Release Notes

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

 

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, status.xavier-analytics.com

  • 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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