Sharesight release notes – February 2023

IN FEBRUARY, OUR MAIN FOCUS CONTINUED TO BE ON THE ARCHITECTURE OF OUR REPORTING FUNCTIONALITY. THIS NEW REPORTING FEATURESET WILL BE ROLLED OUT IN THE FIRST INSTANCE WITH A NEW-LOOK DIVERSITY REPORT. I’LL POST MORE DETAILS ABOUT THIS ENDEAVOUR IN NEXT MONTH’S UPDATE.

We’ve also rolled out a number of new features onto the starter plan. Customers on the starter plan can now track against a benchmark; add attachments to trades, payouts and holdings; create three (up from one) custom groups; and are now offered the same level of customer support as customers on our Investor plan.

New functionality / Enhancements

• Our holding news feed is now even richer with new content provided by Simply Wall Street covering a broad range of stocks and markets.

• We now allow for the capture of franking...

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Rise People Announces New Integration With Global Small Business Platform Xero

RISE PEOPLE INC. (“RISE”), CANADA’S ALL-IN-ONE PEOPLE MANAGEMENT PLATFORM, TODAY ANNOUNCED THEIR NEW INTEGRATION WITH XERO, A GLOBAL CLOUD-BASED ACCOUNTING SOFTWARE PLATFORM FOR SMALL BUSINESSES.

The Rise and Xero integration simplifies maintaining accurate financial records for accountants, bookkeepers, and small businesses. Users will be able to access custom payroll reports and invoices from one place, as well as easily sync all of their payroll data to Xero. The integration also offers extra peace of mind with built-in checks for report balances before syncing.

The new integration delivers a delightful, seamless payroll and accounting experience to Canadian bookkeepers, accountants, and businesses via the Xero App Store.

With studies showing that employees are likely to leave their job if there are mistakes with their pay, getting it right the first time is a top priority for accountants, bookkeepers, and business owners. The Xero and Rise

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Xero's Latest product news — March 2023

HERE ARE THE LATEST FEATURES WE’VE INTRODUCED TO NEW REPORTS (DON’T FORGET, WE’RE RETIRING THE OLDER VERSIONS OF OUR REPORTS ON 31 JULY 2023):

It’s time to switch to new reports

• Foreign currency columns are now available on Receivable Invoice Detail, Receivable Invoice Summary, Payable Invoice Detail and Payable Invoice Summary reports

• Advisors can now add tax Disposal Schedule, Tax Depreciation Schedule, Pooling Summary and Pooling Detail reports to report templates in Xero HQ

• You can now see debt, debt to equity, fixed assets to net worth, and current liabilities to net worth ratios in business snapshot as well as the Executive Summary report

• In short-term cash flow, you can now sort by description and amount in the summary view of your projection breakdown, as well as reverse the sorting order

• A chart icon will display next to business snapshot and short-term cash flow in the report centre, indicating that these include charts

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