Xero is one of the world’s leading cloud-based accounting software with over 1.6 million subscribers globally. It is loved by accountants and business owners globally due to its ease of use accounting software as well as its powerful reporting features.
From November 6th 2018, Xero will be simplifying the navigation to help make daily tasks for easy and efficient. These improvements are based on research and testing with lots of people, including accountants, bookkeepers and small business users. This is the just the first step in making the navigation more flexible and useable. Xero continues to learn from how you use it to tailor it for different subscription and role types in the future.
The biggest improvement is that the accounting tools you use have been separated from the business features your clients use in their day-to-day activities. Together these improvements mean it’ll be faster for your clients to learn and use Xero.
When the new navigation is available, you’ll see a few things have moved and there are new headings, but everything you know and love about Xero is still here.
Everyday tasks have now been grouped more logically. The Business menu holds the tools that most small business use, like invoicing, bills and expense claims. If you or your clients are looking for ‘Inventory’, it’s now called ‘Products and services’ to better describe the information that people record here.
The Accounting menu leads to the advisor and compliance items that you use often, including bank accounts, reports and advanced tools and settings such as chart of accounts, find and recode, and manual journals.
You’ll find that most of your ‘Favourites’ now sit under the Accounting menu. Certain items related to an organisation that you may have favourited previously are now accessible from ‘Settings’ within the organisation menu.
If you haven’t favourited a report or tool before, it’s a great way to customise Xero so you can get to what you need fast. To create a favourite, just click a star on a report, or on a tool or setting within ‘Advanced accounting’ and that item will appear in your Favourites.
Now’s a good time to check out Xero’s new reporting formats as well to see how much more detail they offer.
The top left of the navigation bar now features your organisation menu. If you have access to more than one organisation, you can switch between them easily or find them with a search. You’ll notice that ‘Files’ and business ‘Settings’ have moved here to keep everything related to an organisation in one place.
Under the new ‘Do more with Xero’ section, an organisation will be able to connect to third-party apps in the ‘App marketplace’, or to features like Xero Payroll and Xero Projects.
Here’s where you’ll also find your practice tools and the ‘Demo Company’.
To get to areas of Xero even faster, click the forward slash (/) and the search box will open. Then type a single letter to get to popular tasks. For instance ‘i’ lets you access all invoices and ‘b’ leads to all bills. Here are the keyboard shortcuts:
a = bank accounts
b = bills
c = contacts
d = dashboard
e = employees
i = invoices
p = purchase orders
q = quotes
r = reports
There are additional shortcuts for jumping to commonly viewed screens, or to add new items in Xero.
Everyone can read the details on the Xero blog from 6 November but as a partner, we wanted you to be the first to know so you can familiarise yourself with things and advise your clients if they come to you with any questions.
All Xero Partners can test out the improvements in the Demo Company from 13 November 2018, before the full roll out to everyone in the last week of November. To access the Demo Company, log into Xero, click on the name of your organisation, then select ‘Demo Company’ from the drop down menu.
If you would like to know more about Xero or would like to take up our discounted implementation offer, submit your contact details here and one of our consultants will be in touch.
This article is an extract from the Xero website and is written in general terms and therefore cannot be relied on to cover specific situations; application of the principles set out will depend upon the particular circumstances involved and we recommend that you obtain professional advice before acting or refraining from acting on any of its contents.