Thursday, November 06, 2014
The new UI (User Interface) of Xero Practice Manager (formerly Workflow Max) is due mid June 2014.
This blog post will be designed to keep you up-to-date with all the public info released from Xero and Workflow Max. After the release of the new Xero Practice Manager UI, this blog will also follow the latest releases for Xero Workpapers and Xero Tax.
We run a detailed overview of Xero Practice Manager online every Wednesday
*All the info is sorted with the latest releases at the top
30 October, 2014
Xero's Australian Tax Release Schedule - Depreciation Worksheets and R&D Schedules
Finally, you can ditch the spreadsheets for depreciation calculation with this latest tax release from Xero. Coupled with expanded R&D schedules this is a great new release.
Find out more on the Xero Website
29 October, 2014
Xero Announce Integration with Microsoft Office 365
We're VERY excited about this extremely important integration between Xero and Office 365. We're heavy users of the Microsoft Office 365 suite at ChangeGPS and Change Accountants and Advisors so being able to sign into Xero using Microsofts App launcher will be fantastic.
It also presents amazing opportunities for the Xero Practice Studio - bringing us closer to the dream of a single log in.
Find out more on the Xero Website
24 October, 2014
Xero's Australian Tax Release Schedule - Individual Tax Return: ATO Pre-fill
Xero has released the ATO's Pre-fill component of their individual tax release.
Save time by using the ATO's pre-fill report into client tax returns.
To get all these cool features you'll need Xero Practice Manager.
If you want to see a detailed demo of Xero Practice Manager we have an overview every Wednesday - register here
See how it works
Find out more on the Xero Website
08 October, 2014
New Prepayments Workpaper from Xero and Requested Improvements Released
Xero Workpapers has released a new 'Prepayments' workpaper.
Other improvements include:
- The ability to unresolve a review point or a query
- The ability to attach documents to all types of workpapers which will flow through to all new packs
- The ability to use empty workpapers to store documents
- improved handling of the due-to-start and overdue reminder notifications.
Find out more on the Xero Website
23 September, 2014
Xero's Australian Tax Release Schedule - Individual Tax Return
Xero has released individual tax returns. You can now prepare and lodge individual returns for 2014 and the supporting schedules.
Check out the video to see how individual tax returns work with Xero Practice Manager.
Find out more on the Xero Website
27 August, 2014
Xero Workpapers Better Than Before and it's Gone Global
Xero Workpapers has undergone a few changes and it is now available globally!
'The Home Office' workpaper has received a major design and functionality update plus they have released a brand new 'Operating Lease' workpaper.
Functionality wise, Workpapers have improved their workflows with additional intelligence to increase efficiency when sending bulk queries.
Finally, tighter integration with Xero Practice Manager has been announced to reduce the reliance on paper in the office.
Find out more on the Xero Website
Xero Practice Manager is HERE!!
Xero's online practice management solution is here!
This release is the culmination of months of effort by our product development team and is a strong demonstration of our investment in our partner community. Xero Practice Manager is currently available at no software license cost to members of the Xero Partner Program who have Silver status or above.
11 June, 2014
Company Tax Return in Practice Manager
As the first release of Xero tax fast approaches, the Xero blog has released a sneak peak so you know what to expect.
The next installment welcomes the first version of Company Tax Returns which gives you the ability to create Company Tax Returns for 2013 and 2014 and lodge them to the Australian Tax Office.
Find out more on the Xero Website
06 June, 2014
See the New Xero Practice Manager UI
Practice Manager V1.0 is nearly here – this recorded webinar takes you through what to expect with the first release - If you want to jump straight to the new UI skip forward to about the 6:30 mark.
Find out more on the Workflow Max Website
29 May, 2014
Xero Practice Manager - Quick Time Entry Preview
Quick Time Entry allows you to quickly and easily capture billable time without interrupting your workflow, ensuring all your time is captured and visible within WIP. By making time easier to record, you can increase the recovery of time for your billing staff as well as make it easier to manage how time is being used.
Find out more on the Xero Website
23 May, 2014
Xero Tax Road Map Within Xero Practice Manager
Xero's Australian Tax solution within the all new Xero Practice Manager is about to hit a new milestone with their first installment of Company Tax Return.
Find out more on the Xero Website
22 May, 2014
Xero Practice Manager – Global Search Preview
Finding information quickly can often be difficult and disruptive to your workflow. The new Global Search allows you to quickly find key information for a client, supplier, contact, job, quote, invoice or lead without having to leave the page you’re on or interrupt the task at hand. If you need further information, you can simply drill down into the search results to view more detail.
Find out more on the Xero Website
15 May, 2014
Xero Practice Manager – WIP Manager Preview
Following the introduction of a full WIP Ledger for Practice Manager late last year, the release of Practice Manager will provide a new management screen allowing you to better manage and view your WIP.
Find out more on the Xero Website
08 May, 2014
Xero Practice Manager – Filters Preview
One of the challenges when managing large numbers of jobs and/or clients is locating the information which is important and relevant to you.
Find out more on the Xero Website
02 May,2014
Practice Manager release coming soon
Mid-June will see the first release of Practice Manager, a Xero-branded re-imagination of WorkflowMax Practice Manager.
Find out more on the Xero Website
Posted by Joe Winston
on Thursday, November 06, 2014