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New Features in Xero

Rhys Roberts - Monday, December 10, 2012

Today's release from Xero has a host of new features including a few that I (and many others) have been requesting for some time.

Payment Terms – this is a really simple but much needed feature.  On any customer you can now set up their default terms, eg as 14 days from date of invoice.  If you want to update all of your customers you can export these to Excel, make the change there and import this update back into Xero.  I have just done this for my copy of the Xero Demo company, it took less than 5 minutes.

Another neat little change relating to due dates occurs when you do choose to key this manually – the due date is now relative to the invoice date (not today’s date).  So if today (Dec 10) you enter an invoice dated last Friday (Dec 7) and enter the due date as “+7” Xero will set the due date as Dec 14.

Email templates – I know Xero have been working on this for a while.  It allows you to create different templates for emailing out various documents (invoices, statements, remittance advices, etc), and indeed to create multiple different templates for each of these documents.

Let’s take a look at this – suppose that some of the repeating invoices you send out will be paid by direct debit.  You want to remind your customers of this in the covering email - this video shows you how to set this up.

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If you are not sure how to get the best out of this new feature please contact Viridity.

Other new features in today's release include additional options for statement layouts, a change to terminology (from Accounts Receivable to Sales and from Account Payable to Purchases) and a number of other enhancements.  The full list of these is available on the Xero website.

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