Xero Updates: September/October

The past couple of months have seen plenty of new updates to Xero! We provide a free subscription to Xero for all of our accounting clients, so it’s worth keeping up to date with.

We’ve compiled the latest updates for UK users for you.

Expense claims in Xero Me

Empower your employees to access and update their information on the go with the Xero Me app, for any business that uses Xero Payroll. Staff can submit timesheets, manage leave requests, check their payslips and more. The app will also include all the functionality of Xero Expenses too so everything can be done in one place.

Tailor ‘Account Transactions’ reports

Enhancements to ‘Account Transactions’ reports reduce the manual work needed to pull and organise data. You can exclude archived accounts, show opening balances and it also shows accounts with no transactions in a specific period.

Search bank rules

You can now search for specific bank rules so you can easily find, update, remove or review it. Once set up, your bank rules will categorise transactions that occur on a regular basis.

Use Square & Xero to manage payments with ease

The new Square & Xero integration gives you the ability to easily reconcile your Square sales in Xero, capture point-of-sale transactions and accept Square payments on Xero invoices.

You’ll need to make sure you switch to the new integration by the 30th November 2021 to ensure your data flows uninterrupted.

Expand your ways to pay with Google Pay & Stripe

When you add Stripe as an online payment service to your Xero invoice, there will now be the option to pay with any credit or debit card saved to their Google account.

Show and hide invoice fields based on your preferences

Xero has redesigned their invoice table in new invoicing to show more fields at a glance and allow you to control which fields are shown when creating or editing.

Better visibility of your contacts

It is now easier to search for customer and supplier contact information from the list view page with the newly refreshed design update. This is the first step in changing your contacts from simply an address book to a dynamic tool.

Watch the video on Contacts in Xero.

Reconcile fees to get more from bank reconciliation

You can now reconcile fees as part of your bank reconciliation process. Filter by, search for and match both money spent and received transactions from ‘Find and Match’ in the Xero Accounting App.

Add folders to quotes in WorkflowMax

Adding folders to quotes in WorkflowMax is a game-changer for any business that does work made up of many deliverables. Group costs and tasks together in your quotes to achieve a better view of the gross margin and profit percentages of each job or project phase.