We would like to update you on some recent features enhancements:
- You can now attach additional files to your emails out of Xero. If you need to attach a contract, document or even a product picture with your invoice, now you can. See the help video from Xero: https://help.xero.com/Filesonline.
- You can send Quotes with Expiry dates, additional notes and terms and conditions fields and more.
- You can track your inventory – Xero will also automatically calculate your stock value.
- Smart Lists – the ability to extract your client data based on a set of criteria. For use in marketing campaigns, collections and whatever else you can think of.
If you would like a 121 training session on these and other features specifically relevant to you, please contact us for more info. Otherwise enjoy these new enhancements, I am sure they will be very useful to many of you.