New Features: Partial payment support, enhanced search and more

Here at xocashflow, we’re always tinkering away in the background, making our Xero add-on the very best it possibly can be. And with your feedback, we’ve whipped up a few new exciting features and changes. These include: Credit note and partial payment support Friendlier email response buttons Enhanced search and sorting within Xero Clients & … Continued

Changes to Advisor Dashboard

xocashflow has recently changed the eligibility criteria surrounding our Advisor Dashboard feature, to better protect our users. As a result of this, new Advisor Dashboard accounts will now require the advisor to be an existing Xero Bronze partner (or above) in order to become eligible for the Advisor Dashboard. The good news surrounding this criteria, … Continued

Get started with the xocashflow Advisor Dashboard

Get started with the xocashflow Advisor Dashboard today. Firstly, sign up for an XO Silver or (coming soon) XO Gold account through our website. Once signed up, sign into xocashflow and navigate to the XO Settings page, then click the Adviser Requests tab. You will then see a page similar to the image below:   … Continued

xocashflow is now an official Xero Add-On

The moment we’ve been diligently working towards for several months has finally arrived. Today, xocashflow received formal acknowledgement as a Xero Add-On partner streaming film Colossal Though xocashflow launched to the general public last month and was fully functional, it was an unofficial add-on at the time. This is how all Xero add-ons begin … Continued