It was nice to showcase our plans for new instruments and options at Xerocon New Orleans final month. Whereas we have been busy connecting with our companions, Xero groups around the globe have been enhancing the options on our platform. Right here’s an summary of the options we’ve launched prior to now month, and people which might be coming quickly.
New options
Discover the precise doc pack extra simply — World
We’ve improved the search performance in doc packs. It now surfaces outcomes based mostly on what the search ‘accommodates’ moderately than what it ‘begins with’, so you will discover the doc pack you want with out remembering the precise title. It’s also possible to type by the date it was created or despatched, and bookmark the distinctive URL of every seek for easy accessibility in a while.
Make changes within the Xero Accounting app — World
Generally, there’s a discrepancy between what’s obtained from the financial institution and the quantity on the shopper’s invoice or bill. To resolve this, you could like so as to add an adjustment to the transaction to write down off the distinction. We’re now supplying you with two methods to make changes within the Xero Accounting app: financial institution charges and minor changes.
Get pleasure from new options in Xero reviews — World
We’re persevering with to roll out new reporting options in Xero. Right here’s what you possibly can anticipate now and within the weeks forward:
- As a result of constructive response from prospects around the globe, we’ve prolonged sticky headers and rows to all new reviews in Xero
- The brand new Account Abstract report has been launched to all prospects. It’s accessible from the report centre, and can quickly be accessible as a drilldown from the watchlist on the principle dashboard
- We’re extending our US pilot that features a chart within the Bills by Contact report, to all prospects globally within the weeks forward
- We’ve added ‘Credit score Restrict’ and ‘Out there Credit score’ as non-obligatory fields within the Aged Receivables Abstract report, along with a brand new widespread format within the facet panel (US solely)
- We’ve added a ‘contact group’ discipline to the Account Transactions report, in addition to some new widespread codecs for deeper evaluation of knowledge (US solely however coming quickly to extra areas).
Replace worker data in Xero Payroll — Australia
To ensure your worker data are compliant with Single Contact Payroll (STP) Part 2, we’ve up to date the worker checklist in Xero Payroll. The brand new checklist makes it simple to see if any worker data want updating for STP. In the event that they do, you’ll have the ability to click on by means of to our new transition instrument so as to add the data required. The brand new checklist and transition instrument shall be rolled out to all Xero Payroll admins within the weeks forward.
Add new earnings varieties to payslips in Xero Payroll — Australia
From January 2023, you’ll have to report parental go away and employees’ compensation individually in Xero Payroll. These go away varieties can now be added to workers’ pay template and payslip. When they’re used for workers, the quantities shall be appropriately categorized so you’ll be compliant when STP Part 2 is up and working.
See modifications to worker data in Xero Payroll — Australia
One in every of our most extremely requested product updates is now reside in Xero Payroll: payroll historical past. The primary part of this characteristic is offered in worker data. It gives an easy-to-access audit path of modifications made inside Xero by a small enterprise proprietor, advisor or app companion. This helps you perceive, observe, handle and troubleshoot modifications to worker particulars.
Rollover and merge pre-populated information in Xero Tax — New Zealand
While you create a brand new tax return in your shoppers, the prior yr return’s worksheet entries will now be rolled ahead and mechanically merged with pre-populated information from the IRD. It will aid you save time, make sure you don’t miss any earnings, and cut back the chance of knowledge entry errors. Any objects that don’t merge are left so that you can edit or delete.
Arrange workers extra confidently in Xero Payroll — UK
We’ve improved the way in which you arrange workers and off-payroll employees (contractors) in Xero Payroll. Updates embrace a refreshed design, hyperlinks to Xero Central articles all through the worker set-up expertise, up to date content material and labels, in addition to new set-up completion notifications, so you recognize once you’re prepared to incorporate workers in a pay run.
Use GoCardless Prompt Financial institution Pay to gather one-off funds — UK
Prompt Financial institution Pay is a brand new open banking characteristic immediately built-in into the GoCardless international fee platform. With Prompt Financial institution Pay, you possibly can obtain prompt, one-off financial institution funds from new and current prospects. It’s also possible to proceed to make use of GoCardless direct debit for recurring funds. Discover out extra about Prompt Financial institution Pay and set it up in Xero.
Get a greater view of pension filings in Xero Payroll — UK
Within the UK, we’ve refreshed the pension submitting web page in Xero Tax to ensure your pension contributions are submitted in a well timed method. That is a part of our work to improve the expertise that underpins our platform, so we will ship new options sooner than ever earlier than.
- We’ve up to date the feel and appear so you possibly can see the present tax yr in your search outcomes, with a sign of the overall outcomes accessible
- The rejected, unfiled and filed sections have been mixed so it’s simpler to get a holistic view of outcomes
- There are two new filters that will let you type by ‘interval’ and ‘standing’
- We’ve eliminated the choice to obtain the ‘TPP CSV’ and moved the ‘view payrun’ performance to the overflow menu