How do I know what's changed in Xero?
Sometimes it can be difficult to keep up with all the changes to Xero. The product is continually improving and Xero releases frequent updates. If you want to check out what has changed, have a look here for information about the latest releases.
You can also check out the Xero Community to see what is coming up and vote for your favourite feature requests. The Xero Community can be found here.
You can also check out the Xero Community to see what is coming up and vote for your favourite feature requests. The Xero Community can be found here.
Xero status
If you can't access Xero or are having problems, check the Xero Status page to see if there are any known issues. You can access the page here. If you are still having problems, contact us and we'll help you out.
File your GST Return from within Xero
The Inland Revenue Department has been working with Xero to help small businesses streamline their tax administration. You can file your GST return directly from Xero. Find out how here.
For more help with GST check out the the business.govt.nz website which has plain English information outlining what you can and cannot claim for and how to register.
The Inland Revenue Department has been working with Xero to help small businesses streamline their tax administration. You can file your GST return directly from Xero. Find out how here.
For more help with GST check out the the business.govt.nz website which has plain English information outlining what you can and cannot claim for and how to register.
Get paid faster - add a payment service to Xero
The easier the payment method, the quicker your customers are likely to pay you. When you email an invoice, your customer can view it online and use a Pay Now button to pay with a credit card or via Paypal. To find out more about how to add a payment service to your Xero account, click here
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Invoice reminders - improve your cash flow
Instead of spending hours chasing up customers who haven't paid, you can now automatically email reminders to your customers. Remind customers about invoices that are overdue by a certain number of days, or with an upcoming due date. You can tailor the message and select from a pre-set number of days. You can switch it off for specific customers. Automate the sometimes awkward task of chasing payments and improve your cashflow. You can read more about how to set up Invoice Reminders here. |
Email a file to your Xero file library
One of Xero's powerful features is the ability to link invoices, bills, expense claims etc to the source document. Quickly send attachments from your email directly to your Xero File Library inbox. Do this by using the unique email address your organisation has been assigned by Xero. You can find this in your File Library (top right of your Xero menu next to the Notification icon).
Once your attachment has reached your Xero file library you can add it to an invoice, bill, expense claim or to a spend/receive money transaction. Find out more about the Xero File library email function here
Once your attachment has reached your Xero file library you can add it to an invoice, bill, expense claim or to a spend/receive money transaction. Find out more about the Xero File library email function here
Xero Payroll
With payroll in Xero it’s easy to process your payroll, stay compliant, pay your employees and file reports with Inland Revenue. Your payroll information automatically updates into the general ledger. Contact us to help you set up your Xero payroll. Find out more about Xero Payroll here.
Sales Quotes in Xero
Many small businesses win work by using sales quotes. They drive sales, which, in turn, generate revenue and build relationships with customers.
It’s easy to create, send and manage your quotes workflow all the way through to customer acceptance. By making it easy to create a quote, you can quickly respond to an opportunity, anytime anywhere, keeping your business moving forward. Then, with a couple of clicks, Quotes can also be turned into invoices so you can be paid for all of your hard work. You can access and create quotes from the Sales dashboard. Xero for iPadsXero for iOS is all about putting your business at your finger tips. That’s why your perfect password is...your fingertip.
Check out the version of Xero for iOS that provides custom layouts for iPad. The left-hand pane shows overview information and lists (as on a phone), and the right-hand pane shows detail. Each tab remembers the last-selected item. Best of all, it now supports changing orientation! Available now at the Apple App Store. |
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Contact bank account permissions
Bank accounts are a pivot point for a business; that’s why so much of Xero is centered around them. With the ability to make batch payments, and with the advent of direct payment linking from Xero to banks, it’s crucial you have control over who within your organization has access to update contact bank account details.
Contact Bank Account Admin is the name of the user permission you can give to (or take away from) users in your organization. It will determine whether they have the ability to update bank accounts in contacts and batch payments
Contact Bank Account Admin is the name of the user permission you can give to (or take away from) users in your organization. It will determine whether they have the ability to update bank accounts in contacts and batch payments
Smart Lists
Segment your contacts based on their purchase history to find revenue gaps and opportunities, then use those segments to chase debtors, create sales campaigns and more. Watch a video on Xero Smart Lists.
Working with Multiple Tabs
You can view multiple pages of your organisation in Xero at the same time by using tabbed browsing (as long as you're using a supported browser and aren't viewing multiple organisations at once).
There are three main ways to open a link in a new tab:
It is important to note that the data displayed on one tab will not automatically update in the other open tabs when you make a change. You must navigate to the other tabs and refresh your page (F5)
Once you've finished with your other tabs, simply right click on any tab, and select Close other Tabs
There are three main ways to open a link in a new tab:
- Hold down Ctrl + Left Click on the link
- Right click on a link and select Open a new Tab
- Ctrl + T to open a new tab
It is important to note that the data displayed on one tab will not automatically update in the other open tabs when you make a change. You must navigate to the other tabs and refresh your page (F5)
Once you've finished with your other tabs, simply right click on any tab, and select Close other Tabs
Repeating Invoices and Bills
If you have regular bills to pay, or send regular invoices to customers - use Xero's repeating invoices or bills. Set up a template and Xero will automatically create an invoice or bill for you according to the frequency you specify and drop the it on the Draft tab (if you need to vary the amount or something else each time) or the Awaiting Payment tab (if the it is the same every time).