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Xero software updates

Rhys Roberts - Thursday, December 16, 2010

I do so love working with software in the cloud (Xero, Paycycle, Unleashed, etc)!  Of the many delights the speed of release of new upgrades is one of the best.  It is hard to believe that in the past 6 weeks we have seen 3 releases from Xero, including:

  • a release on November 2nd – enhancement to bank feeds, notifications inbox (a really neat feature) and various upgrades to repeating invoices and contacts;
  • a release on November 30th – Yodlee bank feeds for the US, and a really nice enhancement to bank feeds for all users (users can now check within Xero if a direct fees is available from their bank).

And now a release today that contains a whole list of great new or enhanced features: a couple of these are thinks I have been requesting (along with many others, I can’t claim all the credit) so they will be in use by several of my customers before today is out!  My pick of the list is as follows:

Custom Invoice Templates

You can now – get this – simply create your very own templates using Microsoft Word for invoices, credit notes or statements.  Once uploaded Xero will automatically merge with your data to produce PDF documents that are unique to your company.  So all of you graphic design types who have beautiful crafted invoices, you can now do these direct in Xero.  Wow!  Take a look at the video to see how easy this is.

Bulk Emailing of Statements and Invoices

You can now send invoices or statements to a batch of clients with one click of a button (for me this is one of the “implement today” features)!  Documents can be batch printed, emailed or sent via the Xero-to-Xero network.  If need be you can update contact email addresses on the fly.

Updated Bank Account Transaction Tabs

This is a bit more mundane, but for those of you who do the bank reconciliations Xero have added a new set of tabs to make it easier to navigate between the list of account transactions, statements, reconciliation and cash coding screens when viewing a bank account.

Lots of other new features specific to the US or NZ (details on the Xero blog).

Plus there are few things for the accountants & Bookkeepers out there to get excited about:

  • Detailed Account Transaction Report
  • Edit Reconciled Spend / Receive Money Transactions
  • Edit Posted Manual Journals
  • Trial and Demo Organisations to include multicurrency

Check out the Xero blog for details, if you need any help or advise on any of these please contact Viridity, we would love to help you join the cloud.

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