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HomeAccountingWhy now is a superb time to attempt new reviews in Xero

Why now is a superb time to attempt new reviews in Xero

Final yr, we introduced that we had began upgrading the expertise that underpins the Xero platform, so our groups can construct new options sooner than ever earlier than. As we speak, we’re excited to share that we’ve hit a big milestone on that mission in terms of reporting in Xero.

We’ve had two variations of our reviews for some time now — the older model and our ‘new’ reviews. Our new reviews now have some actually thrilling options that may make it easier to get fast entry to solutions and streamline your monetary evaluation.

However we’re not completed but. Our groups have large plans so as to add much more reviews and performance sooner or later. To do that, they really want to focus their consideration on new reviews, as a substitute of spending their time sustaining older variations that are actually outdated.


We’re retiring the older variations of our reviews

That’s why we’re retiring the older variations of our reviews in Xero. This implies you gained’t be capable of use them from 31 July 2023.

You’ll have entry to older variations of our reviews till they’re retired. After this date:

  • you gained’t be capable of run any older variations of our reviews
  • any saved drafts of previous reviews will probably be faraway from Xero
  • you’ll have read-only entry to previous printed and archived reviews

For Australian and New Zealand companions:

  • you won’t be able to create or edit previous report packs in Xero HQ, or run them in your shoppers’ organisations 
  • any printed or archived report packs in shoppers’ organisations will stay as read-only on the consumer degree

There are some reviews that gained’t be retired on this date, as we’re upgrading them another way or at a later date. These embody the Funds Supervisor, Enterprise Efficiency Dashboard, Payroll, Tax, and GST Reconciliation reviews.

We recognise that for a few of you, this can be a large change and it’ll take a while to get used to new reviews. That’s why we’re providing you with loads of time to make the change, so you are able to do it at a time of yr that fits you — comparable to a quieter interval, or the beginning of the brand new monetary yr.

How we’re supporting you in the course of the transition

Our buyer analysis reveals us that when folks give new reviews a attempt, they love them. However we’ll be introducing a lot of sources over the following yr to assist you. These embody:

  • common stay webinars from our training group (register for upcoming webinars now)
  • fast hyperlinks in older variations of our most used reviews that may make it straightforward to change
  • a product tour within the new Revenue and Loss and Steadiness Sheet reviews
  • a suggestions and methods panel in our most used reviews with assist articles and how-to movies
  • a brand new instrument that will help you deliver saved layouts from older variations into new Revenue and Loss and Steadiness Sheet reviews (we’ll let you realize extra particulars as quickly as that is obtainable)

Begin unlocking extra worth out of your reviews

All of our new reviews are constructed with Xero clients in thoughts. The Xero group requested and voted for most of the enhancements, and we’ve examined them with small companies and advisors, who inform us they love the improved flexibility and customisation.

Issues have modified so much in new reviews over the previous yr. So in the event you haven’t given them a attempt recently, it’s a very good time to take one other look. Right here’s what you may anticipate:

  • A gorgeous report centre the place you may search or scroll to seek out new reviews and add them to your favourites
  • An intensive vary of reviews and customary layouts that will help you get fast entry to solutions whenever you want them most
  • Standardised codecs and intuitive menus so you may discover other ways of taking a look at your information in only a few clicks
  • Highly effective customisation instruments that make it easier to tailor the content material and format of your reviews to your distinctive wants
  • The flexibility so as to add, disguise or reorder columns, group or type information in several methods, and use filtering choices to seek out what you’re in search of
  • Options that will help you streamline your monetary evaluation inside Xero, together with formulation, schedules, change guidelines, notes and extra

As you may see, there’s loads of worth to find in our new reviews proper now. However our groups are working laborious to construct on this even additional within the months forward.

Quickly, we’ll be including extra reviews into Xero — together with Normal Ledger, Journal and Financial institution Reconciliation reviews — in addition to introducing overseas forex into new reviews. We’re additionally planning a brand new function that may allow you to rapidly apply your favorite layouts to a number of organisations.

It’s time to leap in and provides new reviews a attempt

In the event you’re undecided find out how to get began, we recommend opening the brand new Revenue and Loss report in Xero. There’s a useful product tour in there that may information you thru the brand new layouts and settings, so you may really feel extra assured about giving new reviews a attempt.

We’ve additionally made it straightforward so that you can present suggestions — simply click on the ‘suggestions’ button within the suggestions and methods panel within the new Revenue and Loss, Steadiness Sheet or Account Transactions reviews and share your ideas. This suggestions will assist our groups perceive how we are able to proceed to enhance your expertise.

I hope you like new reviews as a lot as we do, and sit up for listening to how they provide the insights it’s worthwhile to assist your corporation or follow thrive.



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