Xero Updates North America: Fall/Winter 2022

Zero has made a multitude of product updates; however, we won’t attempt to summarize all of them for the various global (country by country) versions it offers its customer base. Rather, we are looking at those product enhancements recently made available for the US and Canadian versions of Xero.

  • The Xero Accounting iOS (Apple) app Dashboard has an updated look and feel, which makes it easier to view and find essential business information. To keep getting access to the latest features and improvements, users need to make certain that their mobile device is iOS 15.0 or later.
  • US and Canadian users of Xero are now able to search and view numeric tax rates within the new Xero invoicing, as opposed to just being able to view the tax rate name. The tax rate is shown in brackets adjacent to the name in the line item drop-down or in the field when searching. These changes allow users to confirm they have selected the correct tax rate for each line item on their invoice.1
  • Inventory items can now be created on the fly. Users no longer need to go to the Products and Services page in order to create new Inventory items2. If they need to create a new inventory item when recording a transaction, it is possible as part of the process of recording the item information on the transaction itself.
  • Users can now Preview attached files for Inventory Items directly from the Inventory list view.
  • Xero has made a number of enhancements to new reports over the past month in preparation for the retirement of older Xero reports. Accordingly, Xero users should start migrating existing work to new report versions since older report versions will sunset July 31, 2023.

(Above example)

  • To enhance the most popular Customer and Vendor reports, Xero has added the ability to produce Bar Charts. Users can now option for Bar Chart, Tree Map or Pie Chart when using either the Expenses3 or Income4 by Contact Reports.
  • Reports that make use of the “follow report date” range now have improved tracking columns. When the date of the column matches the date of the report, the Report only displays the tracking option name and does not repeat the report date in every column heading5.

Disclosures & Footnotes

Materials within this feature, including graphic illustrations, were developed by the author from either Xero in-product help content during actual product use, or while researching related Xero website source materials which may be cited in product reference footnotes at the conclusion of this article. All such content or source materials were adapted by Insightful Accountant solely for educational purposes.

As used herein, Zero refers to one or more of the registered trademarked accounting software product(s) of Xero Ltd., a New Zealand-based, OTCMKTS (XROLF) traded, technology company with headquarters in Wellington, New Zealand.

Any or all other trade names used herein, including any other vendor (app/software) products discussed within this article, may be registered, trademarked, or otherwise held by their respective owners and are hereby acknowledged. They have been referenced for informational and educational purposes only.

This is an editorial feature, not sponsored content. No vendor within this article has paid Insightful Accountant or the author any remuneration to be included within this feature. This article is provided solely for informational and educational purposes.

The publication of this article does not represent any form of endorsement by either the author or Insightful Accountant.

Product Referenced Footnotes within our feature:

1- https://central.xero.com/s/article/How-your-default-tax-rate-and-account-settings-work

2- https://central.xero.com/s/article/Add-an-inventory-item




Note: Both Registered Trademark ® and Copyright © symbols have been eliminated from the articles within this publication for brevity due to the frequency or abundance with which they might otherwise appear or be repeated. Every attempt is made to credit such trademarked products or copyrighted materials within our respective article footnotes and disclosures.

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