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Improving your Xero support experience

With our latest release to Xero, we snuck in a couple of really awesome improvements to our help menu. It’s just the beginning of heaps of cool new features we have planned for finding help and contacting the Xero support team, but for now you’ll still see some immediate improvements.

Searching within this menu now looks across multiple sources, including: the User Guide, FAQ help page, Xero TV and our Business Community. Each search result has a symbol to the left showing where it’s from, and there’s the option to pick and choose which sources you want included in your search. Consolidating these sources brings more information directly to you, saving time compared to searching each one individually.

Would you like help today – Xero support

If you can’t find what you need, you can always contact us in Support. This is the blue Contact Xero Support button at the bottom of the search results. By raising a ticket from within Xero we receive more information (rather than emailing) – like your organization’s name, product edition, your role, system, and browser version – all of which helps us find and get an answer to you faster.

Lastly, if you have a feature request you’ll now be directed to the Feature Request section of Community. This is where you can search for the feature you’d like and add your vote. If you can’t find an existing request, create your own that you and other users can vote on.

We’re just starting with new and better ways to make this an even better experience, and we think you’ll find this a quicker and easier way of raising any questions you have with us.  To validate that we’re already getting some great feedback from customers like Ryan Ashton using the new Xero support features and we look forward to rolling out more!

Ryan Ashton loves Xero support

 

 

Zendesk customer service software partners with WorkflowMax, Xero

With more than 40,000+ customers in all corners of the world, Zendesk is leading the future of customer service software with its cloud-based solutions. At WorkflowMax, our lovely support team use Zendesk to manage queries. Many of our customers wrote queries requesting integration with Zendesk, so… we created one!

Customer service software that integrates with job management and accounting

The solution is super-simple and very clever. While you’re solving a customer issue within Zendesk, you can record your time directly against the job in WorkflowMax. You can connect your customer service management, time billing and the Xero accounting platform in one end-to-end solution – using WorkflowMax as the conduit.

Take a look inside the new, improved Zendesk app in the video below:

With the Zendesk + WorkflowMax integration, you can connect your customer service software seamlessly with your workflow and accounting solution. Beautiful!

Watch the video to learn more about this awesome integration, and let us know what you think!

 

 

Next generation banking a reality

Over the past year or so we’ve been working on our vision for next generation banking. We’ve spoken about this a number of times before – but now, thanks to our friends at ASB and TSB Bank, it’s a reality.

Accounting software and internet banking should be complementary. Think about it – at its heart, Xero accounting software is about financial awareness, insight, and decision-making. Internet banking is about taking financial action and managing your money. It makes sense that the two go hand-in-hand.

With customer consent, data could flow between the two worlds – making each product that much more useful. Transactional data comes into Xero from the bank, where it’s processed and reconciled. If a customer wishes, financial data could be passed back to the bank for a variety of services: for payments; for a loan application; or for sign-up to additional services.

The video shows some of the outcomes of our next generation banking work, illustrated through our integration with ASB. Data can be sent to Xero quickly and easily and payment instructions can be pushed back to the bank for authorisation. In the old world you would manually download data and upload into Xero, or at best, complete a paper application form and send to us for processing. With this approach, your feeds are set up instantly and securely. Similarly, there’s no batch payment files to be downloaded and uploaded into internet banking – they’re sent through frictionlessly.

Watch Steve Jurkovich from ASB talking at Xerocon Auckland 2014 about how the cloud is changing banking and how ASB is embracing new opportunities through its work with Xero.

Banks are conservative organisations, and so they should be – after all, they’re handling your money. But a great deal of innovation for banks comes through collaboration. It would be very difficult for any bank to meet all the needs of its diverse population of customers with the vast plurality of products that would be required. They can’t possibly replicate all the Mints, the Billguards, the SigFigs, the Bill.coms, the Expensifys, the Dwollas, and the hundreds of other services out there that have blossomed throughout the fintech ecosystem  that people have come to rely on. Safe and secure collaboration with established partners like Xero acts as a multiplier or an accelerator to a bank’s desirability to its customers.

Watch out for more banks introducing support for next generation banking soon. Or maybe consider switching to one that already does. The future is bright for those that have.

UPDATE:  If you’re a FastNet Business customer who’s already set up feeds by sending in a paper form, you can still activate direct payment link.  Find the Accounting Setup section in FastNet Business under Administration > Client, and select ‘Automatically Import Payments’ against the accounts you want to make payments from. Follow the process to connect up the feeds, and the next time you create a batch payment file, it will automatically be sent to FastNet Business. Easy.

What people are saying about next generation banking

And it works. Here’s what people are saying about this new generation of banking:

 

Guest blog: Why my business accepts bitcoin and why yours should too

Guest blog by Ryan Lazanis, CPA, CA of Xen Accounting, Montreal

bitcoin accepted here

Bitcoin is a pretty hot topic right now, and for some, it’s a bit mysterious and controversial. How can we have a global virtual currency that’s completely decentralized and completely unregulated? A type of money that isn’t controlled or regulated by any bank or government is enough to make some people uneasy, that is until you learn more about what bitcoin is and how it works. It’s one of the smartest, most forward-thinking innovations of our generation, and it might just reshape the way we do business.

What is bitcoin?

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January self-assessment for accountants: process, systems and cloud benefits

The start of the year is a busy time for UK accountancy practices. The deadline for self-assessment means that January can be a pretty hectic month, and when you’re busy it really focuses attention on how efficient (or otherwise) your processes and systems are.

With this in mind, we got together with AccountingWEB to ask a sample of 1,100 accountants how the 2014 self-assessment period was for them this year.

UK accountants' self-assessment infographic

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Switching from MYOB to Xero in Australia is free and easy

During our February Roadshow, we announced we were offering free conversions from MYOB to Xero for Bronze and above certified partners. It was a well-received announcement – the room erupted into applause! We know that one of the biggest obstacles our partners have in moving their clients over to Xero are conversions, so we wanted to provide them with a service that would be easy, automated, and best of all, free.

We are happy to announce that for applicable partners in Australia free conversions from MYOB  to Xero started today. Jet Convert has managed thousands of conversions and is ready to scale with its automated service. Hear from Alexander and the team at Jet Convert on our conversions page and start moving clients on to Xero today.

 

Files on the run

Xero Touch for iOS has now been updated to give you access to your files from your mobile device.

Xero Files using Xero Touch for iOS

Files for Xero was released back in October and was a game changer, allowing you to attach source documents to transactions. This gives you a full picture of your financial data and supporting materials all in one place.

Now you can upload images to your Xero Files inbox from your iOS mobile device, whenever and wherever you are. You can upload photos of receipts, assets, locations and people to Xero, and they’re just the more obvious uses; we have no doubt you’ll be able to think of numerous other ways to take advantage of this capability!

Not only can images be captured and uploaded to your files inbox for later, you can also use your iOS device to review any files that are in your inbox, too.

The latest version of Xero Touch for iOS including files is available in the App Store. A brand-new version of Xero Touch for Android was released last month and Android support for files is already in development.

 

Working with Xero and Workpapers – taking back control of your compliance

Helping accountancy practices really add value for their clients is what we’re all about at Xero. We’ve even put together our own Practice Studio suite which includes Workpapers, a software package which make your compliance process faster, easier and smarter. And less time spent on process-heavy compliance means more time to collaborate with your clients on important year-end issues.

We caught up recently with Ian Woollard, Director at Pearson Buchholz, to find out how working with Xero and Workpapers has transformed their compliance and quality assurance processes – and allowed them to bring additional value to their client conversations. Ian’s been using Xero since 2010, when clients initially started requesting cloud-based solutions for their accounting needs.

Ian Woollard from Pearson Buchholz

Ian Woollard from Pearson Buchholz

Pulling your data from Xero into Workpapers

Ian’s keen to underline Xero’s ability to produce tailored management accounting reports for clients, as well as the secure nature of Xero’s data – a deciding factor when the firm wanted a system that provided the comfort around data that was needed for their business. But it’s the synergy between Xero and Workpapers that has really made a difference for Pearson Buchholz.

“What Workpapers does is allow us to suck the data we need out of Xero. For us, it’s a great tool and it’s a great time-saver.

Before we used Workpapers we were producing a manual file for each client for review purposes, which was a time-consuming process. What Workpapers allows us to do is stop re-processing the client’s data to create working papers for review processes. That data is already there in Xero and can be pulled across straight into Workpapers.”

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Digital innovation in action on the Sunshine Coast

I was recently invited by the Caloundra Chamber of Commerce & Industry in Queensland to speak on ‘Digital Innovation in Action’.

Digital innovation in action

The Sunshine Coast is a great example of a regional community seeking ways to encourage local business owners to improve productivity by embracing the latest technologies. In opening the breakfast, Michael Shadforth, President of the Caloundra Chamber of Commerce, spoke about the need for businesses to understand and embrace opportunities offered by cloud technologies like Xero in order to improve business efficiencies and lower the costs of running IT.

A local businessmen himself, Michael is clearly passionate about seeing business flourish in the area and sees local innovation as a great way of preventing the “brain drain” of young talent moving to the cities to pursue job opportunities. As a result he was particularly taken with my story of an Adelaide Bookkeeper who made the move to the Sunshine Coast for lifestyle reasons and was able to keep all her clients as a result of using Xero.

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New features in Xero Workpapers

We’re excited to release an update to Xero Workpapers, a core part of Practice Studio, our suite of tools designed to help our accountant and bookkeeper partners take control of their workflow.

This release is a milestone for us, as it’s the last stage of the handover from the original Workpapers team who created the product and grew it so well since the acquisition by Xero back in 2012.

This is our chance to offer a huge thank you to Julie and Richard Francis for all the visionary thinking and hard work that has gone into a product that is revolutionising the way its users get their work done. The new team has some big shoes to fill!

The Workpapers team in our Auckland office is growing, and we have some exciting things planned for 2014, but here’s what’s new today:

Xero Workpapers feature update

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