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5 minute read
NEW RELEASES - Updates
Updates and new releases: from the Xero App Marketplace
New feature shout-out
Are you a Xeroconnected App? Got a new feature or update you’d like to share with the Xero User community? Email alex@ xumagazine.com
ApprovalMax
approvalmax.com
New Budgeting feature: ApprovalMax now allows checking Bills and Purchase Orders against a predefined budget as set in Xero. Typically, Approvers need to manually check how a particular Bill or PO fits in with the budget. With the newly available Budgeting feature, ApprovalMax does that for you. Approval requests now provide the information on what has already been spent and what has been earmarked via approved Purchase Orders. This enables Approvers to make a fully informed decision also in terms of budget when authorising Bills and POs.
AutoEntry
autoentry.com
CloudPayroll
cloudpayroll.com.au
Projected Leave is a valuable tool within both CloudPayroll (AU) and iPayroll (NZ) used to estimate employee’s Leave balances at a future date. It includes all future approved and unapproved leave requests occurring after the last closed pay date in the payroll. Employees simply log into their online Employee Kiosk click on projected leave tab, enter leave dates, press go and view their projected leave balance. Saves employees guessing or asking their managers.
Another release in NZ, perfect for Partner Programme, to help onboard their clients with Curve
the Rural sector is the Top up tool enabling easy top up of person’s normal pay to a minimum wage accountants and bookkeepers
amount. and Xero. Visit the Curve website to find out more.
Debtze
debtze.com
The latest release from Debtze includes the ability to switch off reminders types at a global level, as well as improved reminder template editing. We have also sharpened our cash flow algorithm to account for on off purchases better.
EntryRocket
entryrocket.com
Curve
imaginecurve.com EntryRocket now has a FREE plan for Xero CSV template imports. This service has no setup fee, and as
AutoEntry, a global leader in automated data entry software for accountants and bookkeepers, has announced the opening of its Australian headquarters in Melbourne, Victoria. This launch will accommodate AutoEntry’s rapid growth in Australia and enable the firm to work more closely with its customers and partners in the country.
Situated in Melbourne’s eastern suburbs, the primary functions of the new site will be sales, product management and business development. Alongside AutoEntry’s European branches in Dublin and London, this third location furthers the firm’s commitment to helping accountants and bookkeepers automate back office processes digital working. This month, Curve launched an integration with Xero that allows you to automatically send transactions and receipts to Xero, as you pay. Once you have mapped your cards to the right Xero account, every purchase is synced with the corresponding line item in their Xero Bank Feed, with complete purchase details. Plus, if you forget to scan a receipt on the day, no problem - snap a picture when you have time, and Curve will automatically upload it to Xero.
and enhance productivity through long as there are no more than 100 documents imported per month, it’s entirely free.
One more exciting feature comes from the EntryRocket team. EntryRocket is offering an advanced level of automation — now invoices can be sent directly via email to Xero contacts, with this feature when an invoice is imported it can be automatically emailed with a link to view the invoice online and PDF attached.
Summing it up: - 100 FREE documents import - automated emailing of invoices after import
HR Partner (cloud HRIS) has just released automatic leave accruals so that you can easily track employee leave without paper files or spreadsheets. In addition, HR Partner has added a variety of new colors and layouts for users to This ready-to-use platform will allow its users to create and send quotes, manage jobs and teams and get thorough financial insights.
choose from.
Really Simple Systems
JetConvert
a level of expertise absolutely vital for small service businesses. With smart Xero and QuickBooks integrations, all invoices will be created, managed and generated straight from mobile. Lite will also take credit card payments directly in the field and record cash payments.
jetconvert.com.au Jet Convert is excited to announce our USA Quickbooks Online launch, only available in the top tier.
You can now convert SAGE 50 team members have to your CRM
loc8.com
Senta
small service business owners and
Check out approvalmax.com
reallysimplesystems.com marketing, workflow, emailing, document management, texting and more – and our new Xero integration will help cement the relationship with clients. Also in Senta now: electronic signing, secure document exchange, letter production and Google sign-in, making it easier than ever for clients to work with your practice. You can customise every workflow in Senta so it works just the way you do.
Spotlight Reporting
currently in pilot mode. We have teamed with Xero to offer this simple and cost effective solution to get QB online data into Xero. This fast user friendly transition includes your contacts, chart of accounts, open invoices & bills, unreconciled transactions, items and payroll is coming soon.
(Peachtree USA), US Quickbooks Desktop and US Quickbooks Online with current and previous financial years transactional history complementary, with premium options for additional history and monthly comparative balances.
Loc8
2018 will be a significant year for tradesmen. With its new edition, Lite, Loc8 is about to simplify and reinvent field service! User-friendly, intuitive and free, Lite will provide From November 2017, Really Simple Systems has improved its customer value proposition by doubling the number of customer records permitted in its Starter plan and removing the limit on user numbers. In the next tier up, Professional plan, a useful security feature has been added which was previously
The Starter plan now lets you have up to 1,000 customer records and permits unlimited users. The User Permission Levels feature has been added as standard to the Professional plan, letting you control the level of access your data.
spotlightreporting.com
senta.co
Senta practice manager now integrates with Xero, to help accountants work with their clients more efficiently. Senta offers CRM, Action Plan - Get your strategy underway with our new Action Plan page. It has visual goal tiles, progress-trackers, and due dates that help you close the circle between great data analysis and client goal-setting.
Xero HQ - You can now connect Spotlight Reporting to your Xero HQ account to become more proactive with servicing your clients using your two favourite apps.
Update Budgets and Five year Forecasting - We’ve added two new features to Spotlight Forecasting: the ability for users to update budget data without resetting existing rules and to create a five