Release notes: updates to Xero on January 27, 2014

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

See also:

New look header

We've redesigned the menus and options on Xero's header. We have more work to do but this first release will have most benefit to accountants and bookkeepers who access a large number of organizations.

See our blog for a good overview of the changes.

Quickly navigate to organizations

From the top left of the screen, you can now access the last 5 organizations you accessed. You can also search for organizations by name.

Access to My Xero and other applications

At the bottom of the organization search list you'll see the other applications you have access to. For most of you, this will be My Xero.

Image showing list icon drop down

For practices this will include your Practice Studio applications including Workpapers (NZ, AU and UK only) and WorkflowMax (becoming the new look Practice Manager next year).

Image showing list icon drop down

Files menu has moved from settings

You'll also notice that access to your Files library has moved from the Settings menu to the top right of the screen as a file icon.

Remove yourself from an organization

If you no longer want access to an organization you were invited into, you can now remove yourself, rather than asking someone else do it for you. This will be of particular use to accountants and bookkeepers who may have been given temporary access and no longer wish to see the organization listed in My Xero.

How to remove yourself from an organization

Attach files to purchase orders

We've added the files upload button on purchase orders now - great for attaching any supporting documentation to the order for your reference. (Note that attached documents are still not attached to outgoing emails sent from Xero.)

New Zealand Business Number (NZ)

With the launch of the NZBN in December 2013, we've added this to your organization settings page. If you are a registered company you can get your NZBN from the Companies Office website. Other entity types will be allocated a NZBN in the future. The NZBN will open up a number of opportunities to have a tighter integration with the Government and other organizations.

Refer to the Ministry of Business, Innovation & Employment for more information on the NZBN.