Xero Product Updates - October 2023

8 Nov

all the best updates to xero

Please find below our round-up of Xero Product Updates - hot off the press!

A relatively short one this time, after what was a pretty busy summer of product updates & releases following the retirement of old reports.

We think there may be some bigger updates on the horizon, possibly around the way in which we can all pay our bills, but it's a case of watching this space for news - which we expect will now be in the new year.

Strap yourself in & let’s get going! 🙂

🚀 CORE XERO:

Bank Reconciliation - the bank reconciliation screen will now suggest contacts (on the right hand side) who are not yet on your contacts list

Analytics Plus - Predictions are now available to all users of this feature. Analytics Plus also uses recurring invoices and bills to predict upcoming invoices and bills (to improve accuracy of predictions going forward).

Short Term Cashflow - Xero have added a search bar to the projection breakdown in the dashboard, so you can quickly filter the list of transactions.
Check it out here - https://central.xero.com/s/article/Short-term-cash-flow

Business Snapshot - this is now more flexible, you can now exclude bank accounts with non-cash balances.

🚀 BANK FEEDS (UK):

The American Express bank feed has been migrated to the new API feed.

🚀 REPORTING:

You can now customise columns on the Contact overview page (using the "reports" drop down button), so you can easily see how much is owed and overdue.

You can now access a list of all paid and unpaid invoices directly from Aged reports by clicking a contactʼs name.

🚀 XERO MOBILE APP:

Improvements have been made to the Profit & Loss section on mobile app, so you can now choose from lots more date ranges.

If you aren't using the Xero mobile app, or haven't used it for a while, it's definitely worth checking out - we use it daily for our own reconciling!

🚀 XERO PAYROLL:

You can now download up to 15 payslips in bulk, filtering payslips by custom dates and downloading as a single PDF copy.

You can now use the Transaction Listing Details report to get a detailed breakdown of payroll transactions for each employee.

🚀 NO UPDATES TO REPORT::

There haven't been any product updates this time round on the following:

Xero Expenses
Xero Me
Xero Projects
Hubdoc

🚀 Other resources:

As well as our own Blog, there are also other resources of info available:

You can check out the full list of Xero add-ons here.

Xero’s dedicated Small Business Insights blog here.

need help with xero?

When your Xero is set up in the best possible way, you quickly start to see the powerful benefits!

If you’d like our help with Xero, please get in touch here.

Happy Xero-ing folks!

Hayley Bradshaw