it comes to budgeting, Microsoft Excel is the best tool in the world. You can create all kinds of customised reports and graphs, run ad-hoc queries, and even do some fairly complex forecasting. Now you can export your actuals from Xero, do some heavy lifting in Excel, then import the results as your budget line.
We looked at developing smart budgeting tools ourselves. However, Excel really is best-of-breed, so it made more sense to connect the two.
If you’re a US customer, you can now print professionally styled checks right from within Xero. Xero manages check numbering, voiding, deleting, styling and a full audit history of any changes – perfect for managing bill payments. You can see it in action here:
And yes, we will be rolling this out to other regions as soon as we can. We’ve had lots of interest from Canada especially. In the meantime everyone can have a play with the new functionality by changing their Xero Demo organisation to the US. It would be good to hear what sort of check stock you’d like us to support next or whether the US voucher format in this release does the trick. Jump in and have your say on the Xero Community.
Tracking and tax from bank reconciliation
Your core data processing just got faster. We’ve added a feature that lets you add tracking or change the tax rate on a transaction from the main bank reconciliation screen – no need to drill in!
We’ve also released:
- A new centered look
- New partner bank feed from NZ Home Loans
- New report codes to support additional reporting for non-company entities (in New Zealand for now)
For all the details, head on over to the release notes.
Read more about Business