New Xero Features Alert

NEW Bank Statement PDF Import

Xero is bringing the PDF import feature from Hubdoc directly to Xero’s import screen!

This feature must be rolling out in stages because I don’t see it in my accounts yet.

Note: this feature is not available on the Ledger plan if you’re in the U.S. also, this only works for supported banks.

Download the infographic and check out the list of supported banks below.

NEW Transaction Search Bar on Reconcile Tab

I’m excited for this new search bar on the Reconcile Tab because you can find what you need faster!

The old way: flip through every page at the bottom.

The new way: search for your transaction via the search bar.

I haven’t seen my accounts updated with this search bar yet but be on the lookout!

Again, Xero must be rolling this out in phases.

This is big!

Low / No Code Tools with Jay Kimelman

Jay Kimelman and I recently started a bi-weekly podcast series intended to highlight Xero and the Xero app ecosystem.

Why? Because some of the most common questions I get asked from accounting firm owners are…

What integrates well with Xero? And can Xero do _______?

We’ll bring on guest hosts who run accounting firms, software companies, and more to provide their insights.

Drop your email here to get notified when we run a live session on LinkedIn and YouTube.

Check out our latest discussion below:

My Story: Building in Public

It’s week 13, if you’re new to this newsletter, welcome!

This segment is about the business I’m building and how it’s going.

If you want to learn more check it out here.

Have you already taken my free Xero course and enjoyed it?

I’ll be releasing the full-fledged course soon. Stay tuned.

-Tam