Newest product information — September 2022

It was nice to showcase our plans for new instruments and options at Xerocon New Orleans final month. Whereas we had been busy connecting with our companions, Xero groups around the globe had been enhancing the options on our platform. Right here’s an outline of the options we’ve launched prior to now month, and people which can be coming quickly.

New options

Discover the fitting doc pack extra simply — World

We’ve improved the search performance in doc packs. It now surfaces outcomes based mostly on what the search ‘incorporates’ fairly than what it ‘begins with’, so you’ll find the doc pack you want with out remembering the precise identify. You may also kind 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 might like so as to add an adjustment to the transaction to jot down off the distinction. We’re now providing you with two methods to make changes within the Xero Accounting app: financial institution charges and minor changes.

Take pleasure in 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 count on now and within the weeks forward:

  • As a result of optimistic response from clients 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 clients. It’s obtainable from the report centre, and can quickly be obtainable as a drilldown from the watchlist on the primary dashboard
  • We’re extending our US pilot that features a chart within the Bills by Contact report, to all clients globally within the weeks forward
  • We’ve added ‘Credit score Restrict’ and ‘Out there Credit score’ as non-compulsory fields within the Aged Receivables Abstract report, along with a brand new frequent format within the aspect panel (US solely)
  • We’ve added a ‘contact group’ discipline to the Account Transactions report, in addition to some new frequent 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) Section 2, we’ve up to date the worker record in Xero Payroll. The brand new record makes it straightforward to see if any worker data want updating for STP. In the event that they do, you’ll be capable of click on by means of to our new transition instrument so as to add the knowledge required. The brand new record and transition instrument might 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 must 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 might be appropriately categorized so you’ll be compliant when STP Section 2 is up and working.

See adjustments to worker data in Xero Payroll — Australia

One among our most extremely requested product updates is now stay in Xero Payroll: payroll historical past. The primary part of this function is out there in worker data. It affords an easy-to-access audit path of adjustments made inside Xero by a small enterprise proprietor, advisor or app companion. This helps you perceive, monitor, handle and troubleshoot adjustments to worker particulars.

Rollover and merge pre-populated information in Xero Tax — New Zealand

While you create a brand new tax return on your shoppers, the prior yr return’s worksheet entries will now be rolled ahead and robotically merged with pre-populated information from the IRD. It will allow you to save time, make sure you don’t miss any earnings, and cut back the danger of knowledge entry errors. Any gadgets 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 embody 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 realize if you’re prepared to incorporate workers in a pay run.

Use GoCardless On the spot Financial institution Pay to gather one-off funds — UK

On the spot Financial institution Pay is a brand new open banking function instantly built-in into the GoCardless world fee platform. With On the spot Financial institution Pay, you possibly can obtain instantaneous, one-off financial institution funds from new and current clients. You may also proceed to make use of GoCardless direct debit for recurring funds. Discover out extra about On the spot Financial institution Pay and how you can 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 are able to ship new options sooner than ever earlier than.

  • We’ve up to date the appear and feel so you possibly can see the present tax yr in your search outcomes, with a sign of the full outcomes obtainable
  • 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 help you kind by ‘interval’ and ‘standing’
  • We’ve eliminated the choice to obtain the ‘TPP CSV’ and moved the ‘view payrun’ performance to the overflow menu