Release notes: updates to Xero on June 15, 2015
Here's a summary of what we've released:
- Cash coding enhancements
- New report templates (AU partners only)
- New receivable and payable reports
- Insert tables into text blocks in reports
- Copy and edit a published report
- Set an exchange rate for a range of dates
You can now do more directly in the Cash Coding tab, making it even easier to reconcile your cash transactions:
Automatically skip over statement lines with suggested matches - these are hidden by default. You can choose to see these lines with just one click.
Create a new bank rule based on a statement line.
Apply an existing bank rule to statement lines.
Switch bank accounts while staying in the Cash Coding tab (also available for the Bank Reconciliation tab).
For easier reading and navigation, the screen is now responsive (full-width), has a locked Save & Reconcile button (always visible on the screen), and displays up to 200 statement lines by default.
More flexible than report packs, the new report templates make it much easier to customize reporting across your practice and at the client level. While you're setting up the new report templates, you can still use your existing report packs.
You now have four new receivable and payable reports available on the New Reports menu:
You can now copy and edit any reports you've published from the New Reports or Report Templates menus.
You can now insert and edit tables into text blocks in any of the reports you can access from the New Reports or Report Templates menus.
Do you have a fixed exchange rate that stays the same for days or months? No longer do you need to make a daily update - you can now set a rate for up to a year at a time.