Here is a recap of Xero releases for the month of October 2018:
- Email to Bills Pre-Populated Fields (Premium)
- Upgrades to Ask in Xero HQ
- Updates to Xero Expenses
- Xero X Trello
- Profit and Loss for Mobile (US)
- Xero Login and 2SA Implementation for Workflowmax
Email to Bills Pre-Populated Fields (Premium)
For Premium Subscribers — Be able to fully automate your A/P creation in Xero, as the Email to Bills feature now allows you to extract key information from your PDF bills and transform them into automatic draft bills inside the accounting software.
Just forward your bills, review information included within those fields and you’re ready to go!
Some of the pre-populated fields consists of the following:
- Total Amount
- Bill Date
- Due Date (If Specified)
Check out this blog to learn more about emailing pdf bills into you Xero organization.
Upgrades to Ask in Xero HQ
Xero HQ’s Ask feature is getting an upgrade as it focuses on providing a much easier approach on sending questions and setting out templates for queries.
Templates for Queries
The accounting software company is fully aware that most firms are fond of using the same questions over and over again whenever they have new clients, which is why to make things easier, they’ve decided to add the ability of adding templates within the query system.
Yes, you heard it right! You can now set up your own query template, containing all the possible recurring questions that you have for your clients.
The process is simple: Just go to the Create Template option in the Template tab, then after setting up all the questions that you need, just select Save as Template along with the name and the description of the template, and it will now be available within your list of templates in Xero HQ. Visit this article from Xero Central to know more.
Bulk Selection of Clients for Queries
Advisors can now send out queries to multiple clients in one go with the help of Ask Bulk Send.
With this new feature, you don’t have to send questions one by one — all you have to do is select as many clients as you want. Once you send in your queries, each of them will be able to receive your questions and answer them accordingly in no time. Check out this article from Xero Central to know more.
Updates to Xero Expenses
For Xero Expenses, every user role can now have the ability of changing the description of the expense even after it’s submitted, and rotate receipt images based on the user’s desired view.
Xero X Trello : Effective Project Management
Also announced at Xerocon London was the collaboration between Xero Projects and project management tool Trello, wherein users would be able to track time in Xero Projects from tasks in Trello, along with the status as well as task completion period.
Profit and Loss for Mobile (US)
Users of Xero in the United States would now also be able to access a complete view of Profit and Loss — straight from the screens of their Android and iOS device. That way, you can easily get a clear view of your gains and spendings anytime, anywhere!
Xero Login and 2SA Implementation for Workflowmax
Moving forward, users of Workflowmax will now have to use their Xero account’s credentials (e.g. username and password) as well as 2SA (Two Step Authentication) in order to access the job management software — which means you don’t need to have separate accounts just to get in for both platforms. This feature will also become available in Australia starting the 4th of December.