Brought to you by

Sniper release: little features, big impact

Posted 6 years ago in Advisors by Andrew Tokeley
Posted by Andrew Tokeley

Back in May, we released some big stuff, like payroll in Australia and checks for the USA. We’ve also got some big stuff in the pipeline well through development and coming soon – like remittance advices and multiple budgets. But we live by the phrase “release early, release often,” so today the Sniper team are releasing some improvements.

From tweaks to My Xero to cash basis P&L (Income Statement) and Balance Sheet reports, this release is full of little things that you’ve been asking for and that can make a big difference.

My Xero
We’ve upgraded My Xero to help the increasingly large number of accountants and bookkeepers who have lots of clients on Xero. These upgrades help our Partners:

  • Enjoy better performance. The organization list loads independently to the rest of the dashboard making the whole page load faster.
  • Search for organizations more efficiently. Searching for an organization now gives you access to functions like billing information as well as being able to go straight to their accounts.

Also, keep an eye out for the style changes we’ve implemented across the entire application.

My Xero Home Screen

Xero Business
We’ve added a few things to speed up some common day to day tasks;

  • Added “favorite” functionality to the general settings menu, so you can give yourself fast access to the settings you use most frequently.
  • Smarter memorization logic on the bank reconciliation screen. Makes bank reconciliation faster for everyone, but it’ll be especially helpful if you reconcile lots of transactions.
  • Approving lots of invoices is now faster. When you approve an invoice, you can be automatically taken to the next invoice in the list, great if you’re responsible for approving a number of invoices in one go.

New “favorite” feature in the general settings menu

We’ve also added a cash basis option to the P&L (Income Statement) and Balance Sheet reports. Our US customers have been asking for this, but it’s relevant for anyone who wants a cash only view of their business.

Businesses have lots of data, so we do everything to help move that data to Xero from other systems. This makes it easier for business owners to start using Xero and helps our Partners convert clients to Xero. Today we’ve added two things to make the conversion process easier:

  • Tracking categories on fixed asset imports, which is handy when an asset is spread across multiple categories.
  • Balances on the Chart of Accounts import, saving you precious time entering this in separately.

To find out what else we’ve been up to, head on over to the release notes.


James Riddell
July 16, 2012 at 10.15 am

Great – Thanks.
Are you able to give detail on the memorization logic on the bank reconciliation? Does it remember the Payee name now?

Noel Roberts
July 16, 2012 at 10.49 am

That’s great news but when are we going to see combined Invoice/Statements like Xero itself uses when invoicing clients?

Gary Robinson
July 16, 2012 at 10.58 am

Disappointing that remittance still haven’t been completed. It’s been coming soon since your 23/11/11 release.

Andrew Tokeley
July 16, 2012 at 11.08 am

@James, the changes we made to bank reconciliation were centered around making it faster – the functionality is the same.

Payee information is remembered for our partner bank feeds – but if you’re using a Yodlee powered feed then the payee information is generally contained within the reference fields, along with other information, so can’t easily be used to trigger memorization.

Andrew Tokeley
July 16, 2012 at 11.13 am

@Gary – yep, I hear you and I’ll be glad to announce its arrival! Without wishing to jinx it – we are now officially in our formal test phase and it’s locked into the next release.

Warren Shepherd
July 16, 2012 at 1.59 pm

“Remittance Advice” is always under the “Coming Soon” heading on the last few sets of release notes – is it ever going to actually show up? I would have thought this was more important than some of the other stuff coming through.

Warren Shepherd
July 16, 2012 at 2.01 pm

Actually scratch my comment above if you like Mr Moderator – just seen it’s been asked and answered above me. Good to hear something is happening!

Elizabeth Salter
July 16, 2012 at 5.15 pm

Some great “little” features in there. I’m especially loving the tracking codes on fixed assets. That really helps alot with some of the clients I setup.
I’m also finding the cash P&L helpful for certain reporting.

I’m eagerly anticipating the remittance advices. Great to know you are almost there. 🙂

David Kime
July 16, 2012 at 8.11 pm

Had my fingers crossed that EC sales lists and Intrastat was going to be released. Even held off my clients reports just in case, but looks like I still have several hours of work I can bill for a while yet.

Philip Bridgen
July 17, 2012 at 5.58 pm

These are all useful improvements that benefit users, especially Xero Accountants. However, why are American spellings like “Favorite” and “Organization” creeping in? Xero is a proud New Zealand company, started here and prospering worldwide from here. Let’s stick with proper spelling!

Rod Drury
July 17, 2012 at 9.47 pm

@Philip, by design – we want to win in the USA. Over time we’ll add language switching but for right now we have to move any objections for the USA market.

Sorry to offend your eyes. The work Checks offends me deeply as well.

Peter Spencer
July 18, 2012 at 3.11 am

Thanks for these improvements. In the “Coming Soon” section you have “Online Invoicing” listed. What does this mean exactly? Ta very much.

July 18, 2012 at 12.58 pm

I feel that policy is a shame, Rod. It feels false, and that’s far more likely to be pivotal for your brand perception than spelling cheques correctly!

July 18, 2012 at 2.30 pm

Totally agree that the localisation policy is a shame.

July 19, 2012 at 11.13 am

I agree with the above comments. Philip’s original point that “Xero is a proud New Zealand company” is met with Rod’s response that boils down to “ssshhhhh, don’t let the Americans hear that”.

Rod Drury
July 19, 2012 at 12.56 pm

Sorry boys commercial reality. Buy some shares and enjoy.

But point taken, we do want to do better with language but for now I’ll greet you with hi y’all and a cowboy hat if it gets us customers 🙂

Charles Klvana
July 19, 2012 at 5.53 pm

Personally, I’m not liking the new organisation listing. At least before it had the live filter when we started typing the organisation name into the search box. Now we need to go to the organisations tab, for that same live filter, but of course, MY XERO is the default page… sign.
Also it seems like there’s something slightly broken in the FIND & MATCH screen, with the amounts for invoices/transactions appearing on a seperate line from the date & invoice number?

Rod Drury
July 20, 2012 at 11.09 am

Checked a bit more on the language thing. Inside the Xero applications we are doing variants of English so cater for Checks and Cheques depending on what country your company is in. It is straight forward to do that in an application. On the blog, where we use WordPress, there is only one version and it’s not easy to do word substitution.

July 20, 2012 at 1.23 pm

Here’s a sniper idea then Rod: add the ability to buy Xero shares directly in to the app!

August 10, 2012 at 12.24 am

Hey Rod, whats your India strategy? Back in India I was helping a Kiwi company with Xero. I also demonstrated the product to few CAs and they liked it. I am happy to discuss a go-to-market for India whenever you are in Auckland. Keep up the good work!

August 17, 2012 at 2.41 pm

I’m an American and I don’t care if you spell checks cheques. All I care is that Xero rocks!

dixon zhai
August 27, 2012 at 3.29 pm

Hi, can you please include customer note/history import by CSV file? We have notes for all customers in quickbook but cannot import to Customer list in Xero. please help.

August 29, 2012 at 4.27 pm

Guys, new to the Xero software and unsyure if we are missing something but can we not add signatures to our invoices when sending? All we can see is manual input rather than a signed ‘designed’ company template.

December 13, 2013 at 8.54 am

Just reconciling some accounts – and here’s a little change that would save me lots of little clicks…

If you suggest a match in the bank rec, and I click ‘6 Other Possible Matches Found’ I suggest it’s likely that the original Xero suggestion is wrong. Could it be unticked automatically at that point? Otherwise when I click the right suggestion the match box goes from green to blue, and I have to go and until one of the two selected transations – which both need reading as I’m not sure what the sort order is.

Just a thought!

Heather Smith
June 26, 2014 at 2.50 pm

a notes field in the EMPLOYEE section would be useful

Heather Smith
June 26, 2014 at 2.51 pm

agree with Nigels last comment – unticking at that pint would stop confusion.

Leave a reply

Your email address will not be published. Required fields are marked *