Xero - New Template: Contact Groups
Maintaining contact groups can be a daunting exercise - not any more with this new feature to create and maintain contact groups in bulk directly from Excel. Updating a list of contacts will take seconds! The Contact Groups template is available in the Templates Library.
Xero - New Template: Projects
Another highly requested feature to create and maintain projects in bulk directly from Excel. The Xero API has evolved and projects can now be created directly from Excel using DataDear - this is especially important when migrating several projects. The Projects template is available in the Templates Library.
QuickBooks - Improved Template: Customers and Vendors
This template has been updated to include more data that can be updated or created in QuickBooks. The Customers and Vendors template is available in the Templates Library.
Xero Accounts Data TablesLast month we announced a major upgrade to the Xero accounts data table to enhance it's reporting capabilities. This month, this functionality has been extended to a group of companies (DataDear Group) so now you can view all the accounts across the group.
Accounts table showing a group of 2 companies:
Download Audit Trail in ExcelA massive ask from the DataDear community - There may be instances where the **DataDear Audit Trail** needs to be investigated further and the web dashboard may not offer the right tools for such activity. The audit trail can now be downloaded in Excel using the DataDear toolbar.
Tax Reporting - Launching VAT Return for Xero GlobalThis module has been available in beta mode to a few selected partners in Malta. After a few successful rounds of tax return submissions, this module is now available to all DataDear users in the Dashboard.
DataDear will help you save time by automatically producing your report in the correct
format. Better yet, it will automatically handle exceptions, identify late entries added to a
previously submitted period, and convert values to Euro’s from your default currency if you need it to. Plus, if you work with multiple clients, re-use your mappings across any Xero connection and no need to worry about the volume of transactions, our miners do the work and provide you with your report as soon as ready.
Tax Mapping screen:
Support Community Forum - Login with Xero and IntuitThe support community forum has been upgraded to allow users to login or sign up to the forum using their Intuit and / or their Xero account. We remain committed to ensure access to our platforms is secure and trusted by account owners and any invited users.
Launching in November - Enhanced Xero ReportingThe team is finalising a set of sample reports for a single company or a group which allows for enhanced reporting to be built using the chart of accounts and reporting codes. With this month's release the team managed to create the necessary magic to entertain this highly requested feature. This reports will be easily customisable based on the preferred layout and simple drop-downs with custom data driven by the user.
Teaser of setting up the reporting codes:
Watch out this space for more updates!
QuickBooks - Balance Sheet report - This report now includes the Period as Rows option where periods are displayed as rows instead of columns. This is an important update and allows users to create additional reporting using pivot tables.
Xero - Contacts - Additional details (contact persons) have been included in the data table.
Updating periods - Several reports have been fine tuned to ensure periods and numbers have their cell format according to the type - this further improves building of reports.
Xero Account Transactions report - Some users experienced problems with updating of the account transactions and journals reports. An issue was identified and has been resolved.
Various bug fixes and performance improvements.
The upgrade will start on the 14th October 7.00am UTC (18.00 AEDT / 20.00 NZDT / 09.00 CEST / 9.00 SAST / 00.00 PDT) and will take no more than 1 hour during which DataDear will be unavailable. The add-in will update automatically once you open Excel after the release is completed.