Xero Releases New, User-Requested Features

Community Speaks Up: Xero Releases New, User-Requested Features

Xero keeps on whipping out new features throughout the year while making existing ones even better. To keep on innovating and delivering, they listen to their customers through a dedicated forum in their website.

In Xero Business Community, users can join discussions, ask advice and share experiences with other Xero experts regarding various topics like Accounting, Small Business, and Payroll. But perhaps the topic with the most threads is the Feature Requests where Xero users can suggest a new feature and even cast a vote on those they think are important.

Have you noticed the third thread above has no votes but was still completed? Tim Howell, Global Product Marketing Manager at Xero, said they give value to all ideas; votes just help them prioritise.  “If there’s something that can be improved quickly, or be included in a bigger piece of work, we might do this too – even if it doesn’t have as many votes,” he explained.

Since Xero is known to act on community feedback, they have recently released a few features that are requested by the users themselves. As of 27 July 2015, these are the changes made to Xero:

  • Default Tax Settings for Purchase Orders, Quotes

Now there’s no need to worry that your organisation’s tax default will override an individual contact’s tax default. The default tax settings (Inclusive/Exclusive/No Tax) for your organisation and contacts (for Purchases and Sales) will now apply to purchase orders and quotes. Just set your organisation’s tax default for sales (invoices, quotes, credit notes, receive money) or purchases (bills, credit notes, purchase orders, or spend money) by using the drop-down list.

There are currently four tax default options:

  1. Amounts are tax exclusive
  2. Amounts are tax inclusive
  3. Amounts are based on last invoice (or bill)
  4. Amounts don’t include tax
  • Currency Placeholders on Email Templates

Xero lets you use email templates that you can set up to use again when sending emails from Xero. You can set up 10 email templates for each template type for your organisation. These include credit notes, purchase orders, and sales invoices, among others. Default email templates contain pre-filled subjects and message text. You can even edit these templates or add your own.

Moreover, Xero has improved these email templates to help make messaging to your customers a little clearer. Now, you can also add placeholders for currency symbol ($), currency code (AUD), or both, to your email templates.

  • Import Multiple Manual Journals

For Xero Advisors, there’s no need to create separate files for each date when importing a manual journal with several dates. Now, you can import multiple manual journals for multiple dates on a single file. Add multiple draft manual journals at once by entering the details into a CSV template and importing it into Xero.

  • Reports Rounding Change to Truncation

To address the rounding issue with the new reporting, Xero changed their newer reports to have truncation rounding, to match the original reports.  “…we no longer round numbers when dropping the decimal values, we truncate the cents away without rebuilding totals. This should resolve the unpredictable nature of the previous system,” said Xero Community Manager Mark Blundell in an official reply to the thread.

As Xero releases new, user-requested features, it proves that they listen to what their customers want and need. If you want to participate in Xero Business Community, feel free to reach out to them online.

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REFERENCES

https://help.xero.com/Changes_27July2015

https://help.xero.com/int/TaxDefaults

https://help.xero.com/int/EmailTemplates

https://help.xero.com/int/ManualJournalsImport

Xero update: Acting on your feedback

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