Release Notes

If a dev team ships a feature but tells no-one about it, did they really ship it?


Release 48 • August 13, 2020

It's been a while since we launched the last set of release notes, so we have plenty to share! Check out these new features and improvements in Xavier:

  • GoProposal Integration: If you’re a user of GoProposal, you can now connect to GoProposal and see Xavier metrics directly in the GoProposal app! For more information on the integration and how to set this up, please see the documentation on the GoProposal integration page.

  • New & improved VAT checks:

    • We now calculate VAT Cash thresholds based on a more accurate revenue calculation
    • We have added a new VAT Check for you called VAT Box 1 to Box 6 Comparison. This simple check quickly compares the percentage of the VAT Return Box 1 in relation to Box 6 for your VAT return process. Read more here.
  • Focus Dashboard: This dashboard now includes the number of checks marked with N/A and Issue as metrics for a Flow in the Focus Dashboard.

  • Practice Dashboard: We now include the number of draft invoices as a metric in the Practice Dashboard

  • Billing: Xavier has an all-new Billing view, with the ability to upgrade your subscription to our new bundle pricing, and have greater visibility on your client licences, invoices, and billing details. Throughout the app, we now have an indicator for those on Bundle pricing to let you know when you're nearing your client licence limit.

  • Team Member Lists: Where Team Members are displayed in-app, they are now available in in alphabetical order.

  • Overview adjustments: we now hide the Corporation Tax calculations for clients where we detect their Organisation Type as a Partnership.

  • Depreciation Run: this Check now has a deep link directly to Xero in the Depreciation Run check in the Fixed Assets insight.

  • Corporation Tax: You can now view what codes are being excluded from the Addback section in the Corporation Tax insight.

  • NZ localisation: Updates made to the PAYE Tax calculation and Income Tax calculation for the Kiwis

  • API Update: We have added an ‘alert level’ endpoint to the API to correspond with the health score, to help integrators determine how to display the health score

  • Bug Fixes:

    • Practice Dashboard: We have fixed an issue where in some cases, Net Wages and PAYE information was not displaying.
    • Entertainment Accounts: In some cases, changes made to the control accounts selected were not sticking. This has now been fixed.
    • Flow Exports:
      • Comments in Flow PDF exports are now correctly formatted.
      • In a small number of cases, Flow exporting was not possible due to certain complications (including deleting a Custom Check), which have now been resolved.
      • Xavier was occasionally selecting incorrect VAT Return Check dates during a Flow. This has now been fixed so it works with the date of the Flow period.
    • PAYE check: In some cases the PAYE Control Account Check was not conforming to set date parameters, this has now been fixed.


Release 47 • June 18, 2020

  • New Control Account Checks: We have added two new checks to Xavier to start with for our new Control Account Insight. These checks will build on our PAYE and VAT Control Account checks, and in this new release we focus on payroll. Both new checks, like the PAYE check, display a chart when the card is opened showing money in and out of the control account, and a detailed grid of transactions in the period. Both will be available for use in Focus. The new checks are:

    • Net Wages Status - This check balances manual journals against detected payments with Net Wages account codes, to ensure that it reconciles to 0 or the balance is as expected.
    • Pensions Status - This check balances manual journals against detected payments with Pensions account codes, to ensure that it reconciles to 0 or the balance is as expected.
  • Control Account Configuration Options - Control account configuration is now easily accessible from the Client Configuration Settings area, so you won't need to set these up in each of the Check cards. The PAYE Status check now also detects and suggests PAYE account codes to use.

  • Login page updates: The login page has been updated; it still logs you in, but now it's a bit shinier to match our website. If you're not a user yet, you'll notice we have an all-new Registration page too!

  • Multi-Coded Contacts: We now include a yellow star indicator to identify which code is a Xero default tax or account code, where available.

  • Bug Fixes:

    • Bulk Flow Creation: Xavier now defaults to Account Manager 1 and Account Manager 2 if you do not select an assignee and reviewer during bulk Flow creation by tag
    • Cost by Account Code: We now exclude future dated transactions from our checks
    • Flows during an Import: You now cannot start a Flow while the client is importing - we're all about that up-to-date data...
    • Fixed Asset Register: Further improvements to our Fixed Asset Register calculations
    • VAT Return Preparation Flow Template: This has been adjusted to include our wider 'Tax Rate Review' check
    • Corporation Tax: Some configuration settings were not applying correctly, this has now been fixed.


Release 46 • June 5, 2020

  • Regular Suppliers is now Cost Analysis: You might have used Xavier's Regular Suppliers insight before, but now it's had a significant upgrade - we have renamed this insight Cost Analysis, to reflect that it now covers much more than just suppliers. The main updates are:

    • Cost Analysis by Account Code - Previously Regular Suppliers allowed you to view anomalies or fluctuations in the expenditure by the supplier. We have now expanded this so you can review costs by account code.
    • Regularity - We have introduced an indicator to how regularly you pay a supplier or use an account code; this can be really useful in ensuring you have all the invoices you need - but also forecasting for the future. You can also display and filter your Suppliers and Accounts based on their regularity.
  • Bulk Flow creation: You can now create Flows for a group of clients based on their Tags, rather than selecting client by client! You’ll be presented with both ‘by client’ and ‘by tag’ options when selecting clients, and you can choose multiple tags at a time too. We have also removed the limit on the number of Flows you can create at one time, because the Flow creation process now runs in the background - there will be a notification box in the bottom right of the screen to keep you updated on how bulk Flow creation is progressing. This is a first step; we’re still actively working on improving our Flow creation process, so stay tuned for more updates here!

  • Client Settings from the Client List: Right clicking on the three dot menu on a client card from the Client List brings up a quick actions menu - we have now added ‘settings’ to this menu, to take you straight through to the clients’ settings area.

  • Corporation Tax: This insight and associated warnings are now hidden where we detect the Client is a Sole Trader.

  • Bug Fixes:

    • Practice Dashboard: When averaging health score the decimal places could get out of hand, this has now been fixed
    • Duplicate Transactions: A limit has been created for the number of Duplicate Transactions that Xavier will detect at one time, so the insight is able to load. If you hit 1000, at least you’ll have one less problem with the page loading.
    • Report Delete: The option to delete a report is no longer visible for users who do not have the user permissions to do so.
    • Focus Dashboard: In some instances, the Flow name would not display when Flows were grouped. This has been fixed.
    • Aged Receivables: The parameter option for 12 months is now available in Focus.
    • Duplicate Transactions: ‘Paid On’ dates will no longer appear for unpaid invoices
    • Fixed Assets: Disposed Fixed Assets were still popping up in Fixed Asset Reconciliation check. This has now been fixed, along with a few other edge cases.


Release 45 • May 14, 2020

  • Resilience: Business Performance: Xavier now has a new section in the sidebar called Resilience, dedicated to ensuring that you have all the insights you need to understand where your clients strengths lie, or where they might be at risk. We hope to add more functionality to this feature in the coming weeks and months ahead, but today the feature is being released with a view called Business Performance, containing four new checks carefully selected to give you a snapshot of how the business is performing in a given period:

    • Revenue Movement: Keep track of revenue over time, and compare performance with the previous period.
    • Net Assets: Keep track of net assets over time, and compare current status with the previous period.
    • Customer Reliance: Detects the top customer by percentage of total revenue during the period, and reliance as a percentage.
    • Supplier Reliance: Detects the top supplier by percentage of total cost during the period, and reliance as a percentage.
  • Historical Changes Improvements: Xavier's Historical Changes view has been enhanced. For UK users, Xavier now detects the last filing period in Companies House, which you can select to auto-populate for the date ranges.

    Historical Changes is now also available as a Check to use in Focus; this will create an alert for any changes made to the previous filing period to use as part of your standard checks.

  • Duplicate Transactions: You can now select a comparison range within our Duplicate Transactions check that suits you, from 3 days (the default) to 31.
    This can help detect, for example, transactions that were not immediately duplicated, but have been duplicated within the month.

  • Aged Balances: You can now select invoice ages of > six months and > twelve months in our Aged Balances insight.

  • Client Activity Report: The Client Billing Report (the report that lists all clients you have had in Xavier over a given period, accessible under Manage Team) now includes a column to indicate that client's Xero connection status in Xavier.

  • Session Ended Prompt: Xavier logs you out after a certain period of time; we will now notify you proactively when you have been logged out, with a little message, so you don't find out by clicking on something else.

  • Bug Fixes:

    • VAT Checks: A number of adjustments have been made to make our VAT Checks, particularly our VAT Control Account check, more accurate.
    • Teams: Occasionally for some Enterprise teams, the Team Ownership would not correctly transfer between users. This has now been fixed.
    • Dormant Accounts: In some cases, dormant accounts was not detecting transactions for account codes. This has been fixed.
    • FLow List/Focus Dashboard: In some instances, only one Flow would show on the Focus Dashboard or Flow List. This has been fixed.
    • Duplicate Transactions: The Bank Transaction type is now displaying correctly in the Duplicate Transactions detail grid.
    • Custom Exports: Some special characters in a Custom Report name (e.g. '&') were causing Sandbox exports to fail when exporting to Excel. This has now been fixed, to remove all special characters from the exported file name.

Full Release Notes History


Release 44 • April 21, 2020

The Xavier Team are getting into the spring cleaning spirit with these latest updates

  • New Metrics on the Practice Dashboard: There are a big selection of new columns now available on the Practice Dashboard, the majority are listed under Insights:

    • Debtor Invoice Count
    • Debtor Balance > 3 Months
    • Debtor Balance > 12 Months
    • Creditor Balance
    • Creditor Invoice Count
    • Creditor Balance > 3 Months
    • Creditor Balance > 12 Months
    • Xero Connection Status
  • Focus Dashboard Improvements: The new Focus Dashboard has been improved, with a new column for Checks Outstanding.

  • Bug Fixes:

    • New Flow Creation Limit: We have set a limit on the number of Flows you can create from a single New Flow at one time for the moment, while we work on a more effective way to create Flows in bulk. This limit is currently 20.
    • Tag Bulk Delete: There's now a specific cancel option on the confirmation popup for if you change your mind.
    • Duplicate Transactions: The new Duplicate Transactions check is now working correctly in Flows, and in Overview exports.
    • Client Reporting Date: In some instances, the Last Financial Year date range would span 2 years. This has now been fixed.


Release 43 • April 8, 2020

An exciting release for the start of April with two major headline features to help get clients through difficult times:

  • Duplicate Transactions: We know our users have been asking for this one for a while, so we wanted to get it right! The sibling to our Duplicate Contacts check, this AI-assisted tool identifies duplicated invoices, payments and transactions. This first iteration of the tool includes a degree of fuzzy matching to really clean things up.

  • Bank Account Health: Xavier now provides some great new metrics in the Bank Reconciliation view, with a summary of all unreconciled items and the current cash position, as well as number of Manual Feeds (with indicators against the manual feed bank accounts). We hope this will be especially useful for keeping small businesses up to date and accurate on their position!

  • VAT Return Checks (UK Only): Some pretty cool new functionality available in the VAT Return Checks insight, and for use in Focus! Including...

    • Xavier now handles the VAT Cash Scheme at the transaction level
    • Xavier now handles VAT Late Claims
    • The expandable VAT report has been revamped, and now includes "Box" figures
  • New Practice Dashboard Report - Debtor Days and Cash: As part of our Turn the Tide initiative, and in collaboration with Chaser, the Xavier Team have put together a new custom report for your Practice Dashboard that will look at debtor days and compare debtor balance with turnover, so you can identify clients that might benefit most from credit control services in the current COVID-19 crisis.

  • Focus Dashboard: Does your team have a lot of Flows in Focus? Xavier now has a grid dashboard for that - analyse your Flows, sort, filter and pivot to see how you and your team are getting on.

  • Flow List: The Flow list now loads 10x faster, good for ramping up your Focus activity while remote working!

  • Flow Exports: Large Flow (25+ checks) export PDF's will now be emailed as an attachment (using the email address used to log in to Xavier) instead of being downloaded in the browser. This will still use the same 'Export to PDF' button, but you'll get a pop-up notification to let you know if it's been emailed. Please bear in mind; the larger the Flow, the more time it will take to be emailed to you, so it could take more than a few minutes in some cases. Please be patient!

  • Bug Fixes:

    • New Flows: In some cases, creating a Flow would create more than one new Flow. This has now been fixed.
    • Overview Reporting Date: Some users experienced a bug on the 1st of April where clients were reporting on the incorrect date - sadly not a fun April Fools joke, this has now been fixed.


Release 42 • March 23, 2020

We've been keeping busy (and responsibly socially distanced) with these March updates...

  • Two Flow Reviewers for All: Flow Reviewers are now available for all teams, not just Enterprise teams, in Focus. What's more, you can now have up to two reviewers! The review system allows reviewers to approve or hand back the Flow to the original team member, with email notifications and comments to help the process along.

  • Cost Reviewer by Supplier Report: We know that now, more than ever, small businesses need effective and targeted help to keep going. There's a new report template waiting for every team in the Sandbox called Cost Review by Supplier. This report is designed to help those difficult client conversations by providing clean, up to date and accurate figures for things like cashflow reporting. You can watch this video for more information on how to use this report.

  • Senta Integration (Beta): Our Senta integration is now available in Beta! Just get in touch with us to switch it on for your team, and you'll be able to access Xavier Health scores in Senta.

  • Bug Fixes:

    • Historical Changes: The Grid is now showing full size for Windows 10 users using Chrome.
    • Bank Rec in Flow: The Flow check was not using the correct date range in some instances. This has now been fixed.
    • Cash Refunds: Cash Refunds are now deducted from Overpayments in the VAT checks
    • Lock Dates in Overview Export: In some cases, unset lock dates were causing the Overview Exports to fail. This has now been fixed.
    • Flow Duplication: You can now duplicate in-progress and completed Flows without an error popup.


Release 41 • February 17, 2020

This overview update is big news! Read about our February updates...

  • Xavier Overview Dates: There's a hot new function on the Overview in Xavier - you can now change the dates to whatever period you would like to use with that client! Select from one of the optional ranges such as Quarterly or Current VAT Period to Date, or choose your own manual date range, depending on your needs. Recalculate, and you'll see a Health Score to reflect the period you have chosen as well as the dashboard alerts and metrics for that period. These date periods carry through to your exports too.

  • VAT Return Check filters: New Account Class filters are available for Balance Sheet and P&L in the following VAT Return Checks: Transactions With Attachments, Transactions Without Attachments and Tax Review by Code.

  • Filtering by Dates in the Sandbox: You can now filter by date parameters in the Date and Created On fields in the Sandbox.

  • New Bank Rec metrics on the Practice Dashboard: The Outstanding Payments and Outstanding Receipts metrics are now available on the Practice Dashboard for all your client prioritisation needs.

  • Contact Account Number now available in the Sandbox: For your next client report or analytical review, you can now view and use and Contact Account Number column in the data Sandbox to search, sort, filter or pivot.

  • RIP to the User Notifications List: If you can't find it, that's because it's now gone! You know, that little yellow bell in the corner, with the big number next to it? It's fair if you don't remember it because very few people ever looked at it, we admit those notifications weren't very helpful anyway. We're working on better ways to let you know when there's something important happening...

  • Bug Fixes:

    • Focus: Flow List: Loading speed improvements for when you have a lot of Flows.
    • Aged Payables: The Xero link would sometimes take the user to a blank invoice. This has now been fixed.
    • HMRC Filing and Payment Status: The list is now in correct date order by period end.
    • Sales Analysis Insight: This was briefly not loading for users; the issue has now been fixed and the insight is back up.
    • Client Billing Report: In some instances, this was under-reporting the number of users for an invoice period. This has now been fixed.


Release 40 • January 31, 2020

Our second release of the year with some exciting, and requested, new functionality...

  • Xavier Flow Exports: You can now export a Flow in Xavier! Exports are available in both PDF and Excel formats, and include key stats, status, comments and activity history, so you can share your good work with your clients.

  • "Improve Debtor Days by - " Metric: A new Xavier metric is now available in the Average Debtor Days Flow check, and in Aged Balances view inside the Average Debtor Days card, where you can see the financial impact of reducing your debtor days ratio by a number of days. You can also see the impact of improving debtor days by 1 in the Practice Dashboard.

  • API Beta Updates: We have a new endpoint for Activity Stats available via our API for Activity Stats information, including: turnover, number of sales, number of bills, and number of transactions. We also have more data available under our Client endpoint including: practice code, debtor days, debtor balance, and HMRC connection status. Please just get in touch if you are interested in trying out our API.

  • Custom Billing Reports: Our Enterprise customers and those using GoCardless or Direct Debit billing can now generate custom client billing reports for a given period within Xavier, with details of when clients have been added and removed.

  • Overview Improvements:

    • The Overview now shows the Debtor Days reporting date.
    • When you click on a statistic from the Client Overview to take you to the cleanup tool or insight, we now make sure the dates from the Overview are applied, so you'll see exactly the same detail the Overview is referring to. No more date updates and recalculations needed, and much less confusion!
  • Bug Fixes:

    • Invitations: For those of you lucky enough to already have a Xavier account and get invited to a new Xavier team, we now have an email for you in that specific situation, with the actions you need to take in it.
    • Account Type Changes: Changing an Account Type for an Account Code in Xero now updates the related transactions in the Sandbox
    • Xero Permission Import Issues: If you have added a client but don't have permissions to view their reports, Xavier won't be able to complete the client import. In this event, we will now send you an email with an explanation.
    • VAT Return Checks: We've implemented even more performance improvements to help improve loading speed for very large clients.


Release 39 • January 17, 2020

We're not hanging around in 2020! Here's our first release roundup of the year...

  • Xavier Sales: This new feature allows you to review your client's revenue, breaking it down into who their key customers are and how much revenue each of these customers generate. Typically the majority of revenue comes from a proportion of customers; by identifying these key revenue generating customers, you can give clients informed advice as to where they should be focusing their time.

  • Archive Dormant Accounts: You can now archive unused account codes straight from the Dormant Accounts tool in Xavier, with the click of a button (called, helpfully, "archive").

  • Single Sign-On: The login screen now shows a second login option called Single Sign-On (SSO), which is an option we now provide for our Enterprise Teams. If you would like to use SSO, please get in touch.

  • Tax Code Reviews: This new check in Xavier looks at all the transactions for a given period, grouped by tax code, for you to review. This is a handy option for our international customers, who were not able to make use of our UK-specific 20% VAT checks. To get started, you can find this check card in VAT/Tax Return Checks, or pop it into a Flow Template.

  • API is now in Beta: For the tech-savvy among you, Xavier now has the beginnings of an API. You can read our help docs and get in touch if you are interested in getting started.

  • Flow Recalculations: If Xavier has synced a client since you started a Flow, you'll be prompted to recalculate, so you'll be up to date.

  • Flow Editing: You can now update who a Flow is assigned to, and who the reviewer is, even once a Flow has been started.

  • Bug Fixes:

    • Dismissals: Dismissed items were sometimes popping back, so we have improved the process to reduce this overfrendly behaviour.
    • Bank Reconciliation: We were finding an issue where certain receipts and payment records weren't being picked up, this has now been fixed.
    • The Back Button: Sometimes, clicking 'back' in the browser window while a modal was on the screen would result in the page being unresponsive. Fortunately we have fixed this.
    • VAT Return Checks: For very large clients, this view could be slow to load. We've implemented some performance improvements to help.


Q4 Product Update • December 19, 2019

After all the excitement of Focus, Xerocon, and the festive period, we're condensing our Q4 2019 release notes here:

  • Xavier Focus: Probably our biggest release of the year, on the 1st of November we introduced Xavier Focus, a new way to use Xavier. Compile your own customised workflows of Xavier checks for your clients, with assigned team members and due dates. You can read more about Focus in our blog post here. Following the initial release, we've made a few updates to Focus functionality:

    • You can create Custom Checks - these are free-text checks you can create for any activities that are not available as a Xavier check, but should be completed during a Flow
    • You can now create Flows for multiple clients at once using the same template
    • There are now three completion options for a check in Focus mode: Complete, Complete with Issues, or N/A
    • You can add comments to each of the checks in a Flow
    • Flow templates can now be duplicated - this will make it easy to create multiple slightly different Flow templates
  • Make a Note: You can now create notes on the Client Overview, for any of those necessary details you might need to keep.

  • Xero Activity Checks: Xavier will now raise an alert to the Activity section of the Dashboard if there haven't been any bills or sales in the last 30 days. You can also view the last bill and sale dates in the Activity Stats insight, and add this check to Flows, to make sure Xero is being kept up to date.

  • Better Imports for Large Clients: When importing a client for the first time, we will now raise an alert to let you know if that client might take an unusually long while. We've improved our import system behind the scenes to try and improve the success rate of large client imports, though very large ones can reach daily limits and take more than a day; we'll send you an email to let you know if this is the case. The good news is that once a large client is imported, daily syncs are much faster!

  • Monthly Billing Report: If you need to know what clients you've been charged for in Xavier for the month, we now provide a billing report with your invoice, which you can access in the Team Subscription area in Xavier.

  • New Practice Dashboard Columns: You'll now be able to see the balance of the PAYE account and practice codes for each of your clients in the Practice Dashboard.

  • New Sandbox Columns: Two new columns have been added to the sandbox: Practice codes, and sales invoice references.

  • VAT Scheme Threshold Checks: We now show the date range for the annual turnover and quarterly turnover in our VAT Scheme Threshold Checks.

  • Cash VAT Scheme Improvements: For our UK customers, we have improved our Cash VAT Scheme estimates by importing and using cash-only journals.

  • Team Sidebar: The sidebar navigation for the Team area of Xavier (where the Client List is) has been tidied up into groups, so it's easier to choose what you need.

  • Depreciation: VAT Tracking Insight: This insight has been depreciated and is no longer available, please use VAT Return Checks instead.

  • Benchmarking: We introduced this one in a bit of a soft launch as it's still technically in Beta, but you can now benchmark your clients on expenses or turnover against the other clients in your team, or all clients in a heat map. You can also narrow down your benchmarking to both industry, and region. You'll find Benchmarking under Insights in the sidebar.

  • Enterprise Additions: There are a few features we have added explicitly for our large enterprise clients:

    • Focus: You can now assign a reviewer to a Flow, to implement an approval process before it is marked complete.
    • Owners of multiple Xavier teams can have oversight of all their teams in consolidated Practice Analysis views
    • A new team role has been added: Admin. This user has access to team and client settings, and the ability to add clients and integrations.
  • Bug Fixes:

    • Corporation Tax in a Flow: This was briefly only considering the current year, and now includes the full time scale required.
    • Bank Reconciliation: Some factors were throwing out the Bank Reconciliation total calculations. We now check for any statement lines that are pre-dated before the Xero organisation creation date, and improved our importing of the closing statement balance to prevent this from happening.
    • Health Score in Practice Dashboard: This was not being treated as a number. Which it is. So we made it a number. We like numbers.
    • Historical Changes: In some circumstances the grid became unscrollable. Scrolling has now been restored.
    • Multi-Coded Contacts: If you filter to see only Contacts with Revenue suggestions, you will no longer see Expense suggestions for those contacts as well. Just the way you like it.
    • Also Multi-Coded Contacts: The count of transactions with each code was occasionally incorrect. This has been corrected.


Release 37 • September 20, 2019

  • Multi-dismiss is here!: you can now select all/multiple suggestions and dismiss or fix them all in one go! This has been one of our most-requested features and should do wonders for some client health scores out there. Multi-dismiss is available in the following cleanup tools: Contact Defaults, Duplicate Contacts, Dormant Accounts. Enjoy!

  • Benchmarking now in Beta: we've launched a Benchmarking feature for select teams, with the aim of making it generally available for UK teams shortly. The graphical layout lets you quickly compare revenue and expenses between clients in your team and get a high level view across industry, region and age.

  • Bug Fixes:

    • Contact Defaults: we fixed an issue in some situations where defaults were not being set in Xero properly
    • Benchmarking: we fixed the turnover calculation for businesses that belong to multiple industries


Release 36 • September 6, 2019

  • Bulk Tag Management: You can now quickly manage which clients are assigned to which tags in the Tags view at the team level.

  • Contact Defaults Export: We've added a handy export to Excel for the Contact Defaults cleanup tool.

  • Speedy Dismissals: We made some major improvements to the speed of dismissing suggestions in the Xavier cleanup tools. Things should be faster, clearer and smoother in this area now.

  • Bug Fixes:

    • Dismissals: some users were experiencing issues dismissing suggestions, especially in the Dormant Accounts tool. This has now been sorted
    • Contact Defaults: we fixed an issue for some people not being able to set Contact Defaults, and removed suggestions to set certain System Accounts as defaults, which Xero does not allow
    • Health Check: the reporting date used for Fixed Assets in the Health Check was incorrect, causing the calculation to be off
    • VAT Return Checks: we now always use the start of a month for VAT periods - in some rare situations we weren't previously


Release 35 • August 30, 2019

  • VAT for South Africa: We've added support for the South African 15% Two-Monthly VAT Scheme in our VAT Return Checks

  • Team Owner Visibility: We've updated the user permissions in Xavier so now the Team Owner can always see all clients in Xavier, regardless of the visibility settings for a client.

  • Attachments VAT Checks: Two of our VAT Return Checks, With Attachments and No Attachments now allow you to filter out Manual Journals from the results.

  • Lock Dates: The Lock Dates History view has had a revamp to be more inline with Xavier's global traffic-light and expandable card system.

  • Bug Fixes:

    • Adding Clients: we now provide better messaging when you try and add a client that already exists but you don't have permission to see it.
    • GL Accounts: we now handle scenarios where Accounts are deleted in Xero much better in Xavier
    • Tooltips: Some tooltip hints around Xavier weren't working, they have now been reinstated!


Release 34 • August 16, 2019

  • New Feature: Tagging: You can now tag clients for super flexible grouping and reporting! Get the full story on our blog

  • Multiple Teams: For those on our enterprise plan with multiple teams, we now support user accounts across teams, and provide the ability to quickly switch between them.

  • Resend Invites: You can now handily re-send Xavier email invites to your team members at the click of a button.

  • Bug Fixes:

    • Bank Reconciliation: We were incorrectly reporting unreconciled transactions from archived bank accounts - these are now excluded
    • Grid Dates: Some date columns in certain grid views were formatted incorrectly


Release 33 • August 9, 2019

  • Duplicate Contacts: Feeling overwhelmed with the number of Duplicate Contacts Xavier has found? Or maybe you aren't seeing as many matches as you'd expect? Xavier now lets you adjust the precision of the Duplicate Contacts matching algorithm, configurable per client!

  • Client Quick Switcher: The full list of clients is now available in the quick switcher, within a scrolling window.

  • Sandbox and Grid Views: You can now quickly "expand all"/"contract all" in Xavier's grids when you have created a row group.

  • Bug Fixes:

    • Grid Views: Certain date columns were unable to be filtered correctly in some of the grid views, which have now been corrected


Release 32 • August 2, 2019

  • New - MTD Dashboard: For our UK practices that are moving onto HMRC's MTD VAT filing system, there's now a dedicated dashboard at the team level for keeping track of all your client's MTD data, including filing and payment history. You can also customise this to your liking and save it as a Custom Report.

  • Generally Available: The new HMRC MTD integration and Practice Activity Stats features are now available for everyone!

  • Practice Activity Stats: You can now save custom layouts of the Practice Activity Stats.

  • Bank Reconciliation: The Bank Reconciliation view has been made more interactive, and it is easier to now see all bank accounts at a glance.

  • VAT Return Checks: The Estimated VAT calculation now accounts for VAT On Imports for clients on the Accrual scheme, making it more accurate.

  • Bug Fixes:

    • VAT Return Checks: The "Transactions With Attachments" check was not loading attachments in some cases
    • Duplicate Contacts: We've reinstated the max limit of 1000 matches for now, until we can provide configurable matching levels
    • Multi-Coded Contacts: This was duplicating some account codes, which has now been fixed
    • Client Overview: The currency in this view was not always showing the correct one for the client


Release 31 • July 26, 2019

Beta testing of our HMRC integration is underway, so if you'd like to get involved then let us know!

  • New - Practice Activity Stats: Teams in our Beta Programme now have access to the popular Activity Stats for every client in a powerful grid view at the team level. We've also supercharged it, with month-on-month and year-on-year performance indicators!

  • HMRC integration: You now have visibility of client status with regards to their MTD connectivity on the Practice Dashboard. You can see whether they are connected and if there are any configuration or data issues.

  • Sandbox: The sandbox now has separate fields for Account Code and Account Name for more flexible filtering.

  • Performance: Certain views (Bank Reconciliation, Fixed Assets we're looking at you) were slow to load for some clients - we've made some big performance gains in these areas.

  • Bug Fixes:

    • Practice Dashboard: Certain older clients that had not synced for a long time were preventing this from loading
    • Practice Dashboard: An issue with scrolling in Firefox has been fixed
    • Lock Dates: The lock dates history view was not loading for some clients, which has now been sorted
    • Health Checks: The Excel export here was was not working if some invoices were missing a due date


Release 30 • July 17, 2019

We are now opening the HMRC feature up for beta testing, so if you'd like to get involved then please get in touch!

  • HMRC integration now in Beta: Xavier is now pulling in VAT data directly from HMRC for MTD-connected teams and their clients. This allows us to give a much clearer and more accurate picture of the filing and payment status around VAT for clients. This data flows into the following areas of Xavier once a team has connected to HMRC:

    • The Practise Dashboard has a new MTD VAT section with a dates and status of upcoming returns and payments
    • The VAT Return Checks have a new HMRC Status section with details on the selected VAT period as well as filing and payment status in general, and our Estimated VAT section now uses actuals where available
  • New - VAT Control Account Reconciliation: If the HMRC integration is enabled, we can now reconcile the VAT Control Account in Xero against the current HMRC liabilities, plus any accrued VAT and future VAT (if on the Cash scheme), to ensure this account balances. The reconciliation breakdown is available in the VAT Return Checks and the balance at a glance in the Practice Dashboard.

  • Customisable Exports: You can now add your Company logo or banner to the top of our PDF exports, by uploading it to the Team Settings. Let your clients know who's doing all the good work in Xavier by showcasing your brand at the top of that 100% health score!

  • Client Overview Export: Also export-related, check out our new-look Client Overview pdf. This export includes additional commentary on each of the key statistics for easy client handover, plus the items are now arranged in priority order so you can easily focus on key areas for improvement.

  • Client Switcher: You can now switch really quickly between your clients, or use Xavier's speedy search, directly in the sidebar from any page in Xavier. Just click the switch icon next to the client name in the sidebar to launch the switcher list. It will even take you to the same cleanup or insight tool you were viewing previously!

  • Minor UI updates: Cards now animate when expanding and contracting, which is just pleasant. The sidebar has a bit of a shadow and the open and close chevron does a fun little wiggle.

  • Bug Fixes:

    • Configurable VAT Periods: Xavier now lets you choose the VAT starting month for a client in case it is not tied to their financial year
    • VAT Scheme Thresholds: Xavier now calculates the rolling 12 month taxable turnover for thresholds using the end of the selected period as the starting point for looking back
    • VAT Return Checks: VAT Checks were not always returning all results for tax code reviews. All results are now included
    • Empty Client Lists: The Client List was looking a little weird when filtering if there were no results. This has now been fixed


Release 29 • June 21, 2019

  • Fixed Assets: There's a new, faster process for reconciling Fixed Assets in Xavier. If the balance for a fixed asset account doesn't match the FA register, the system steps backwards through time to find out when they last reconciled, and then shows each date where there are transactions that cause an imbalance.

  • Practice Dashboard: There is now a new Aged Debtors Balance metric available in the Practice Dashboard.

  • Date formatting has been improved to detect your global location and format dates appropriately.

  • Improvements have been made to the logic that detects VAT payments.

  • The speed at which insight suggestions can be dismissed has been improved.

  • Bug Fixes:

    • Regular Suppliers: the transaction list of a regular supplier period sometimes duplicated transactions - this has been resolved.
    • Custom Reports: the list of custom reports now refreshes properly after a report is deleted.


Release 28 • June 14, 2019

  • New VAT Return Check Items: There's a new 20% VAT Review item in the VAT Return Checks with a configurable amount threshold, plus we've brought the Scheme Threshold and VAT Accrued values into the Return Checks area. You can now also see the scheme, period frequency and VAT rate at the top of the view.

  • New Health Check Item: There's a new Draft Invoices item in the Health Check to highlight any outstanding Draft or Awaiting Approval bills or sales invoices for the period.

  • Bug Fixes:

    • Client Overview Export: The export to PDF or Excel was failing in some instances, which has now been resolved.
    • Sandbox: It was discovered that sorting in the sandbox was not case-insensitive, which it now is.
    • Team Ownership: Xavier wouldn't allow you to transfer team ownership if your subscription was inactive - you can now do this regardless of your subscription status.


Release 27 • June 7, 2019

  • Custom Client Visibility: Recently we launched two options for Client Visibility: Whole Team and Xero Users Only. Well now there's three! You can now choose exactly which of your team members can see a client via the Specific Users setting. We also now default to Xero Users Only when you're adding a client. If we don't detect you in the Xero Users list, we'll bring up a prompt when adding to get you to review this.

  • Additional Filters: You can now switch between tax/account and by purchase/sale views in our Contact Defaults cleanup tool, and you can sort by name or account code in Dormant Accounts.

  • Corporation Tax: There's now an extra, fully configurable "Other" category in the Addback section of the Corporation Tax insight, due to popular demand!

  • Practice Dashboard: There's a new Favourites column in the Practice Dashboard that allows you to build more powerful custom dashboards.

  • Xavier Status: Jumping on the status page trend, you can now keep track of any issues Xavier Services might be having on our status page,

  • Bug Fixes:

    • Contact Defaults: Some users were having issues dismissing or setting Contact Defaults. The Client Overview stats were not always updating either - these have now been resolved.
    • Client Visibility: If you weren't on the list of Xero Users when importing a client, there's a chance you couldn't see the client in Xavier after it had been imported. This has now been fixed with an additional review process.
    • Regular Suppliers: In some instances incorrect transaction counts were being displayed for periods - now fixed!


Release 26 • May 24, 2019

  • Net Assets and Cash Position: Client Net Assets and Cash Position are now available as metrics on the Client List and the Practice Dashboard, and also pride of place in the Bank Reconciliation cleanup tool.

  • Tax Type Defaults: We now provide default tax type suggestions as well as account codes for Contact Defaults and allow you to set these in Xero.

  • Optimised Insights: We've been working on making Xavier faster, and as part of that we've been optimising our insights and cleanup tools across the board. With these improvements, syncs and recalculations should be significantly quicker.

  • The Client Overview now shows the parameters used underneath the key cleanup stats, so you can see easily where those numbers have come from. You can also over over the alert icons for additional information.

  • The Team Subscription page will now show you your expected current subscription cost based on our scaling discounts.

  • Some UI tweaks:

    • The Delete button for clients has been renamed to Remove; this is to prevent any confusion - clients are only removed from Xavier and will not be affected in Xero!
    • The sandbox grid right-click menu has had it's shadow restored, so it's easier to see and less creepy.
  • Bug Fixes:

    • Fixed Assets: In some situations the Fixed Asset insight was failing to process. This has now been fixed.
    • Dismissing Items: Some users were seeing issues where items they had previously dismissed were reappearing. They will now remain dismissed.


Release 25 • May 9, 2019

  • Client Visibility: you can now decide who in your Xavier team can see particular clients by selecting either "Whole Team" or "Xero Users Only" in the Client Settings.

  • Two-Factor Authentication: Your Xavier team members now have the ability to enable Two-Factor-Authentication for their login accounts, providing an additional layer of security.

  • You can now assign two account managers per client instead of one, increasing the configuration and reporting options at a team level.

  • The Client Health Score has been fine-tuned, with the introduction of Lock Dates and PAYE (where applicable) to the mix, and adjusting the weighting to increase the importance of Bank Reconciliation.

  • There's been some design updates: space-age new Login and Register pages, and a lick of paint around in-app branding, to match our new website look.

  • Bug Fixes:

    • Sandbox Export: Column Headers were missing from the Export to Excel in the Sandbox if it was in pivot mode. These are now in place.
    • Activity Stats: If the number of manual journals was zero, these stats were missing from Activity Stats - they now show even if they are zero.
    • Disconnected Clients: We've made some improvements to the stability of Xavier's connection to Xero, reducing the possibility of a client losing it's Xero connection.


Release 24 • April 29, 2019

  • Practice Dashboard: As part of our drive to provide more data-driven ways to analyse and prioritise clients at a team level, we're excited to release the new Practice Dashboard. The dashboard applies a powerful slice and dice grid format to all of Xavier's key stats, across all clients. Sort and filter to quickly see who needs attention in a particular area, then save it as a Custom Dashboard to access it whenever you need!

  • New Cleanup Tool: What was previously the Unreconciled Transactions cleanup tool has undergone a major transformation. The new Bank Reconciliation tool uses a combination of Xero's Bank Statement Report data, bank transactions and payments to provide an interactive view across all of an organisation's bank accounts. The format follows Xero's Bank Reconciliation Report, distinguishing between outstanding payments, receipts and unreconciled bank statement lines.

  • Bug Fixes:

    • Activity Stats: There was a rounding issue in the totals column of the average figures which has now been fixed.
    • Exports: The Client Overview and Health Check exports assumed that there would always be an "oldest unreconciled transaction date" and broke if it didn't exist. These exports have now been amended to have a more positive outlook.
    • Entertainment Check: this Health Check element was looking for a transaction description which didn't always exist, and has now been amended to not break if a description is not found.


Release 23 • April 20, 2019

  • PAYE Extension: The PAYE health check now includes a handy graph of the balance of the PAYE account(s) over time, allowing you to see at a glance when the balance fluctuates between zero and the PAYE amount owed.

  • Activity Stats Extension: The Activity Stats insight now includes a Total column that sums all non-turnover activity for the period.

  • You can now manage the clients you added during your free trial once your trial has expired, allowing you to adjust the initial subscription cost before you subscribe to Xavier.

  • Our in-app support chat functionality is now available on the register and login pages.

  • Bug Fixes:

    • Recalculating: Sometimes, especially in Health Check and VAT Return Check, the current state of "Recalculating" and "Sync with Xero" would not display properly - this is now resolved.


Release 22 • April 12, 2019

  • Client Overview Export: You can now export the Overview of a client to both excel and pdf, for sharing with a wider audience.

  • New Dashboard Metrics: We've launched two new metrics on the practice dashboard (Client List) this week:

    • Lock Dates: see the reporting lock dates of all your clients at a glance, and order by this to identify those that are most out of date!
    • Corporation Tax Year To Date: quickly see what all your clients have accrued in terms of Corporation Tax for the current financial year
  • Bug Fixes:

    • Aged Balances: we've fixed an issue with the Aged Balances export to excel if there was no currency rate specified
    • Multi-Coded Contacts: the export to excel here didn't handle Xero account codes that were Bank Accounts very well
    • Fixed Assets: we now exclude assets that have been deleted from the Xero platform in our checks


Release 21 • April 5, 2019

  • New VAT Check: Transactions With Attachments. This check finds transactions for the period that have attachments (useful from a VAT evidence point of view), with a net value above the minimum amount set by you, and serves them up for review. There's a list of the attachments for each transaction, and links to directly view each one.

  • Average Activity Stats: There's a new summary section in the Activity Stats insight to provide average activity numbers per month across the date range supplied.

  • New Filters: Several of the VAT Return Checks now provide a handy toggle to filter by Revenue or Expense, and search by Contact.

  • Faster Sandbox: Continuing our Sandbox optimisation work, it should now load even faster and better handle larger amounts of data.

  • New Sandbox Fields: You can now find Account Type and Created On as new column options in the Sandbox

  • Bug Fixes:

    • Setting Contact Defaults: if you were setting a lot of these at once there was potential to run into issues with our communication with Xero - this is now fixed
    • Leap Years: Xero's handling of Financial End of Year settings and leap years were confusing us somewhat - we now understand what must be done (even if we think leap years are weird)
    • Unreconciled Transactions: the date filter for Unreconciled Transactions wasn't always correct, so has been amended


Release 20 • March 29, 2019

  • Export to Excel: For when your bespoke needs require a trusty spreadsheet, you can now export an XLSX version of many of Xavier's Cleanup Tools and Insights, and also perform a comprehensive export via the Health Checks.

  • New Filters: When the Multi-Coded Contacts cleanup tool is part of the Health Checks or the VAT Return Checks, it now includes the usual filters to drill down into specific areas such as Revenue or Expense.

  • Better Invoicing: Our monthly invoices are now being sent from Stripe, with a much more informative layout and better user experience, including support for our new scalable pricing structure.

  • Faster Sandbox: We've optimised the Sandbox so initial load times should be faster

  • Faster Syncing: Syncing with Xero has been optimised even further, and initial imports are now at least twice as fast as they were for larger clients.

  • Bug Fixes:

    • Aged Balances: We now take currency conversion rates into account and show total amounts in the base rate with these conversions factored in, and ignore aged invoices if the amount outstanding is zero.
    • Fixed Assets: This insight was struggling with some larger clients, which has now been resolved.
    • Historical Changes: Display and exporting of large numbers of records was not working well - we've optimised the queries here, switched to a better, more flexible grid system, and introduced Excel exporting


Release 19 • March 22, 2019

This is actually a combination of several smaller releases over the last few weeks. We've finally found the time to publish the changes!

  • New Pricing: our new pricing structure scales with you - the price for each additional client gets cheaper the more clients you have on the Xavier platform. Find out more. We've also done some minor improvements to our subscription and billing pages while we were at it.

  • New Metric: Annual Turnover is now available as a metric on the Client List, allowing a quick view of the rolling 12 month revenue of all your clients at once.

  • New VAT Check: Transactions Without Attachments. This check finds transactions for the period that are lacking attachments (useful from a VAT evidence point of view), with a net value above the minimum amount set by you.

  • Major Revamp: The Sync with Xero and insight number-crunching process has had some major improvements. Adding new clients and syncing existing ones is now not only faster, but much more stable. As a result we can now reliably import clients with very large amounts of transactional data. If you've been struggling to sync a particular client, we recommend deleting it from Xavier and starting a fresh import.

  • There is now a handy "Last Month" quick-select option when choosing dates in our date-picker.

  • The Turnover figure in Activity Stats is now slightly more specific: it uses the Xero Account Types of Revenue and Sales rather than the more generic Account Class of REVENUE. This gives our users more flexibility in terms of what they would like to include in this figure.

  • Bug Fixes:

    • For a short while, our "Import Completed" emails had some broken links in them - this is now sorted
    • Occasionally the Fixed Assets insight was failing to process, this specific scenario has now been catered to
    • Client Overview stats were not taking dismissals into account for our cleanup tools, they now do so
    • The Aged Balances insight was failing to calculate a small number of client accounts - this is fixed
    • If a client had no revenue and therefore no debtor days, this was causing our metrics to behave strangely
    • We were being a bit overzealous in reporting overpayments - now if the remaining balance is less than 0.01 then we don't bother you with it


Release 18 • February 28, 2019

  • New Feature: Health Score: Xavier now calculates an overall metric to indicate the health of a client's books. This is displayed for each client on the Client List, and on each client's Overview page. Each of our insight metrics now has an individual Health Score, which the overall Health Score is derived from. On the Client List you can now sort by general health score, or select an insight metric and choose to sort by either it's individual health score or the number of issues identified for that insight.

  • New Check: Entertainment Accounts. The Entertainment Accounts health check highlight entertainment expenditure across two categories, Staff and Business, providing feedback on the different tax rules for each.

  • Bug Fixes:

    • The Unreconciled Transactions count on the Client Overview now only counts the unreconciled transactions up to the last complete month-end
    • The counts for Activity Stats have had a significant revamp to be more accurate, and now avoid counting deleted and voided items
    • We fixed an issue where sorting by insight metric on the Client List wasn't always working properly
    • Overpayments were causing an issue in the Aged Balances insight if they did not have a line item with a description
    • For large amounts of results, exporting to PDF on some insights wasn't working - this is now fixed
    • Improvements have been made to the Syncing process, which should make it more likely for syncs to succeed for large clients


Release 17 • February 22, 2019

  • New Feature: Practice Stats: On the Client List view you can now sort your clients by each insight metric. Want to see who has the most unreconciled transactions? Done. Want to see who has the most duplicate contacts? Done! Quickly start to get a feel for which client needs the most attention.

  • New Feature: Aged Balances. The Aged Balances insight identifies aged Debtors and Creditors (i.e. old invoices) at a configurable snapshot in time. You can also filter invoices based on their age from the reporting date. The idea is to get some insight into what is owed to you and what you owe other people, and track how long it generally takes for people to pay you via the Debtor Days calculation. There's also the opportunity to review Overpayments with credit remaining, split out by supplier and customer.

  • You can now clearly see if a client has become unlinked from Xero on the Client List view, via the Sync padlock icon

  • Source/Category is a new field now available in the Contact Defaults transaction grid

  • Bug Fixes:

    • A storage issue meant that custom avatars were not displaying - they are now back to their glorious selves

    Thanks to feedback from one of our users, Ray from Fircroft Associates, we've added handling for a number of Fixed Assets scenarios, including:

    • excluding archived accounts where applicable
    • excluding disposed assets where applicable
    • no need for Depreciation Run Date alerts when all assets are fully depreciated or not active


Release 16 • February 15, 2019

  • New Feature: Dormant Accounts. The Dormant Accounts cleanup tool finds old Account Codes that have not been used for a long time, based on transaction history, and surfaces them for review. You can filter old accounts in several ways, dismiss any that you'd like to keep, then head to Xero to archive or delete an account if you'd like to clean it up.

  • New Check: The recently introduced Health Check tool has a new check: Dividends Status. The check focuses on the dividends declared in the current financial year. Read more on the Dividends Status logic.

  • Bug Fixes:

    • Xavier in-app notifications now distinguish between a full Xero Sync and a Recalculate action
    • In some client instances the data feeding into the Fixed Assets insight was preventing that view from loading
    • We now only refresh Companies House data on a full Xero sync rather than every Recalculate, to speed things up


Release 15 • February 8, 2019

  • New Feature: Fixed Assets Insight. Fixed Assets are a somewhat separate part of the Xero system, which can lead to some inconsistencies. Xavier connects to the Fixed Assets register in Xero and compares it with the general accounting ledger to highlight where records may be out of sync. It looks for a number of different potential issues with the state of the Fixed Assets register.

  • The new Fixed Assets insight has been brought into the Client Overview as a stat and also now forms part of the freshly introduced Health Check tool.

  • The Activity Stats Bank Transaction count now uses bank statement data instead of Xero's bank transaction records.

  • Bug Fixes:

    • In some instances the stats on the Client Overview, were not updating, this has been fixed.
    • Regular Suppliers: a potential timing issue with parameters has been sorted.
    • Some people were experiencing file type issues when exporting to excel, this has now been improved.
    • The Unreconciled Transactions section of the VAT Return Checks now adheres to the end date of the period.


Release 14 • February 1, 2019

  • New Feature: In collaboration with Paul Barnes of MAP and the GoProposal Community, we are excited to be launching Health Checks v1.0! This feature, which we will continue to build on over the coming weeks, will provide our users with the structure for a regular client check-in. We have brought together into one page a number of Xavier's insights and cleanup tools, plus some check-in specific calculations to streamline your client talks. Each card in the checklist has an accompanying script which can be used to explain to the client exactly what they need to be thinking about.

  • New Sidebar Category: In line with the new Health Check, we have separated the Health Check and VAT Return Checks into their own category in the sidebar, called Checks.

  • Improved Filter Settings: With the introduction of the new multi-tool checks, we updated our filters so that the parameters you set will only apply to that view, and the results of that tool you see elsewhere in the app will have their own parameters. For example, your Health Check shows the number of multi-coded contacts for the health check dates; if you click through to the cleanup tool itself you might see a different number of multi-coded contacts, depending on what date filters you have set for that insight.

  • Sync vs Recalculate: You'll notice that in some places where the sync button was, there's now a button called recalculate. Don't panic! Sync will now always available in the client sidebar, so you can re-sync your clients whenever you need to, wherever you are in the app. Here's a quick explainer:

    • Sync is for updating your client with their latest Xero data. A Xero sync is performed automatically overnight, so this is only needed when you change something in Xero and want to see that change in Xavier immediately. This gets the latest Xero changes and then recalculates all insights, so give it some time.
    • Recalculate is for when you have updated filters and parameters within the tool or insight. For example, if you have changed a date range filter, you can then click recalculate to show these changes. This doesn't need to get data from Xero, and only needs to process the insight you are viewing, so is much faster than a full Sync.
  • The VAT Tracking insight has had an upgrade: Improvements have been made to the cash scheme calculations, and we now also show future VAT liability based on aged payables and receivables.

  • Bonus: the grid now has week number available as a column.


Release 13-ish • January 8, 2019

This is a big release note! It's actually a collection of releases which were rolled out over the Christmas and New Year break. Not specifically to avoid the big 1-3 release, but it helps...

  • Grid Improvements: AG Grid has been updated to version 2.0! The grid is now faster and more efficient than ever before.

  • New Filters: both Regular Suppliers and Activity Stats insights now have date range filters.

  • For our non-UK users, we have hidden the Corporation Tax and VAT Tracking insights until we can localise them for international use. We have also renamed VAT Return Checks to Tax Return Checks for non-UK users, as these checks can still be useful.

  • Xavier now has an intercom icon at the bottom left of the screen - you can use this to ask us anything, share your feedback, submit a bug or just ping us a cool .gif, we're happy to help!

  • Regular Suppliers will now show all suppliers for analysis, not just the ones with anomalies.

  • Insight dismissals are now transferred to the team owner if the user leaves.

  • Unreconciled Transactions now has a handy colour key for unreconciled transactions over 15 and 30 days old.

  • The client overview has had a few updates to show client sync progress, and improvements to the display on mobile screens.

  • Bug Fixes:

    • There was an issue with grid scrolling on Duplicate Contacts, this has now been fixed.
    • VAT Insights: Deleted and voided records are now excluded from calculations.
    • Excel export font size has been reduced, after user feedback that it was a little too big.
    • A bug with deleting clients from Xavier has now been fixed.
    • Corporation Tax revenue section now includes SALES account type.
    • Some insight issues were not showing correctly on the client overview, these have been fixed.
    • The client import success email was not showing numerical stats in some cases, this has now been fixed.
    • You can no longer belong to multiple teams on Xavier - one team only please.


Release 12 • November 27, 2018

  • New Insight: Regular Suppliers uses AI to analyse the transaction history of suppliers that you pay often, and highlights any unusually high amounts for a given period. We're really pleased with how this has come together!

  • New Dashboard: Xavier has expanded so quickly that the Client Overview dashboard no longer made sense. We've just launched a redesigned version that provides a lot more relevant information, grouped by cleanup, insight and activity. We'll be bringing in more at-a-glance guidance as to the health of a client over the next few weeks, so watch this space...

  • The Multi-Coded Contacts cleanup tool just got a lot more powerful. You can now filter the suggestions by Revenue vs Expense and also by Account Code vs Tax Code.

  • The Lock Dates that were on the Client Overview have been moved to their own insight so we can keep expanding the functionality there.

  • Our GoProposal insight is now called Activity Stats, so as to be more inclusive to people using other proposal management software such as Practice Ignition.

  • Bug Fixes:

    • It could sometimes be slow when clicking through to the Client Overview from the Client List - this is speedy now
    • We now restrict the setting of a Sales or Purchases default account code in Xero if the client is not linked


Release 11 • November 23, 2018

We're gearing up to release a few big features soon so keep your eyes peeled. This release includes a number of 'quality of life' and behind the scenes improvements:

  • You can now export your unreconciled transactions to excel

  • To further welcome our international friends, we will now cleverly sync your clients overnight in your timezone.

  • Plenty of design tweaks - better responsiveness on smaller screens, and tidying up

  • Bug Fixes:

    • Multi-coded contact dismissals are now faster and more stable
    • No longer include VOIDED transactions in our Multi-Coded contacts insight
    • Imports for clients with a lot of data have been further stabilised
    • The top row of an excel export from the Sandbox or Custom Reports was going missing. We found it.
    • Xero has a nice new view for Contacts, we'll link you to this from now on instead of the old one.


Release 10 • November 6, 2018

  • Welcome, international friends! we have added international currency support so you can view monetary values in your selected clients' currency.

  • In the Multi-Coded Contacts insight we now sort by transaction date and distinguish between transactions in the active review period and those from historical periods.

  • We've done a number of small navigational and user interface tweaks to make things more consistent throughout the app, and make it more obvious how to find help.

  • You'll start to see more help options popping up throughout the different Xavier views, and we've started with the Cleanup tools here.

  • You can now access team member and subscription settings directly from the Team sidebar navigation

  • Bug Fixes:

    • The accrued VAT statistic was not displaying correctly on the Client Overview


Release 9 • October 25, 2018

  • Advanced Date Filtering: you now have fine-grained control over the date filter for the Multi-Coded Contacts cleanup tool. The filters now enable you to find contacts active during a certain period, and then compare transactions for these contacts from a given start date. Find out more in our help docs.

  • New Date Range: You now have full control over the date range for our Corporation Tax Insight. Xavier defaults the date range to the client's current financial year, and you can modify this in the insight header.

  • The VAT Return Checks insight now includes Contact as a field in transaction results, and the transactions grid now also includes the usual column and filter selections.

  • Our GoProposal insight now includes stats for Manual Journals.

  • Bug Fixes:

    • Multi-Coded Contacts cleanup tool now avoids duplicating suggestions
    • The date formats in the export to Excel function within the grid are now more Excel-friendly


Release 8 • October 15, 2018

  • New Insight: VAT Return Checks provides a set of checks that have been designed to quickly spot tax issues with respect to transaction data over a given filing period. Simply enter in the date range and the minimum amounts and hit Run Report to generate the checks. Our help documentation details what is involved in each check.

  • Filter by period: you can now filter the Multi-Coded Contacts insight by period. This filters the list to only those contacts that have had transactions associated with them within the date range supplied.

  • Performance: we're cutting down on the amount of historical data we import from Xero - instead of the whole history of your organisation we're importing the current and previous financial years only. This should dramatically speed up the initial linking of a Xero organisation to Xavier.

  • Initial Import Completed Email: the first time you link a Xero organisation to Xavier it can take a while to sync all the data from Xero across. We'll now email you when that initial import is completed, no need to watch progress bars!


Release 7 • October 5, 2018

  • Our VAT Tracking now runs extra checks to see if you are still within the HMRC-defined threshold limits of your VAT Scheme. For example, if you are on a Flat Rate Scheme and your annual taxable turnover exceeds £230,000 then it is time for a change. These alerts are displayed at the top of the VAT Tracking insights view.

  • Favourite Clients: on the Client List view you can now star certain clients, which saves them to your "favourites". This is a super flexible way of quickly filtering the client list to see only the clients you need to deal with on a daily basis, no matter what your team configuration is.

  • We've begun work on making the app mobile friendly, so you'll see improvements to key views and navigation when on small screens. There's still lots to do, but it is coming along!

  • Plenty of fixes this week:

    • Historical Changes insight now displays saved date filters
    • Bank Statements were not importing if you had no unreconciled transactions (they are now)
    • If your VAT scheme was on a monthly reporting cycle, sometimes the month date range was incorrect
    • The Default Contacts insight no longer suggests setting defaults for Archived contacts, as they can't be changed


Release 6 • September 27, 2018

  • New Insight: Historical Changes. Ever had that uncomfortable feeling that something has changed in a period you've already reported on? Well now you can check for changes in historical periods and quickly identify exactly what those changes were at the click of a button in Xavier!

  • Export to PDF: If you have non-Xavier people you want to share some information with, or simply have a deep love for paper, we have news for you: all of Xavier's insights can now be exported to PDF, for all your high fidelity print needs.

  • Xavier may have a slightly different look and feel to it - the latest MacOS release, Mojave, caused our existing font to be almost unreadable on certain screens for Mac users. Rather than trust that all our users will fix Apple's new weird settings, we decided to be proactive and select something a bit more practical.

  • Fix: fixed an issue during Syncing with Xero for some clients during the processing of the Contact Defaults insight.


Release 5 • September 24, 2018

  • New Layout: The navigation when viewing a Client has had a revamp! We found that the Insights section was getting a little crowded, so we've split insights into two categories:

    • Cleanup: staying true to our philosophy of clean data is key, this new section contains our data cleanup tools such as Duplicate Contacts.
    • Insights: these are now all about drawing conclusions from the data once it has been through the cleanup process, such as Corporation Tax estimates.
  • New Cleanup Tool: Contact Defaults. Xavier trawls the transaction history of contacts and shows you ones that have consistently been allocated the same account codes. At a click of a button you can then assign the suggested code as a default for that contact, making bank reconciliation process much faster.

  • New Insight: VAT Tracking. Xavier now keeps an running estimate of VAT accrued (or due to be reclaimed) for the current period, and provides a historical view over previous VAT periods. It handles Cash, Accrual and Flat Rate schemes.

  • New Insight: GoProposal Stats. For accountants using GoProposal, Xavier calculates transactional volume of a client to provide more accurate renewal billing in the GoProposal system.

  • For new users joining the Xavier community, we've now got a handy Getting Started checklist, accessible from the team menu. The first time you link a Xero organisation to Xavier you'll be taken there, where you can watch our walkthrough video and find quick links through to actions like inviting team members, creating reports and more.

  • Fix: fixed an issue on the Client Overview that was preventing the Link to Xero button from working for Clients that had been unlinked from Xero.


Release 4 • September 17, 2018

  • The calculation for the Corporation Tax Insight is now customisable per client - you can specify individual account codes to include/exclude. We've updated our help docs to suit.
  • You can now view dismissed suggestions and reverse accidental dismissals in our Duplicate Contacts and Multi-Coded contacts insights - super handy!
  • A subtle yet powerful Sandbox audit feature is now available - group journals by source item (e.g. invoice) and then you can sort by order of occurrence to get a timeline breakdown of the source item's history in journal form.
  • Fix: a Corporation tax calculation that spans multiple tax periods now apportions based on number of days the accounting year spends in each period, plus a number of other minor calculation adjustments.


Release 3 • September 12, 2018

  • New Insight: Corporation tax estimate. See a quick estimate of your clients corporation tax responsibility.
  • We now import your client's fixed asset registers to make the corporation tax estimate more accurate.
  • You will no longer lose your changes if you accidentally leave a Custom Report before hitting save. We will prompt you so you have a chance to save your hard work.
  • More Sandbox performance improvements. Including defaulting our date filter to just the current year to help you get started faster.


Release 2 • September 7, 2018

Another busy week in the Xavier camp, and some cool enhancements as a result:

  • You can now manually trigger a Xero sync from each of the Insights pages! It's clever enough to sync data that relates to the insight, which means you can merge a contact in Xero and then re-sync contacts super fast.
  • You can now dismiss suggestions in Insights, which allows you to get rid of any lingering false-positives and achieve the holy grail of no actions required!
  • The Reports section now has it's own overview page built to handle lots of reports. You can filter and favourite your key reports to quickly get to what you need
  • Refresh syncing of bank statements is now a whole lot faster
  • While some views like the sandbox grid will always be tricky on mobile, the app is now a lot more mobile friendly
  • We now remember column widths and pinned columns when saving Custom Reports


Release 1 • August 28, 2018

Excited to publish our first official release notes!

  • New slimline design maximises screen space for all your number crunching needs
  • Sync processing time has been dramatically reduced, making your Xero-cleanup process more efficient
  • Links to help articles are now throughout the app - look for the question mark icons
  • The Duplicate Contacts algorithm has got smarter, reducing false-matches
  • There’s now a swanky new insight called “Multi-coded Contacts” that helps you spot mis-coded transactions on a per-contact basis
  • The Sandbox now includes Tracking Categories
  • Account Managers can now filter the client list to see only their clients

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