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As the clock ticks closer to 31 July 2023, 6 am NZST, the retirement of old reports in Xero looms on the horizon. But fear not, with their phasing-out comes a brand new era of financial analysis, marked by powerful customizations and enhanced user experience.
To ensure a smooth transition, it’s vital for users to prepare for the change and stay informed on the latest updates. This comprehensive guide is designed to help you navigate the new Xero reports, access relevant information, benefit from the available support, and ultimately optimize your financial analysis through these cutting-edge tools.
To get the latest scoop on the retirement process and the list of retained reports, Xero Central is your go-to digital hub. For a more in-depth understanding of preparing for the transition, check out the blog post “A Comprehensive Guide to Preparing for the Retirement of Old Reports.”
Furthermore, the Reports page in Xero Central contains detailed information on each new report’s functionality, providing crucial insights to help you make the most of the new features.
Taking advantage of the available resources, you can quickly tackle any challenges you may face while embracing the new reports. Xero Central is a treasure trove of support options, which include:
Additionally, the Xero Reporting playlist on YouTube offers invaluable tutorials and feature demonstrations to help you optimize your experience.
Should you require individual assistance, Xero Support is just a click away through the “My Cases” feature in your User Profile. With a 24/7 support team at your disposal, never hesitate to reach out.
As users adapt to the new reports, Xero appreciates receiving feedback through Xero Central’s “Help” feature. This continuous improvement loop helps Xero’s product team fine-tune the platform further, ensuring an optimized experience for all users.
The sooner you embrace the new Xero reports, the better prepared you’ll be for the eventual retirement of the old ones. With numerous resources and support avenues at your disposal, rest assured that navigating the transition will be a breeze. Remember to provide feedback and let Xero help you unlock the full potential of these powerful customizations for your financial analysis.
In summary, it’s time to level up your financial analysis game with Xero’s new reports. As you embark on this exciting journey, stay informed, make the most of the available support, and never hesitate to voice your feedback. Together, let’s revolutionize the world of finances—one custom report at a time.
Up until working with Casey, we had only had poor to mediocre experiences outsourcing work to agencies. Casey & the team at CJ&CO are the exception to the rule.
Communication was beyond great, his understanding of our vision was phenomenal, and instead of needing babysitting like the other agencies we worked with, he was not only completely dependable but also gave us sound suggestions on how to get better results, at the risk of us not needing him for the initial job we requested (absolute gem).
This has truly been the first time we worked with someone outside of our business that quickly grasped our vision, and that I could completely forget about and would still deliver above expectations.
I honestly can’t wait to work in many more projects together!
Disclaimer
*The information this blog provides is for general informational purposes only and is not intended as financial or professional advice. The information may not reflect current developments and may be changed or updated without notice. Any opinions expressed on this blog are the author’s own and do not necessarily reflect the views of the author’s employer or any other organization. You should not act or rely on any information contained in this blog without first seeking the advice of a professional. No representation or warranty, express or implied, is made as to the accuracy or completeness of the information contained in this blog. The author and affiliated parties assume no liability for any errors or omissions.