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Gone are the times when you must sit on the desk to get these pesky admin jobs achieved. With our suite of cellular apps, you will have real-time details about your online business or follow at your fingertips, and may tick off these smaller duties on the go.
We’ve not too long ago dialled up enhancements to our cellular apps, making it simpler than ever to work from anyplace. Listed here are the newest updates that can assist you energy up your productiveness.
Seize payments, receipts and invoices with a snap
The Hubdoc cellular app is the proper method for small companies to add payments, receipts and invoices with a fast picture, and share them with their advisor. When you’re an accountant or bookkeeper, it might prevent time chasing paperwork and manually coming into information.
We all know how necessary this sort of work is to your online business or follow. That’s why within the weeks forward, we’ll be giving the Hubdoc app a recent design and a few new performance we expect you’re going to like. These are all designed to enhance Hubdoc’s usability, pace and efficiency.
Small enterprise app makeover
The small enterprise cellular expertise is getting a makeover in Hubdoc. Together with a brand new design, the app might be quicker, extra secure and far simpler to navigate. You’ll have the ability to:
- use gentle or darkish mode on the app, relying in your preferences
- get a preview of the receipt with a standing tag, so you’ll be able to see the place issues stand at a look
- view extra information when opening the file, together with provider, due date, subtotal, tax and extra
Extra updates will comply with, together with the flexibility to add multiple picture at a time, in addition to including tags and notes to offer some context to the doc. You’ll additionally have the ability to save photographs to your cellphone, replace profile particulars, change your password within the app, and extra.
Make sure that your cellphone is ready to robotically obtain new app updates, or manually replace your Hubdoc app from the iPhone or Android app shops.
Refreshed associate portal
We’ll be updating the Hubdoc associate portal quickly, which helps accountants and bookkeepers simply discover and handle their purchasers’ paperwork. You’ll have the ability to:
- seek for purchasers by title and e mail through the use of a brand new search bar, so yow will discover the shopper organisation you’re searching for quicker
- view your shopper checklist on separate pages, serving to to hurry up web page load occasions for practices with many purchasers
- add a brand new shopper and both create a brand new Hubdoc account, or join them to an current Xero organisation, with new pop-ups that take you thru the method step-by-step
We’re additionally updating the design to be extra accessible, in addition to altering some buttons to make it simpler so that you can discover what you’re searching for. You’ll have a brand new column that reveals your shopper e mail beside their title, and your purchasers might be saved separate out of your follow organisation.
That is all a part of our work to constantly replace our platform, so we are able to keep forward of the newest applied sciences, requirements and methods of working in your online business or follow.
Know the place your online business stands at a look
The Xero Accounting app helps you keep productive whereas away from the desk, by supplying you with the important thing monetary data you want on the go. Final 12 months, we added a lot of new options to the app, together with:
- the flexibility to kind, search and filter contacts, so you’ll be able to shortly see issues like what you owe your clients and what they owe you
- an general money stability determine on the dashboard, in addition to the flexibility to reorder widgets in your dashboard so you’ll be able to customise it to fit your wants
- the choice so as to add a financial institution charge adjustment, that can assist you full financial institution reconciliation on the go
- the flexibility to create and edit buy orders within the app, to hurry up purchases for your online business
- updates to the best way you view and search your bill checklist, in addition to new tags that can assist you establish the due date of invoices and see which of them have been paid
Quickly, we’ll be including a lot of new options to the Xero Accounting app, together with:
- enhancements to our machine studying algorithm, to enhance the accuracy and frequency of financial institution reconciliation strategies
- improved revenue and loss reporting, for a extra correct snapshot of your online business efficiency
When you haven’t tried the Xero Accounting app, it’s value downloading and connecting it to your Xero account, so you’ll be able to seize the knowledge you want whereas out and about.
Save time on payroll and expense administration
Xero Me is a one-stop store for workers to view their payslips, in addition to submit timesheets, depart requests, expense claims and extra. It means you spend much less time chasing workers for data, and have the knowledge you must reimburse bills and do correct pay runs.
We’ve not too long ago given Xero Me a refresh and have some thrilling new performance to share, together with:
- higher methods to trace mileage, the place staff can select a location from their current historical past and think about begin and finish places inside the route calculator
- the flexibility for workers to enter begin, finish and unpaid break occasions into their timesheet in addition to add notes so that you can see (Australia solely)
- a quick and easy method to submit comparable expense claims, with the flexibility to duplicate current bills
Within the months forward, we’ll additionally add a brand new function in Xero Me that lets staff enter multiple work and unpaid break time inside a every day timesheet, making it simpler to precisely monitor time labored (Australia solely).
Get extra achieved on the go along with our refreshed cellular apps
These three Xero apps are a powerhouse combo that provide the flexibility of working from anyplace, with the comfort of ticking off some admin duties whereas travelling or between appointments. We encourage you to take a look at the newest enhancements and look ahead to listening to what you assume.
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