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Xero Global Release Update June 2018

Posted 2 weeks ago in Product by Ann-Lisa Niemann

Check out the latest updates for small businesses and partners, plus a peek at what’s coming out soon. Don’t forget, Xero changes and release updates can be found in Xero Central, or check out the release timeline for some of the more significant releases.

Recently released

  • New Trial Balance report in V2

Xero Payroll

  • Employee Data Export (UK)

Xero Expenses

  • Flexible user permissions
  • Assign a customer to an expense

Mobile

  • Bill payments, view submitted bills and bill details on mobile
  • Convert quote to an invoice on mobile
  • Enhanced contact search on mobile
  • Convert quote to an invoice on mobile

Xero Projects

  • Dummy project data in Demo Company
  • Detailed Time Report
  • Staff Time Overview

Coming soon

  • Payroll – Payslip encryption (UK)
  • Send file attachments on email from mobile

Released

New Trial Balance report

Available globally within all Xero organisations this new report brings all the functionality of the newer Xero reporting framework along with a number of great additions such as comparative periods, filtering by tracking categories and a cash basis view. Learn more on the blog.

Xero Payroll

Employee Data Export (UK)

With this recent update in line with a GDPR requirement, it is now easy for employers to provide any personal data they hold in Xero on an employee, when a current or previous employee requests this information.

Xero Expenses

Flexible user permissions

Now business owners, admins and their advisors can have more flexibility, and control over the expense claims process by setting the level of access and actions staff can perform, to keep sensitive information and boost efficiency. Chose who can view, submit, approve or pay expense claims, with the ability to submit on behalf of someone else. See Xero Central for details.

Assign an expense to a customer

Now small businesses can assign billable expenses to customers and projects, on web, iOS and Android to easily see what expenses can be recovered and get a better picture of cash flow. Learn more.

Mobile

Bill payments, view submitted bills and bill details on mobile

With this mobile release, you’re able to manage even more of your spendings on your mobile. This latest functionality allows you to view any bills that are awaiting approval, view the detail of multi-line bills, and mark a bill as paid.

Convert quote to an invoice on mobile

The final step in your quotes workflow is now complete on mobile. You’re now able to convert an accepted quote into an invoice; allowing you to create the invoice easily from the quote and get payments underway quicker.

Enhanced contact search on mobile

With this release, you can now search for a contact by email or the primary contact name as well as the contact name or account number. This way it’s much easier to find a contact when you want to add one to an invoice or quote.

Xero Projects

Dummy project data in Demo Company

Partners, and small businesses can experience and demonstrate how the Xero Projects web and mobile apps work quickly and easily with dummy projects in the Projects Demo Company. Data includes project, tasks, time and linked expenses. Just head to the Demo Company on web, or the “Try Projects for free” option on the iOS and Android apps (note: if you’re already a Xero Projects app user, you’ll need to logout first).

Detailed Time report

Now small business owners and managers using Xero Projects can see exactly how their team’s time is being spent on each project and what proportion is chargeable with the Xero Projects Detailed Time Report.

See all the details you need including when the time or cost was recorded; whether it is chargeable or chargable; and much more all using the new Xero report formats for ultimate flexibility. Learn more.

Staff Time Overview

Business owners and managers who have staff tracking their time on projects in Xero can a get view of staff time across all projects/clients or for a certain time period with the Staff Performance Explorer in Xero Projects. Learn more.

Coming soon

File attachments on email from mobile

Service based businesses will appreciate this one! Soon, small businesses can send file attachments with their invoices on mobile. For many it is a must to include supporting documentation with invoices such as before and after photos or receipts for materials. With this upcoming release, you’ll be able to do just that.

Payroll – Payslip encryption (UK)

In line with a GDPR requirement, we are soon enforcing password protected payslips when sending it through email.

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