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New year, new features

Posted 3 years ago in Advisors by Matt Barnett
Posted by Matt Barnett

After a bumper 2014, today Xero is being updated for the first time in 2015, starting off what is shaping up to be a busy year.

Today’s release includes new features that touch on reporting and a number of other things across Xero:

  • Building on the addition of text blocks a few releases ago, you can now choose to add numbered headings or even have no headings on your text blocks. This gives you more flexibility when adding additional commentary and insight to reports.
  • We’ve added a new field to the new Aged Receivables and Payables report (this was the first of the new-style reports we released last year). It will show you which invoices are overdue, but have not yet reached the first aging period.
  • Getting up and running on Xero is even easier with the addition of an inbuilt calculator on conversion balances. It’s great for things like consolidating those messy multiple sales tax accounts from your previous system. In case you didn’t know, the inbuilt calculator is available in many parts of Xero, including spend money, receive money, sales, bills and manual journals.
  • Sending customer statements can be a pain – but not in Xero. If you need to generate statements for more than 50 customers it’s now much easier with the option to show and send 100 or 200 statements at a time.

  • When copying purchase orders to bills, the order numbers will now automatically copy to the bill’s reference – making it easier to track source documents. The bill reference is searchable and appears on the relevant reports.
  • Some businesses create a lot of credit notes! In the last release we introduced the ability to copy credit notes. From today you can now ‘Approve & add another’ credit note – just a small way to help you trim time from your daily accounts.
  • We’ve added an address lookup for US businesses that returns verified addresses as you type. This saves time and improves accuracy – no more guessing or typos on customer and supplier contact records!
address lookup – Xero features

As well as these features, we have a whole lot more to update you on soon. Stay tuned!

5 comments

Nigel
January 21, 2015 at 3.06 pm

200 statements is a great improvement!

Please can I now have a page of more than 200 invoices so I can use your recently added Deposit feature too? This would save 10 minutes per day at the moment…

James
January 21, 2015 at 10.31 pm

Guys. I have a request. Can you slow down on the new features? You’re introducing them faster than we can try them out. Nice work!

Julie Roff
January 24, 2015 at 1.44 am

When you convert a purchase order to a bill, the reference from the purchase order disappears, and is replaced by the purchase order number. Can we please have the actual reference number back? We’re now having to edit this on every converted bill, which is a pain. Why on earth has this happened?

Matt Barnett in reply to Julie Roff
January 28, 2015 at 8.02 am

Hi Julie. Sorry for the inconvenience! We’ll revisit this to see if we can get copying the reference field to work alongside copying PO numbers.

Kent
January 31, 2015 at 11.34 am

+1 need reference numbers to copy. Please.

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