Xero’s mobile team has been hard at work. With that come a number of great releases that make it that much easier to manage your business on the go, from anywhere. Xero have made a number of improvements to invoicing, bills and quotes, and a few additional updates that’ll come in handy on the go.
Goodbye Receipts tab, hello Purchases! Don’t panic – everything receipts is still there. But Xero wanted to make it easier for you to keep all of your purchasing related activity in one place. So, the tab now recognises the addition of Bills to pay, Recent spending and a view of Expenses Claims to the tab; helping you stay on top of your spending.
Bills and quotes just got better
Stay on top of your bills on the go with updates to iOS and Android that allow you to manage your bills from anywhere. Xero made Bills more complete by adding the ability to view unpaid bills on mobile. Check out the bill summary under ‘Sales and purchases’ to see a list of your outstanding bills. See what bills you no longer need to worry about, which need paying and when they’re due; so you can easily be in control of your money going out.
They haven’t forgotten about quotes. You now have visibility of when a quote has been viewed by a customer of yours. Your ‘sent’ quotes will display a ‘viewed’ label, so it’s easy for you to know where your quotes are at, what to expect next or whom to give a nudge to look review a quote.
Quote search (iOS)
We know that sometimes you need to find what you’re looking for in a hurry, so we’ve added a search capability in to the Quotes area on iOS.
Get your invoices and quotes out the door faster
You can now view and manage contact details without leaving an invoice or quote by tapping on a contact name. It’s easier and faster to edit contacts on the fly as you’re in the middle of invoicing or sending out a quote.
With this latest mobile release, you can copy invoices (excluding drafts), so it’s easy to copy details over to a new invoice without having to replicate any entries; the date defaults to today’s date. Save yourself some time and effort.
The same as the above is now available for quotes on iOS. You can copy over a quote and therefore minimise duplicate efforts. You can expect this release to drop for Android shortly.
This one’s for you and your customers. With this latest release, you are able to share invoices from your preferred app on iOS and Android. You can send invoices from your mobile via the app that works for both of you; which may not necessarily be via email. Many small businesses find themselves communicating with customers through a variety of apps, some of you might prefer Facebook and other social platforms to keep in touch on things.
So get your invoices in front of your customer’s eyes quicker. The ability to send invoices this way reflects flexibility in communication and helps you get paid faster by meeting your customer’s communication needs.
Sales account suggestions for Invoices (iOS)
With this latest machine learning release for mobile, you no longer need to code your invoices on iOS. Your personal assistant does the coding for you behind the scenes. The machine learning model gets to know your invoice coding behaviors. It notes any mistakes recognised by your accountant or bookkeeper, and includes corrections. Suggestions and predictions are all based on previous learnings, and you can trust that it’s done right.
Good news for anyone who likes using custom email templates on Xero web. You can now use the same templates on your iOS mobile too. As you send an invoice or a quote, select a different email template from the available list and the subject and message body will be updated according to your chosen template.
And a few more updates for mobile
If you use a Password Manager, such as1Password or LastPass then from the Xero login screen you will be able to pre-fill your Xero login details into the login fields on your iOS mobile, very nice!
New folder picker for files (iOS)
Xero have changed the way you interact with files in Xero on iOS, just to make it a whole lot easier.
File renaming (iOS)
With this iOS release, you can now rename your files from your mobile device by tapping ‘Options’, then tapping ‘Rename’. Make life a little easier for yourself on mobile and get things done quicker.
Alan Boal and AHB Finance & Consulting Ltd can help you to leverage your investment in the Xero cloud accounting platform. Whether it is help with a xero migration, improving how you perform tasks day to day tasks within Xero, or help in getting the most from using the Xero mobile app on the go, we are committed to improving clients user experience within this exceptional software.