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A new Xero dashboard to elevate your advisory services

Xero

That’s why we’re thrilled to share that we’ve been testing a new client insights dashboard for advisors, which gives you a snapshot of the financial health of all Xero business edition clients, in one place. The dashboard will be available to all Xero partners globally, and rolled out over the next couple of weeks.

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A sneak peek into what’s next for reports in Xero

Xero

If you have a Xero Premium plan and have added a foreign currency to your settings page, then you can jump in and give it a go. Check out our reporting playlist on YouTube , visit the tips and tricks panel in our most used reports, or reach out to the team at Xero Central if you need support.

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Our new AI-powered contact predictions have arrived

Xero

We recently announced at Xerocon Sydney that our team was busy enhancing the AI algorithms that power bank reconciliation in Xero, so it would recognise new contacts in your statement lines (even when they’re not in your contact list). Here’s how it works and how to recognise it when it appears in your bank reconciliation.

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How to manage the Singapore GST rate change in Xero

Xero

Here’s what we’re doing to make it easy for you to manage this change in Xero. Update your default rate We’ll make the new 9% rate available in Xero by 5 December 2023. There are a number of areas where you can set default tax rates in Xero. If you have more than one Xero organisation, you’ll need to do this for each one.

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Work from anywhere with these new updates to our Xero apps

Xero

Know where your business stands at a glance The Xero Accounting app helps you stay productive while away from the desk, by giving you the key financial information you need on the go. It means you spend less time chasing staff for information, and have the information you need to reimburse expenses and do accurate pay runs.

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Where to start on your Xero education journey

Xero

Spending time educating yourself on Xero can help you get time back once you’ve built up your confidence. . You probably know by now that when you have a question about Xero, Xero Central is your first stop. But did you know it’s also your home for proactively learning about Xero? If you’re new to Xero, welcome!

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Four ways small businesses can work smarter in Xero this EOFY

Xero

For those on the Xero platform, collaborating with your accountant or bookkeeper is simple via the cloud. What Xero tip would you add to this list? Now, when you complete the transaction details under the ‘Create’ tab, Xero will populate similar transactions with the same information – without needing to refresh your screen.

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