When you first log into the Xero software, you’ll see the dashboard. The first thing you should notice is that there is a lot of information to digest. The software provides numerous shortcuts for you to use to make your life easier. The top-most section of the dashboard will show you bank accounts, balances for important accounts, and an unpaid customer services chart. If you’re not yet comfortable with accounting software, you can view these metrics and more in the “Bank Accounts” section.
If you’re unfamiliar with using software, you can watch tutorial videos. Xero’s help center also has a wealth of information. And if you need more help, you can always join one of our Xero courses. This will get you started in no time. You can also ask your accountant for help, if you need it. But if you’re still unsure, don’t worry. These tips will help you use Xero to its full potential.
You can use Xero to create invoices, pay bills, and manage cash flow online. Its interface is very similar to that of an invoice. If you need to create a bill, click ‘New Bill’. When you’re ready to create a report, click ‘Accounting’. You can then select the report you want to view. ‘Started reports’ lets you access reports that you use the most frequently. If any of this seems unclear to you, check out our free Xero course videos. Though we only go over the basics in our free Xero courses, you will learn a lot more from our trainers in our Xero training sessions!
Xero offers help for the most popular features. If you’re not sure of something, contact a Xero representative for more help. Many small business owners run several companies, and each should have its own Xero file. Separate virtual bookkeeping files are important for the best recordkeeping. The software allows you to connect multiple business bank accounts and syncs the data with the other.
If you’re new to Xero, you may find yourself wondering how to use this software. The software is extremely easy to use and provides many benefits for small businesses. You can create roles for your employees, vendors, and clients, and assign them access to various areas of your business. It also allows you to add unlimited amounts of data. You can import transactions from other sources like Excel, or from a bank account. Xero’s accounting software offers a wide variety of functions. It can connect your business bank account and sync the data with your other files. The Xero software also lets you create custom fields and export data to Excel. You can create multiple users to simplify your accounting process. After you’ve completed the initial setup, you can use the Xero software to manage your finances. If you don’t want to use the Xero desktop version, a trial version is available.