Check out the latest updates for small businesses and partners, plus a peek at what’s coming soon. Xero changes and release updates can be found in Xero Central.
- Search enhancements to Find & recode
- 2SA now mandatory for AU Payroll admins and subscribers
- Alternative email for 2SA users
- Private use depreciation for fixed assets (NZ only)
- Partners can lodge Activity Statements with Xero (AU)
- Running balance for account transactions report
- Create a project invoice on Xero Projects for mobile
- Link credit notes to projects
- Invoice lists load instantly on mobile
- Payroll timesheet integration with Projects (AU)
- Payslip PDF encryption (UK)
- Email to bills – pre- populated fields
- Multi-page support for PDF receipts in new Expenses
- Add & edit bills on mobile
- Profit at a glance on mobile
- Uncoded transaction report
- Employee Bulk upload in Payroll
- WorkflowMax – moving to Xero login
- Improved Pay and Leave settings in Payroll (NZ)
Search enhancements to Find & recode
Advisors can now find and fix up their client’s mistakes even faster through new search enhancements to Find & recode in Xero. You can now search for transactions by bank account, invoice number or the reference. Where you may have spent hours previously, it now takes only seconds to get things right.
2SA now mandatory for AU Payroll admins and subscribers
We know how important it is to keep your business and employee information protected online so, in line with the new ATO requirements, we’re making 2SA compulsory for all Xero Payroll admins and subscribers in Australia.
Two-Step Authentication (2SA) creates an extra layer of security by requiring you to enter a code that’s been generated by the authentication app on your smartphone when you log in.
This simple but important step became compulsory for AU Payroll admins and subscribers from 11 September 2018. Learn more.
Alternative email for 2SA users
Xero businesses can now set up an Alternative Email address that can be used to sign into your Xero account when you already have Two-Step Authentication (2SA) enabled but don’t have access to your authenticator app. Learn more.
Private use depreciation for fixed assets (NZ only)
Partners can split each of their clients assets between private and business use so they can assign tax to only the business portion with with private use depreciation for fixed Assets.
Partners can Lodge Activity Statements with Xero (AU)
Currently, Xero partners (BAS agents and tax agents) can use Xero Tax to lodge activity statements or manually re-enter information from Xero into a form, either through the ATO portal, using alternative software, or filling in a paper form. This is time-consuming, as it requires double handling of data and the need for multiple systems.
Lodging activity statements with Xero will make the process easier by eliminating the need to rekey data or submit paper forms; it will minimise errors and saves time. Learn more on the blog.
Running balance for account transactions report
Great news, just like a bank statement, now you’re able to view a running balance on the account transactions report so you can keep tabs on the movements of your accounts and easily view the impact of your totals without any further manipulation.
Create a project invoice on Xero Projects for mobile
Users of Xero Projects on mobile can now create invoices directly from their mobile device. This means whether you’re in the office, or out on site you can now create and send an invoice to customer in real time. With more efficient project tracking and better invoicing you can drive dependable cash flow in your business.
Link credit notes to projects
You can now link sales credit notes recorded against invoices back to projects. This means you will always see a true and accurate representation of your projects profitability. And, coming soon you will also be able to link purchase credit notes so that your costs are reflected accurately.
Invoice lists load instantly on mobile
We know your time is precious so we’ve made some improvements to invoice lists on mobile so they now display instantly, no more waiting.
Payroll timesheet integration with Xero Projects in Australia
With the new Xero Payroll and Xero Projects integration you can now transfer time which is recorded in a project directly into Xero Payroll. This avoids duplication, increases accuracy and ensures that you and your staff only record your time once in one place. The Xero Projects and Payroll integration is available for customers using both add-ons in Australia. The United Kingdom and New Zealand will follow in the next 90 days.
Payslip PDF encryption (UK)
As an extra measure to keep you and your employees’ information nice and safe, UK Payroll administrators will now have password protect payslips when sending them through email. This is now automatically enabled on all Payroll orgs. Learn more
Email to bills – pre-populated fields
Currently in BETA, and releasing incrementally over the coming weeks, email to bills will reduce the time you spend on admin by extracting the key information from text PDF bills and automatically populating the; total, bill date, due date (if specified explicitly), reference and supplier fields to create a bill entry in Xero – simply forward your bills to Xero and we’ll take care of the rest.
Keep an eye out for this more efficient way to manage your bills and ensure an accurate, complete, real-time view of cash flow.
Multi-page support for PDF receipts in new Expenses
Sometimes receipts have extra information that falls on more than one page, and we know it’s frustrating to have to edit them to fit one page when you’re processing claims in the new Expenses.
Hold tight, shortly, you’ll be able to drag multi-page PDF receipts into a claim and the extra pages will show without any trouble.
Add & edit bills on mobile
Soon you’ll be able to add and edit bills on Android and iOS. Entering bills into Xero helps you get a more complete picture of upcoming costs, which makes making decisions relating to cash flow much easier.
WorkflowMax – moving to Xero login
From late October, WorkflowMax will start moving those using the current WorkflowMax login credentials, to using a Xero login. This will mean that WorkflowMax can utilise all the added security features that already exist for the rest of Xero, and is the start of closer integration opportunities between the platforms.
Profit at a glance on mobile
Coming soon, you’ll be able to get a quick view of your profit and loss, and how your income and spending are broken up, from your Android or iOS dashboard. So no matter where you are, you’ll always know if you’re breaking even or making a profit.
Uncoded transactions report
Coming up shortly, as you’re bulk downloading the uncoded transaction report, you can email the bulk download from Xero. The email functionality makes it more efficient for you to collaborate with clients by saving the steps of downloading, attaching to email, then emailing the report.
Employee Bulk Upload in Payroll
Small businesses and partners will be able to set up multiple employees at once in Xero Payroll from a spreadsheet with the new Employee Bulk Upload.
Improved Pay and Leave settings in Payroll (NZ)
To reduce errors and help you be compliant, we’re working on some improvements to the Pay and Leave settings in Payroll for New Zealand. This will make set up more intuitive and explain how Xero calculates leave based on the information entered.