How to get the most out of Xero right from the start

When you start using Xero, you’ll wonder how you ever managed without it. I'm a big fan and know how happy clients are when they can see their cash flow situation whenever they want, send online invoices, pay bills and run their businesses more effectively.

While I set up the basics for all new Xero clients, there are key features you’ll want to know about from the very beginning so you can spend more time on your business and less time on your accounting. I’ve listed some of the most important below and encourage you to browse all the walk-through videos and all the starting out support articles.

Understanding the dashboard

Get to know the Xero Dashboard that displays all of your most important nancial information, includingmoney coming in and going out, invoices owed to you and bills you need to pay. Find out how to usethe dashboard, customise it, and nd shortcuts for daily tasks.
Video walk-through | Support article

Confirming settings

Here’s where to go to confirm or update that all your contact information, social media links, tax rates, and Xero users are accurate. You can also add your company’s branding to invoices, quotes and other documents here.
Video walk-through | Support article

Attaching Files

With Xero Files, you can access your documents from anywhere. Find out how to upload, organise and attach documents to your invoices and quotes.
Video walk-through | Support article

Connecting bank accounts

Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically. Here’s how to set things up.
Video walk-through | Support article

Invoicing customers

Learn about easy-to-use Xero online invoicing to create and send beautiful invoices, and to give your customers the ability to pay you online - which can help you get paid faster.

If you need any help, just give me a ring or email. I'm Xero-certifed so no question is too simple or too complex.

Contact Emma