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Streamline Your Workflow: Xero Unveils New Features!

Enhance your accounting experience with the latest updates to Xero’s features

Xero just released a wave of updates designed to make your accounting experience smoother and more efficient! These updates focus on key features you use every day, as for Singapore the main changes are bank reconciliation and invoicing.

Here's a quick rundown of what's new :

  • Streamlined Bank Reconciliation

  • Simplified Invoicing

These updates are just a taste of what Xero has to offer. By improving core features and focusing on user experience, Xero is helping you save time and get more done.

Streamlined Bank Reconciliation

See 50 Statement Lines at Once

Forget the days of constantly hitting "next page." With the ability to view 50 transactions on a single screen, you can reconcile your bank account much faster. No more scrolling through pages and pages to find the transaction you need.

Sort, Search, and Filter Transactions

Need to find a specific check or deposit in a hurry? No problem!  The new search and filter function lets you narrow down your transactions by date, amount, payee, or any other relevant criteria.  You can even sort the transactions by date, payee, or amount to quickly put them in the order that works best for you.  This saves you the time and frustration of manually scanning through line after line of transactions. 

Simplified Invoicing

Simplified Attachment Process

No more juggling downloads and uploads. Simply locate the relevant file in your Xero file library and add it directly to your invoice with a few clicks.

Enhanced Accuracy Verification

Concerned about clients questioning invoice details? Attach supporting documents directly to the invoice. This allows you and your team to verify the accuracy of the charges without needing to flip around to look for supporting documents for clarification.

Experience the Power of Xero's Latest Update

These are the main changes in Xero's latest update! Whether you're reconciling bank statements, creating invoices, or managing other financial tasks, Xero has you covered.

By combining these features, Xero streamlines the entire bank reconciliation process. You can find the transactions you need quickly and easily, without getting bogged down in endless scrolling or hunting through pages of data. This translates to significant time savings and a smoother, more efficient workflow.

Now the second update where you can effortlessly attach files directly from your Xero file library to your invoices. This helps to eliminate the need to download documents and search for them on your computer, saving your valuable time and streamlining your workflow.

These are just a few highlights of the many powerful features available in Xero. We encourage you to explore the new updates and experience the improved workflow for yourself.

If you're not already using Xero and want to see these features in action, contact us today to schedule a FREE personalized demo session!

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Ackles Jensen
4 days ago

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