Brought to you by

New release: Cheques in Canada and Quotes improvements

Posted 5 years ago in Advisors by
Posted by

Today’s release delivers a collection of improvements to Xero. For the first time we’re delivering a feature for a country other than the US, UK, Australia or New Zealand: support for Cheques in Canada.

Here’s a quick update on what’s new in Xero this release.

Support for Cheques in Canada

We’ve provided support for US Checks for a long time, but with this release we move north. We’re delighted that small businesses in Canada can now account for cheque payments in Xero.

Cheques can be made on any outgoings from a business – everything from paying bills to refunding credit notes. After recording the payment you can style and print the cheque – even use your own chequebook or cheque printing software.

Improvements to Quotes

Following our release of Quotes, we’ve made a few more updates to improve how quotes are embedded in Xero. These include:

  • Quickly create a quote or purchase order from within a contact’s record. A small but useful improvement, making it more efficient to keep your business moving. You can now quickly create a quote or purchase order while you’re in a contact’s record. Look up a contact, click ‘New’, and you can now create a new quote or PO just as you can for other items.
  • Set a default expiry date for your quotes. If you usually send out quotes with the same expiry period, you can now set up a default quote expiry date which will automatically populate when you create a quote. You can override this if you need to when you create a quote.

quote expiry date
  • Enhanced auto-completer for purchase orders and quotes. As well as contact name, you can now search across primary person and email address.

‘Transfer and add another’

Do you make a lot of transfers between bank accounts – perhaps for paying many credit cards? It’s now faster to add multiple transfers.

Transfer and add another

There are some big releases around the corner; we can’t wait to tell you about them. In the meantime, you can find out about today’s release in our release notes.

5 comments

Earl Rudolfo
March 4, 2015 at 2.50 am

Wow, what a pleasant surprise – Support for Cheques in Canada. Finally! Thank you, Xero team. Feels so good to check this one off my Xero wish list. For me and maybe other Canucks, this has been a long awaited/anticipated feature. Was starting to think that Xero didn’t like the Great White North as much as it did our neighbors to the south – 🙂

Can’t wait to try it! So excited so see what’s next that I can check off my Xero wish list.

Earl Rudolfo
March 4, 2015 at 3.01 am

P.S. – Also nice to see the Cdn. spelling – “Cheques” -:)

Fred Blauer
March 4, 2015 at 4.46 am

Great stuff! Thanks

Allan Fefergrad
March 4, 2015 at 2.30 pm

I know several of my clients are quite excited about finally being able to print cheques in Canada. Woohoo!

Annelise Taylor
October 17, 2015 at 7.13 am

The date format is still a problem for Canadians we need numeric mm-dd-year format. Most cheque samples in Canada have this as it is a financial institution requirement since 2008. Even if we had the option to choose the date format, that would go a long way to the overall usefulness of the cheque printing option.

Leave a reply

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