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Branding themes

20 comments

Published in Business on 30 June 2010 by Andrew Tokeley

Today’s release includes a great new feature we’ve called Invoice Branding. Now when you create invoices and statements you get to select a Branding Theme, which you define to control layout options including logos, payment terms and other settings.

Here’s a quick overview.

Other goodies in this release include:

  • Fixed Assets Import – if you’ve been putting off entering a large number of Fixed Assets then now’s a good time to open up Excel (or maybe you’re a Google Docs kind of person) and create a CSV file that can be imported directly into Xero.
  • Bank Rules – for those of you dealing with net amounts which already account for tax or commissions you can now use negative percentages in Bank Rules to allow you to automatically recognise the full amount of the transaction. 
  • Bank Reconciliation comments – comments entered into Bank Reconciliation now appear on the Cash Coding tab – really useful when someone else entered comments to help you determine the correct way to code a transaction.
  • Export GL to APS – something for your accountant perhaps. In New Zealand and Australia, APS is a popular practice management solution your accountant might be using.
  • Statements now show reference data – we’ve had a number of requests from users to show reference data on statements – so now we do.

You can find out more about this release and lots of help about the new features in Help Centre.

Tell us what you think.

 

20 comments

Gillian Rossouw
30 June 2010 #

This is awesome – thank you Team Xero

George Miller
30 June 2010 #

hallelujah!

elliot
30 June 2010 #

mean as guys, wont miss switching logos when invoicing thats for sure… free beer for best invoice theme?

Rick Shera
30 June 2010 #

Can’t tell from the video but presume you can also customise so that the invoice comes from a different tax entity (i.e. with a different GST number)?

Phil
30 June 2010 #

Well done guys, this is going to be very helpful.

Jon
30 June 2010 #

NOICE!

Rolf
30 June 2010 #

Yahoo, well done Xero. This will make linvoicing much easier and less error prone.

Andrew Tokeley
30 June 2010 #

@Rick – we are still using the GST Number that you specify in your Financial Settings to display on all invoices, regardless of Theme. However, we are going to be rolling enhancements to allow you to define Themes based on Word documents that define exactly how an invoice should render in PDF. When this arrives you will have complete control and could create themes with, for example, the GST Number, included in the Word template. Look out for something later this year.

Xero have released a new Invoice Branding Tool. Here’s my review.
30 June 2010 #

[...] never have to install any software updates ever again.  The latest update from Xero – their Invoice Branding Tool – is rather cool.The new update allows you to apply multiple, pretty much unlimited, layouts [...]

Tim
30 June 2010 #

This is a great feature that I have been waiting for for a while. Well done.

Jeremy Harwood
30 June 2010 #

If you could only print cheques, would join !!!

Darryl Collins
30 June 2010 #

Excellent. This is something I have been asking for for many months, great to have it!

Adriana
1 July 2010 #

This is excellent. However it would be great if you could create quotes in Xero. Looking forward to that feature.

Blair
2 July 2010 #

@Tim – people still use cheques??

Blair
2 July 2010 #

Oops, I mean @Jeremy!!

Jonathan
2 July 2010 #

Is there a way to change a few label like Unit Price or Subtotal? We need this to translate a few terms in french.

Tim
2 July 2010 #

They definitely still use cheques here in USA!

Tim
2 July 2010 #

Ah, by the way this is a different Tim. :-)

David Kime
3 July 2010 #

Yes they defo use cheques a lot in the UK too

Andrew Tokeley
5 July 2010 #

@Jonathon – unfortunately this is not currently possible but we are planning to introduce fully customisable templates (actually Word files) that will allow you to control labels, fonts, layouts – in fact anything you want. Look out for something later in the year.

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