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Xero Product Update – August 2021

The latest Xero product update webinar brought us many new features. Here at Cardens, we want to share our key takeaways:

xero product update

Analytics Plus

Our top takeaway this quarter is the brand-new reporting feature ‘Analytics’ – helping you get better insight into short-term cashflow & profitability. We think this update can be so useful for your business that we’ve written an Analytics Plus blog. See more details here.

Income & Expenses by Contact report

Sticking to the reporting updates, Xero have combined the ‘Income by Contact’ and ‘Expenses by Contact’ reports into one report, meaning you no longer need to export both to excel to merge. Now you can see a quick snapshot & filter where necessary.

Handelsbanken Bank Feed

We are thrilled to see the arrival of automatic bank feeds, after months of needing to manually import bank transactions for Handelsbanken accounts.

Head to Xero central to find out how to connect your Handelsbanken accounts.

Bank Reconciliation

Xero will now auto-suggest bank transfers when you are reconciling the bank accounts to improve efficiency. This is done by looking at previous transactions & transfers. Xero will recognise a match so all you need to do is click OK.

Packing Slips

Previously, if you needed to send a packing slip to a customer you would need to create a Branded Invoice template. Now, this feature has been built into new invoicing, so you can print a basic packing slip directly from the awaiting payment or paid invoices, without needing to edit the template.

GoCardless – Multi-currency

If you use GoCardless as a payment service, you can now integrate multiple currencies with Xero to save you even more time on the reconciliation.

… and many more

To keep up to date with the latest changes in Xero check out their New Releases.

And for further information on any of these topics we’ve discussed head over to Xero Central.

As always, we are here at Cardens to answer your questions; as a Xero Platinum Partner, you will be in safe hands knowing that we have the experience and knowledge to help you get the most from Xero.

If you would like to know more, contact us at 

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