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Xero’s latest product webinar brought
us many new features & updates, and
here at Cardens we want to share our
key takeaways.
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
entire blog dedicated to Analytics Plus. 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
 After months of needing to manually import bank
transactions for Handelsbanken accounts we are thrilled
to see the arrival of automatic bank feeds.
 Head to Xero central to find out how to connect your
Handelsbanken accounts.
Bank Reconciliation
 Always looking to improve efficiency for your
bookkeeping, Xero will now auto-suggest bank transfers
when you are reconciling the bank accounts. 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, but 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 xero@cardens4u.co.uk

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Xero Product Update August 2021

  • 1.
  • 2. Xero’s latest product webinar brought us many new features & updates, and here at Cardens we want to share our key takeaways.
  • 3. 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 entire blog dedicated to Analytics Plus. See more details here.
  • 4. 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.
  • 5. Handelsbanken Bank Feed  After months of needing to manually import bank transactions for Handelsbanken accounts we are thrilled to see the arrival of automatic bank feeds.  Head to Xero central to find out how to connect your Handelsbanken accounts.
  • 6. Bank Reconciliation  Always looking to improve efficiency for your bookkeeping, Xero will now auto-suggest bank transfers when you are reconciling the bank accounts. This is done by looking at previous transactions & transfers, Xero will recognise a match so all you need to do is click OK.
  • 7. Packing Slips  Previously, if you needed to send a packing slip to a customer you would need to create a Branded Invoice template, but 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.
  • 8. 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.
  • 9. … 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 xero@cardens4u.co.uk