Recent Xero updates: What you need to know
One of the benefits of being on Xero is the pace of innovation delivered to Xero users throughout the year. Xero is constantly being tuned and updated to deliver a mass of new features to make lives easier for small business owners.
One of the benefits of being on Xero is the pace of innovation delivered to Xero users throughout the year. Xero is constantly being tuned and updated to deliver a mass of new features to make lives easier for small business owners. Among this raft of new releases over the last couple of weeks, there are some in particular that we think will vastly improve your Xero experience.
Xero has released an improved inventory solution, which now tracks the quantity and value of the products you buy and sell. The upgrade comes with some new reporting options that can show you ‘who bought what’ in detail during a selected period. There are some steps you need to take to start using the new Xero Inventory, such as setting up your items, entering inventory opening balances and other settings. Here is a video that introduces the changes.
Now your clients can view, comment on and accept your quotes online and in real time! Gone are the days when you sent out quotes and never really knew if your clients got them, read them or even understood them. Online quotes tells you if they have opened the quote and gives clients an opportunity to add comments or questions. You can even add other files to the quote like photos, diagrams or additional terms and conditions. Here is a video showing this great feature.
This is an accounts persons dream. Instead of hopping between tabs in your browser, or even having multiple computer screens spanning your desk, you can have your supplier invoice or bill sitting alongside the transaction as you enter it into Xero. Coupled with the ability to drag and drop files into your Xero file library you have a very efficient seamless workflow. Some of our staff are already using this improved system in their day to day work, watch the video below to see how.
This is just a small sample of the changes in Xero’s latest update. You can read about all of them here: http://help.xero.com/Changes_24March2015
Our Xero certified staff are happy to assist you with implementing any of the new Xero features. Please contact your Director, Manager or our Accounting Software Manager, David Bellinger, to discuss your needs further.