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Xero have released a nice little product update this month!

Xero seem to be on a bit of a mission at the moment of trying to help speed up your processes. Last month they introduced the global search function, making it easier for you to find contacts and transactions. This month they’ve introduced a shortcut feature.

Towards the top-right hand side, there is now a ‘+’ symbol. By clicking this, it gives you the availability to jump straight into various data import methods.

The five items you can now create from the shortcut menu are: -

  • Sales invoices
  • Bills
  • Quotes
  • Purchase orders
  • Create a contact

 

Xero seem to be homing in on making their dashboard a hub full of useful information, with the ability to navigate where you want quickly!

Since the renovation of the contacts section (met with a variety of opinions!), they’ve made 12 updates to the page! When looking at a contact, you can now raise transactions by selecting the ‘New,’ green button on the top left of the contract. You can raise items such as new sales invoices and bills directly from there.

One of the functions I particularly like, is the integration with Gmail.

You can now connect individual contacts with your Gmail account. The system scans your inbox for e-mails sent to that client, and stores them within Xero for you. They can then be attached like PDF files to transactions as supporting information. For example, when backing up a quote with e-mail correspondence. The collaboration with Google has also produced the ability for a single sign on feature for Google apps users.

On the reporting front, in the new report section there is a ‘Statement of Cash Flows,’ report. It provides a lovely overview of your change in cash of a set period. Off the back of this, you’re able to drill down into an ‘Account Movement Report,’ which details your expenditure both in and out. There’s also a high level of flexibility to edit these reports and save them as templates which will enable you to report comparatively the next time you run the report!

With Xero always changing, it’s good to keep up to date. Next week we are at Xerocon in London, and we’ll see what updates come out of there! If you have any queries on the update’s above, give me a ring at the office!