Now that Yodlee bank feeds have stopped working we need to download AIB statements manually to import them into Xero.
If you are currently using Quickbooks or another desktop software package and would like to import your data into Xero we can help. With our partners we have developed a script which will convert your data into a file which can be easily imported into Xero. This process can save your business time and money whilst minimizing the disruption of changing software packages.
To get a personalised quote please fill in your details below
One of my clients has grown impatient of waiting for Yodlee to set up bank feeds for his AIB business account; So he has developed his own tool to convert .csv files downloaded from AIB’s business banking into .csv files which can be uploaded into Xero.
The tool is available at http://xero.kro.ie/ if you would like .csv files from another bank to work on the tool please feel free to send an example of the file to firstname.lastname@example.org and I will convince him to set it up. (PLEASE change personal data on the .csv file before sending it into us)
I’ve been very lazy with blogging over the last few weeks for a variety of reasons but I will now make an effort again.
Firstly Xero is going to be offline tomorrow 13/02/2011 Irish Time 16:00 for two hours.
Secondly I am considering running a small business one day boot camp with some other trainers anyone interested please email me on email@example.com
Design your own invoices
Phew.todays release is one of the biggest weve done and has some of your most requested features. Santas come early!
Theres quite a bit to take in as youll see, but lets start with customizing your invoices. You may remember in June we introduced invoice branding to let you personalize your invoices and statements with different themes. Now weve added a new type of theme that lets you take complete control of the layout by uploading your own Microsoft Word templates. You can do things like add a packing slip to your invoice, write in any language and add style with color and images. Watch this video to see the magic.
Other features youll love:
Detailed Account Transaction Report Select any period and review all your transactions in one place. Double check everything is correct before closing off a period or preparing reports.
Edit Reconciled Spend/Receive Money Transactions A handy companion to the Detailed Account Transaction Report. If you come across a mistake you can now easily edit to correct them without have to first unreconcile
Edit Manual Journals Flexibility to fully edit manual journals with a complete audit trail to track your changes.
US Date Entry US date formats are now accepted, just select United States as the country on your profile and you can enter dates in the right format.
API Updates You can now return manual journals, set the branding theme on submitted invoices and allow custom URLs to be attached to invoices. Check out our latestdeveloper update for more details.
UK VAT Rate Change Weve got this covered for 4 January 2011.
NZ Differential Annual Reporting helping accountants to produce annual reports for clients qualifying for differential reporting. Next step is to release similar functionality for Australia and the UK.
Its been another huge year and weve got lots of exciting things planned for 2011.
To find out more about this release, see ourreleasenotes.
Sam Knowles joins Xero Board
Were delighted to have Sam Knowles, the founding CEO of KiwiBank, join the Board of Xero.
Sam has supported us from the early days, being a shareholder from our IPO and catching up with us from time to time to share ideas.
Sam replaces our very good friend Guy Haddleton, whose new business Anaplan is taking off in the US. We thank Guy for his contribution over the past four years.
When I started out working for myself I was using a traditional accounting software package. I would key in all the clients bank transactions, purchase invoices, sales invoices ect. . and then start my reconciling. The process was laborious and had the potential for human error so everything had to be checked twice.
After two months of this I discovered Xero. When I started using Xero I discovered I could import clients bank statements into the package, Albeit in a round about way it was still much faster and far more accurate than typing them in manually. Spurred on by this I then started using recurring invoices for sales and purchase invoices. (This isn’t an exclusive Xero feature. Most accountancy packages have this feature)
By making those two small changes I can almost double the amount of work I do in a normal working day. This allows me to reduce the amount I charge clients and spend more time giving them quality business information and advice.
If you would like to speak further about saving time and money on your accounts process please contact Ralph on 091-442009 or firstname.lastname@example.org
If you see an error 500 when adding a repeating invoice in Xero the following may work
– General Settings
and check is there a financial year end entered and an end of year lock date.
Filing both of these fields and then saving should fix the error
Our aim has always been to make life easier for small business owners with the help of technology. So when we hear that one of our case studies has been recognised for the Most Inspired Use of Technology, we feel proud.
This week Made4Baby, a small business producing a natural range of skincare products for babies and children, won the above category in the David Awards. The David Awards recognise the unsung heroes in home and small businesses throughout New Zealand. (And yes the unassuming young David slaying the giant Goliath is paralleled with so called entrepreneurial Davids who punch above their weight.)
We do try and push web based services (i.e. Xero) as much as possible as an extremely cost effective way to minimise overheads and control our business from anywhere, so to be recognised for this strategy is very satisfying! says Made4Baby founder and mother of two, Rebecca McLeod.
Watch the Made4Baby Xero case study below:
Unlocking the beauty of the web
In recent years Internet Explorer has been this wonderful utility built into Windows that allows people to download a web browser usually Firefox. Probably due to the fact that they still dominate in market share, Microsoft has been pretty absent from the browser wars that have been raging over the last few years. But as more and more users switch to better, faster browsers (Firefox, Chrome, Safari, Opera), Microsoft has finally stepped up its game with the release of the public beta of Internet Explorer 9.
Ive been playing with IE9 since the early preview releases. Even in the previews it was very impressive, and the beta certainly puts the oft-maligned browser on a par with the remainder of the browser landscape. The first thing that strikes you about IE9 is that Microsoft has finally committed to standards, both standards that they seem to have forgotten about in previous releases of IE, as well as the emerging standards based around HTML5 and CSS3 (all the stuff thats very important to HTML/CSS geeks). It pretty much supports the bulk of the CSS3 working draft and has almost full CSS3 selector support and supports an increasing number of the HTML5 working spec. All Im really missing now is some more HTML5 APIs, WebGL CSS transitions transforms.
You can find out more and download the beta at the slightly ironically named beautyoftheweb.com
As I stated above Ive been playing with IE9 for a while now. The hardware acceleration is definitely impressive some of the demos on http://ie.microsoft.com/testdrive/ really sparkle on IE9 (and lag in the other browsers).
The user interface feels very much like Google Chrome, so the Chrome minimalist approach has now been copied by every major browser. It makes sense: to be fair theres not a lot you can do with the browser UI. I dont like the tabs next to the location bar though (actually its a one-box bar like Chrome integrated search and location). Yes I have a widescreen monitor. In fact I have a 30 25601600 widescreen monitor but I dont want to run my browser full screen just to see the url or see all my tabs. I know some reviewers like it but the Chrome way feels more natural.
Even though it seems very solid for a beta it does crash a bit and the crashes are ugly. Again Microsoft should take a usability leaf from Chrome here.
SunSpider: Lower is better
Futuremark PeaceKeeper: Higher is better
To be honest all these benchmarks tell us is that IE9 is not the new champ just that its catching up to the field. Yes the IE9 demos are amazing, and right now if you were wanting to push the boundaries of graphics or video performance in the browser then IE9 looks to be the winner. But by the time developers are switching from Flash to using Canvas or SVG the other browsers will have released their GPU-powered versions, so any advantage IE9 currently has will have gone. Ironically the beautyoftheweb.com website runs much smoother for me in Chrome 7 than in any other browser (including IE9).
So yes it feels fast. A LOT faster than any other version of Internet Explorer before it, and faster than the current release version of Firefox (3.6). Even in normal use, web browsing in IE9 feels very snappy, but Chrome still felt a little faster in most normal scenarios. When comparing the use of Xero between the current release version of Chrome and IE9 beta, Chrome still felt the smoothest.
As far as new and unique features probably the most interesting is the ability to pin websites to the Windows task bar as apps. This is particularly cool in Windows 7:
The menu is completely customizable in the HTML of the web site (this was done using our staging site dont try it at home). Unfortunately the HTML to do it is fairly awful lots of meta tags with ico files. Its a great idea and as web apps become more integrated into the OS it makes sense for a web developer to have access to this kind of feature but it would have been nice for them to try to utilize some standards (hopefully someone from Microsoft reads this: http://camendesign.com/blog/stop_this_madness).
Obviously Ive played with Xero extensively in IE9 and to be honest almost all the Xero apps arent working very well on it right now. It is a beta and while we do have a clear policy on beta browsers, we usually dont have the problems were having with IE9. We know why most of the problems are occurring but while we are looking at we cant spin our wheels on it too much while its in beta. We will definitely have Xero working perfectly in IE9 by the time of its official release (and probably a lot sooner).
Still no word on when that official release date will be. And then once it is released will Microsoft keep the release frequency up like its rivals? In the 18 months between IE8 and IE9 there have been multiple versions of Safari, multiple major point releases of Firefox, and 5 versions of Chrome. If Microsoft wants to keep pushing the beauty and the boundaries of the web then I think it needs to employ the same aggressive upgrade policies that the other vendors do.
And now for the let down: IE9 only runs, and will only run, on Windows Vista and Windows 7 (I installed in on Windows 2008 Server but its not running very well). Is this a problem? Yes and no. IE6 and IE7 are still dominant players in the market (especially in the enterprise) mostly because of Windows XP, so its a pain for web developers like those at Xero that want our users to be on the best, the most secure and the fastest, that Microsoft isnt giving our users a better option. I totally understand and actually support the whole a modern browser requires a modern operating system objective but if Mozilla and Google can do it then why cant Microsoft?
Oh and for the 60% of Xero users that dont have Windows 7 or Windows Vista do yourself a favor and get Google Chrome