Release notes: updates to Xero on February 17, 2014

Here's a summary of what we've released:

See also:

Promote yourself and your organization with Profiles

We've released Xero Profiles: a public profile you can share with the Xero community and the world. Every Xero user can set up a profile - simply click on your name and select Profile to get to your Profile Settings. You can choose to make your profile public and what content you want to display. Your profile will be public by default if you've ever contributed to Community, but you can choose to make this private.

Your Xero user profile

New user account management screen

We've updated the screen where you manage your Xero user account details. You can now find this on the Account screen. You will find a link to this when you click your name in the header.

Manage your Xero account settings

Image showing selection of Account on the menu under a user's profile card below their user name in Xero.

Standard user with No Reports

We’ve extended the Standard user role to allow you to restrict access to reports. Users with this restriction will still be able to see the Bank Reconciliation Summary and Invoices by Contact reports but will not have access to Report Center.

Restrict a Standard user to 'No Reports'

New trial balance exports

We've added some additional trial balance formats to export into tax solutions TaxACT, Keytime, Taxcalc and Forbes Accounts.

Export general ledger data out of Xero

Bank reconciliation split payments

A small convenience update to help you record split payments during bank reconciliation. Now, when you select invoices that exceed the amount you’re reconciling, the split amount will be automatically calculated for you to balance the amounts.