Xero News March 2022 - Public Technologies

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Xero News March 2022 - Public Technologies
Xero News March 2022
The latest in product, ecosystem, partnerships and business at Xero

What we’ve been working on
 Deep dive

Xero App Launcher helps small businesses find apps faster
We recently announced the Xero App Launcher, a new way for our customers to launch and sign into
their favourite apps. The launcher is the first major update to Xero’s App Store since we launched it in
August 2021 and is available now to our three million subscribers globally.

The Xero App Launcher lets small businesses and their advisors easily launch connected apps via a
simple dropdown tab on their My Xero dashboard. Customers can also open the Xero App Store via the
launcher to find new apps to solve their business challenges.

By enabling our customers to easily find and launch their apps from within Xero, we’re focused on
providing a more seamless, integrated user experience that helps small businesses and their advisors
get their work done faster and more efficiently.

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Xero News March 2022 - Public Technologies
Xero updates
We’ve made a number of updates on the
Xero platform over the past month.

 Global

An easier way to import
contacts into Xero
We’ve improved the way customers import contacts
into Xero, with a refreshed design and simplified
language on the import page. Users will notice a new
tabular layout that will help them handle any errors
during the import process.

                                                              New contacts features in the
                                                              Xero Accounting app
                                                              New functionality in the Xero Accounting app gives users
                                                              more flexibility when using contacts on the go. Updates to
                                                              the search field make it easier to find contacts in a hurry,
                                                              and the contact screen now shows an overview of what
                                                              each contact owes or is owed. Users can also sort contacts
                                                              by name, amount owing and owed, email and date added.

Empowering new employees
to submit expense claims in
Xero Me
We’re making it easier to submit expense claims and manage
other employee-driven processes in the Xero Me app.
New employees will now be directed to download Xero Me,
which features the same expense technology as the Xero
Expenses app, while also providing a fresh new look to make
managing everyday admin easier than ever.

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Xero News March 2022 - Public Technologies
A new look for payments                                         More flexibility in the history
services settings                                               and notes report
We’ve given our payments services settings page a fresh new     As part of our commitment to creating a unified look
look in Xero. While the functionality remains the same, there   and feel across Xero, we’ve refreshed the design of the
are some slight variations to the look and messaging on the     history and notes activity report. Users will notice a
page, which will make the user experience more seamless.        new ‘reset filter’ button, and the ability to select both
                                                                individual and pre-selected dates. The new ‘load more’
                                                                functionality will also help reduce page download time.
                                                                These features will be rolled out in the near future.

An easier invite experience
in Hubdoc
Users can now resend an email invitation for a new
Hubdoc user to join their organisation if they haven’t
accepted a previous one. We’re committed to improving
the user experience using Hubdoc and will be rolling out
more enhancements like these in the months ahead.

New ‘print’ and ‘send’ features                                 New ‘save’ and ‘approve’
in new invoicing                                                workflows in new invoicing
We know that being able to print and email a draft invoice      To bring the features of new invoicing in line with classic
is important, so we’ve added these buttons in the overflow      invoicing, we’re adding the ‘save’ and ‘approve’ workflows
menu of the draft invoice in new invoicing. We’ve also          to the new version. This allows users to make the most of
introduced a number of approval actions in the list, to         our latest features while enjoying the invoicing experience
remove any confusion when saving or approving invoices.         they’ve come to know and love.

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Xero News March 2022 - Public Technologies
Australia

Updates to Xero’s COVID-19                                      Recording client verifications
Business Support tool                                           in Xero Tax or XPM
We’ve updated our COVID-19 Business Support tool                We’ve added new fields into the ‘Tax and Company’ section
to help Xero users determine their eligibility for the latest   of the client record in Xero Practice Manager (XPM) and Xero
support packages. Users can now tailor their search fields      Tax, so users can record their client identity verification
to compare date ranges, depending on the eligibility            process. The Tax Practitioners Board will make these client
requirements of the grant they wish to apply for.               verifications mandatory in the latter half of 2022.

  Canada                                                          New Zealand

New report templates to                                         Streamlining year-end
make compliance easy                                            reporting
We’re helping advisors stay compliant with recently             For those working on the books, we’ve made changes to
introduced Canadian reporting requirements. From                Xero Payroll that will help year-end reporting run more
the templates section in Xero HQ, users can now view            smoothly. There are three key changes to New Zealand
two new report templates: ‘Company - Compilation                payroll calculations for the new financial year, and
Engagement Report’ and ‘Compilation Engagement                  these are automatically applied to all Xero accounts.
Report, Notes, RE’.

 Singapore                                                       United States

Enhancements to GST F5                                          Customisable management
return experience                                               reports
Our latest updates to Xero’s suite of GST F5 features           Users can now create customisable management reports
includes reporting tools that allow users to view the next      that are available to anyone in their organisation with
due date and amounts owed at any time. Transactions can         reporting access. It’s now possible to add or remove
also be sorted and grouped based on IRAS requirements,          reports, customise the settings and layouts, and save
which simplifies reviewing and amending within each             custom packs to reuse all the time. The new management
return. Users also have the ability to export reports in        reports will be rolled out globally in the months ahead.
Excel for flexibility across formats.

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Xero News March 2022 - Public Technologies
United Kingdom

Making MTD simple for businesses
Making Tax Digital (MTD), the government initiative to digitise taxes, is moving ahead at pace. Xero is proudly
MTD-compliant, HMRC-recognised and constantly implementing a roster of additional features that make running
a business and managing finances simple.

From April, businesses under the VAT threshold will need to comply with MTD. At the same time, the HMRC pilot for MTD
for Income Tax Self Assessment (ITSA) kicks off. This phase will impact a large number of sole traders and landlords in the
coming years.

At Xero, we’ve developed compatible software to support businesses through these significant changes.

•    MTD for VAT: our solution is up and running and being used by businesses

•    MTD for ITSA: we’ve announced that we will be ready to beta test from April when the government pilot launches

    New additions to the Xero App Store
    We welcomed a number of new apps to the Xero App Store last month, including BundyPlus Live, Peakflo, Tembo Pay
    and many others.

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Xero business news
 Global

Appointment of new board
member Brian McAndrews
We recently appointed Brian McAndrews as an independent
non-executive director to our Board. Based in Seattle, Brian
is a professional director who brings extensive experience
from his career as an executive and CEO driving growth and
innovation for leading technology, software-as-a-service
and cloud-based companies. His CEO experience includes
leading Pandora Media, a streaming music provider in the US,
and aQuantive, a digital marketing services and technology
company that was acquired by Microsoft.                                    Brian McAndrews

                                                               Launch of new sustainability
                                                               education hub
                                                               We know small businesses want to operate more sustainably,
                                                               but many don’t know where to begin. We’ve collated
                                                               resources from across the globe to help small businesses
                                                               and others in their communities learn more about running
                                                               a sustainable business. Check out our new sustainability
                                                               education hub for a range of helpful content.

 Australia

Xero maintains Climate Active
Certification for FY21
Xero has received its second year of certification (FY20,21)
with the Australian Government’s Climate Active program,
one of the world’s most established and respected carbon
neutrality programs.

Our certification recognises our commitment to offsetting
100% of our carbon emissions as part of our Net Zero @
Xero program and the projects we have selected to offset
these emissions.

We are committed to minimising our impact on the
environment, now and into the future. Learn more about
Xero’s carbon neutral certification, including our FY20
and FY21 carbon disclosure, emission reduction plans,
and carbon offset projects.

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United States

IncSight chooses Xero as
preferred accounting platform
IncSight, a cloud-based advisory firm serving legal,
medical and entrepreneurial clients, has selected
Xero as its preferred accounting solution.

As a fully virtual firm, IncSight is dedicated to streamlining
compliance and helping small businesses achieve greater
success wherever they are located. Xero’s cloud-based
solution helps provide IncSight advisors with the tools to
assist clients seamlessly and in real time.

                                                                 Xerocon New Orleans postponed
                                                                 After much consultation and consideration of partner
                                                                 feedback, we’ve decided to postpone Xerocon New Orleans
                                                                 to August 2022. The dates for Xerocons in 2022 are:

                                                                 •   Xerocon London, 20-21 July 2022

                                                                 •   Xerocon New Orleans, 24-25 August 2022

                                                                 •   Xerocon Sydney, 7-8 September 2022

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