Reporting is one of Xero’s most loved products and a core part of the Xero platform. All software has a lifecycle, the older it becomes the more challenging it gets to maintain it. For Xero reporting it was time for an upgrade.
If you are currently using the old version of reports Xero are encouraging you to switch to the new ones so you get familiar with them before the old versions are retired on the 31st July 2023.
If you are using an old report and the newer version is available you will see a message prompting you to switch to the new report.
There are some reports and features Xero won’t retire on 31 July 2023 as they are upgrading them in a different way or at a later date. These include:
If you wish to use the new reports as they are you simply just need to open the report and get started. If the report is more complex you can check our Xero’s steps for getting started with new reports.
For July’s reporting you will be required to do your end of month reporting in the new reports as the old version will not be available.
Click here to watch Xero’s YouTube Video on how easy it is to move your work across.
On the right hand side of your screen panel you will see Xero’s Tips and Tricks. Here you will find links to support articles, how-to videos and a feedback button on the new reports.
As always, we are here to help if you need any assistance.
Your Suntax Team