Cloud Accounting Xero

Xero June Update

Written by Greg Lam

While there may not be any groundbreaking release coming out of Xero currently, there’s definitely a bunch ofXero incremental improvements that all add up to make Xero more secure, stable, and easier to use. Here’s a review of those features.

Reports Can Be Filtered

You can now slice and dice your report data in new ways thanks to the new filters. You should note, however, that filtering isn’t available for all reports. For example, the Account Transactions report can be filtered but the Profit & Loss report cannot.

Greg Lam will be presenting the sessions, Cloud Accounting Face Off and Setting Up a Paperless Accounting Flow, at Accountex 2016.

One of the reports that can you can use filters in is the Aged Receivables Detail report, where you can filter by contact group or by “seen.” This would be the ability to only show data from contacts who are part of a certain group you created or by those contacts who have seen the invoice. Filters like those can help you narrow down who you want to follow up with for collections.

Below is a full list of all the filters available in the Aged Receivables Detail Report.


If you’re looking at a report (like the Receivable Invoice Detail report) and want to know the filters available, it’s actually quite easy to figure out, as any item in the columns section can be added as a filter.

Receivable Invoice Detail Report

I think filters add some much needed configuration ability to reports in Xero, but it’s a shame that it’s only available for a portion of Xero’s New Reports.

More Options When Copying an Invoice

Previously, Xero only allowed you to copy an invoice to another invoice. But now you can copy an invoice to new quotes, bills, or purchase orders. If you select multiple invoices, you can copy and merge all of their content into a single invoice, quote, bill, or purchase order.

When copying an invoice, you are now able to select the contact beforehand, so that its defaults will be applied when creating the new transaction. So, if you had a contact that was using a certain template or currency, those settings would be used when creating the new invoice. This means that if you are creating a copied invoice for a contact that has a different currency than the original invoice, an automatic currency conversion will take place.

Now, when copying to a purchase order or bill, you’re able to select whether or not you want to copy the inventory item purchase details from the invoice or use the defaults set up with the item.

Copying an invoice

For example, say you chose Widget A on an invoice, but instead of using the default price and description, you changed it. When you go to copy the invoice, you can either use the custom description and price or use the defaults associated with the item.

If you’re like me, you copy invoices quite frequently, so these additional options are welcome additions in my book.

Migration to Amazon Servers

Between June and the end of 2016, Xero will be migrating servers on the weekends. Since customer data will be moved a bit at a time, you’ll be notified when your data is set to be moved. Even though Amazon has data centers outside of the United States, all the data will (for now) be stored in the U.S. data centers.

Payroll Now Offered in Arizona and Ohio

You can now process payroll and pay employees in Arizona and Ohio. However, the ability to submit and pay taxes electronically is not yet possible. You can view all the states for which Xero offers payroll if you go their payroll page and scroll down to the bottom.

Braintree Added as a Payment Service

On top of payment services like PayPal and Stripe, you can now add Braintree as a payment service to your invoices. Along with Zoho Books, Xero offers an extensive list of third-party payment service support.

Braintree added as a payment service

It can be a difficult to look up all the payment services available for Xero, so I took a screenshot of the various services. Something you may not be aware of is that Xero also offers the ability to add a Custom Payment URL. This means that more payment services than the ones listed above can be added. For example, I’ve added Payoneer as a payment service by using the Custom Payment URL.

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About the author

Greg Lam

Greg Lam is a passionate small business guy who loves technology and automation. He holds a BBA from Simon Fraser University, Canada. He's a Certified QuickBooks ProAdvisor, Certified Xero Partner, and Kashoo MVP. His business interests are focused on online accounting and how it can be used to streamline and automate a company’s accounting processes. He currently lives in Tokyo, Japan.

Greg operates the Small Biz Doer website, an "Entrepreneur's Guide to Small Biz Bookkeeping." He is the author of Online Accounting Software: Finding the Right Match, published by The Sleeter Group.

Connect with Greg on Twitter, Google Plus, YouTube, LinkedIn, or Facebook.

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