13 february
Bulk invoice reminders to improve the current workflow and save time when turning one or more invoice reminders on (or off).
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We’re always working on new ways to make business easier for our customers and Partners. Here’s some of our favorite improvements and innovations from the past few years:
Bulk invoice reminders to improve the current workflow and save time when turning one or more invoice reminders on (or off).
Android version of WorkflowMax / Xero Practice Manager is now available.
Preview invoices before you send for payment and share a link to the online invoice to get paid easier.
View the value of your employees' leave liability as at a specific date.
New Zealand
Stripe online payments now available in Ireland, Hong Kong, New Zealand and Singapore.
Access the Partner Toolkit globally under Education & Tools in Xero Partner Edition.
28 February 2007
The account transactions running balance will let them know their cash position on the Account Transactions page.
Find a Xero certified advisor near you with the 'Hey Xero' Facebook Messenger bot
Helping connect Xero-certified partners with small businesses searching for an advisor.
Pay invoices directly on your phone with Apple Pay.
View detailed quotes on Android for Xero
Designed to improve your visibility of information and tasks across all of your Xero clients.
Get insights across your clients for the apps they use and the industries they operate in.
See and maintain your entire list of clients in the Xero HQ client tab.
New look and feel for the main Xero Dashboard making it faster to load and easier to read.
Accept electronic signatures for tax returns from Xero Practice Manager.
New Zealand
Report for a specific contact detailing all spend and receive money transactions.
Report for a specific contact detailing all receivable transactions. Option to include prepayments.
Report for a specific contact summarising receivables, payables and cash transactions.
Report for a specific contact detailing all payable transactions. Option to display prepayments.
New mobile invoicing and support for contact and invoice defaults.
Ability to add your own tracking columns to new financial reports using the layout editor
search for organisations from the My Xero screen in Xero for Android
Manage PayPal and Stripe transaction fees automatically
Ability to show annual leave available to take in advance and auto calculation of annual leave entitlements.
New Zealand
Improved report editor with the ability to add custom date, budget and formula columns.
Ability to search, favourite new reports and save multiple custom versions of a report to the new Custom tab.
File GST and provisional income tax return online directly with the IRD.
New Zealand
Export a list of uncoded statement lines across bank accounts for clients to work with offline.
New reports: Employee remuneration, employee contact details, annual earnings certificates, leave balances and requests.
New Zealand
Search across the key fields and results appear quickly.
Fingerprint login for Xero for Android to keep your information more secure.
Report filters are great for small business owners who need to monitor and focus on specific areas in their growing business.
Allows advisors to monitor the integrity of financial data in Xero.
See live email from Office 365 in Xero, giving a full view of your relationship.
Timesheets on your mobile, with our latest update within Xero Me (payroll App).
Mobile app for payroll for leave/time off requests and viewing pay history.
One click set up and more payment options allow businesses to get paid faster.
28 February 2007
Helping small businesses better connect with their customers to help drive decision-making.
See live email in Xero to keep on top of your relationships.
Helping small businesses understand the cash flowing in and out of their business.
Xero uses two-step authentication to provide an additional level of security when logging in.
Get to the information you want in Xero with powerful search and rapid navigation.
Xero reminds your customers if invoices are overdue so you don't have to.
A new credits-based approach to maintain Certified Adviser status through actively engaging with content throughout the year.
Revolutionises compliance and management reporting through a world-class reporting engine
Makes it easy to record and invoice costs that need to be passed on to your customers.
Save time by copying invoices or merging invoices into a single invoice.
Providing a fast way to reconcile transactions in bulk while helping to increase accuracy.
Four reports added to help with managing accounts receivable and accounts payable.
Makes it easy to how your business is performing or to collaborate with your advisor.
The no effort way of being notified about bank feed updates on your iPhone, iPad or Apple Watch.
Making it easy for advisors to find and recode transaction items for year-end clean up.
Workpapers gets a new look and tighter integration with Xero and Practice Manager.
Track the value of your inventory and improve stock control.
Helps small businesses send quotes online, driving faster, more timely decision-making.
Makes entering transactions easy: see your files on-screen alongside the record you want to update.
Revolutionises compliance and management reporting through a world-class reporting engine.
Use our native iPad app to manage your business while you’re on the move.
Calculate the payroll, pay staff and report your payroll information to the Inland Revenue.
New Zealand
Makes it easy to stay on top of what's new, what's important and what you need to know.
Quotes helps small businesses streamline their sales processes.
28 February 2007
Save time by setting up repeating journals that are created automatically based on the schedule you specify.
Updated Movements in Equity report shows the change in your organization's net worth over the financial year.
You have the option to invite Xero into your organization or practice when you ask for help from within Xero.
Balance Sheet Report now more flexible, using new reporting framework.
Education hub that helps you learn what you need to be successful.
You can now add files to an inventory item to store additional information about it.
Core Profit & Loss report updated to use new reporting framework delivering greater flexibility.
Time saver: Ideal for customers paying by check/cheque or paying multiple invoices at once.
Displays your organization's capital gains, depreciation recovered and losses on disposal of fixed assets.
Workpapers now available globally.
Unlock your Xero data to drive customer communications.
Powerful software to help you manage jobs, processes and time at your practice.
Better management of your compilation workflow.
Integration of banking services and data with Xero.
Ability to add to, and access, Files from your iOS device.
Promote yourself and your business, and connect with customers, through Xero.
For Accountants & Bookkeepers
Native version of Xero Touch for Android, with improved performance and familiar user interface.
28 February 2007
Create purchase orders, send them to suppliers, and raise them as bills or invoices.
Updated GST return with a new interface and better workflow.
New Zealand
Attach files to transactions so all your financial information is in one place.
Enter calculations into data entry fields and let the inbuilt calculator work out the answer.
Invoice-only role can enter just sales or just purchases.
Run a report that shows all history and notes.
Partners can sort clients into groups, making them easier to find and allocate to staff.
For Accountants & Bookkeepers
Added new payment services, giving users' customers more ways to pay online invoices.
28 February 2007
New dashboards for Sales and Purchases to improve cash flow visibility.
Create customized email templates to send invoices out faster.
Produce and send a statement that shows all outstanding activity for a customer.
Set default payment terms in Settings then customize them when creating invoices.
Change an organization's subscriber from within Xero.
Create report schedule templates to include in Report Packs.
For Accountants & Bookkeepers
Share invoices online with customers so they can pay you immediately through payment services.
Send remittances to your customers, including previous history of payments and credit notes.
Create multiple budgets for different scenarios and by tracking category.
View individual bank transactions in Xero Touch.
Report Fields let you insert merge fields to Report Packs that pull through specific client or practice information for each report.
For Accountants & Bookkeepers
Add discounts to Sales invoices by line item or set default discount rates for specific contacts.
Ask a question, share a business tip or make a feature request in Xero Community.
28 February 2007
Account for and manage likely refunds, as well as payments received ahead of invoices being created.
Create report templates to share across your practice so you don’t have to build reports from scratch every time.
New Zealand
For Accountants & Bookkeepers
Xero on your smartphone.
Documents, like scanned images and PDFs, can be attached to any AP invoice or expense claim receipt.
Start typing an address and Xero looks it up and finishes it for you.
New Zealand
Basic functionality to allow users to account for payroll data.
2000+ new Yodlee feeds introduced all over the world.
28 February 2007
Control the layout of your invoices, statements and credit notes with Microsoft Word templates in Xero.
Yodlee feeds introduced for Australia and the UK.
Track inventory movement in your business by selecting Inventory Items on AP invoices and credit notes.
Ledger Plan for accountants who only want to do end-of-year reporting.
For Accountants & Bookkeepers
Customize invoices and statements.
Create customized rules so Xero can categorize bank transactions for you.
28 February 2007
Create an internet banking payment file to batch pay Accounts Payable invoices.
Accountants can manage which staff members can access which client organizations from My Xero.
For Accountants & Bookkeepers
Cash Coding lets you quickly code and reconcile big groups of transactions at once.
Transactions can be downloaded automatically into Xero from PayPal.
Raise invoices and do banking in any of the 160 currencies supported in Xero.
Manage and account for depreciation for fixed assets.
28 February 2007
Xero for everyone without a country-specific edition.
Receive online payments from your customers via PayPal.
Contact Groups allow you to group together of customers and suppliers for invoicing.
Updates to MyXero. Made it faster for accountants to add new organizations.
For Accountants & Bookkeepers
Limited role with access to bank transactions and expense claims.
For Accountants & Bookkeepers
All major direct feeds implemented for NZ – Kiwibank, ANZ, Westpac, BNZ, National Bank, and TSB.
New Zealand
Control how accounts are displayed and grouped on Balance Sheet and P&L reports.
Provisional tax payments on your GST Return.
New Zealand
Export reports to Google Docs.
View a list of all customers who owe money and create statements for them.
Enter comparative balances to include in reports.
Connect to online services to send and receive data, saving you time by avoiding the need for data entry.
Track the performance of specific areas in your business on your P & L.
28 February 2007
Access any information you need to use Xero.
Add a credit note to reverse all or part of an unpaid invoice.
Match transactions from your bank statement with matching transactions in Xero.
List of all expense claims that are ready for payment and when they need to be paid.
Repeating transactions for invoices you receive or send on a regular basis.
Look at all your Xero organizations and manage your billing from one place.
Setup, edit and view billing details.
Enter your budget information. Budget Variance report makes it possible to perform regular variance reporting against actuals.
Post manual journals.
For Accountants & Bookkeepers
Generate and view interactive reports based on real-time information.
ASB is the first direct bank feed for NZ.
New Zealand
28 February 2007
We’re live! Laying the groundwork with starting balances, editable bank accounts and bank transactions, default invoice text, GST returns and invoicing for both accounts payable and receivable.