XERO Announce Further Improvements

Cloud Accounting platform XERO announce further dashboard improvements

cloud accounting


Today’s release delivers a collection of improvements to Xero.

Here’s a quick update on what’s new in Xero this release.

Improvements to Quotes

Following the release of XERO Quotes, XERO have made a few more updates to improve how quotes are embedded in the Xero dashboard. These include:

  • Quickly create a quote or purchase order from within a contact’s record. A small but useful improvement, making it more efficient to keep your business moving. You can now quickly create a quote or purchase order while you’re in a contact’s record. Look up a contact, click ‘New’, and you can now create a new quote or PO just as you can for other items.
  • Set a default expiry date for your quotes. If you usually send out quotes with the same expiry period, you can now set up a default quote expiry date which will automatically populate when you create a quote. You can override this if you need to when you create a quote.

quote expiry date

  • Enhanced auto-completer for purchase orders and quotes. As well as contact name, you can now search across primary person and email address.

‘Transfer and add another’

Do you make a lot of transfers between bank accounts – perhaps for paying many credit cards? It’s now faster to add multiple transfers.

Transfer and add another

There are some big releases around the corner for XERO; we can’t wait to tell you about them. In the meantime, you can find out about XERO’s latest release in their release notes.