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Understanding the Xero Dashboard

 

The Xero Dashboard displays all of your most important financial information and can be easily customised to prioirtise the information right where you need it. This short video shows you how to use the dashboard, customise it and find shortcuts for daily tasks. 

How to confirm the settings 

To get the most out of Xero, it's important that you lay the right foundations. One of the first steps is to confirm that your businesses contact details are correct. This short video provides a step by step guide to ensuring that your organisation settings are correct. 

How to attach files in Xero

This video shows you how to upload, organise and attach documents to your invoices and quotes. 

How to connect bank accounts 

Connecting your bank accounts to Xero couldn't be any easier. Watch this short video to master the steps and set-up your bank feeds. 

How to reconcile bank accounts 

 

Learn about bank reconciliation with Xero. This video shows how to: find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement and transfer money between accounts. 

How to create quotes 

 

Create and send professional quotes to your customers using Xero. This video will also show how you can easily track the status of your quotes and convert them to invoices.   

How to invoice customers 

 

Easy to use Xero online invoicing allows you send professional looking invoices and receive online payments, providing an easier way for your customers to pay you. Watch video to find out more. 

How to create purchase orders 

 

Manage your supply chain with purchase orders in Xero. Learn to use purchase orders, copy them to bills, sales invoices, or new purchase order to save you time. 

How to manage expenses 

 

Xero Expenses helps you reduce the hidden costs of processing expense claims by providing simplified workflows, powerful control, and integrated accounting. 

How to pay suppliers 

 

Keep track of when to make payments and where your business is spending money, with bills on Xero. This video will show how to pay bills individually or, in batches, and set up repeating bill payments.

How to manage projects 

 

If you are a projects based business, such as engineering, and you require a simple job costing solution, then check out this video on how to create a project, add time and expenses, invoice the project, and monitor its profitability.

How to connect apps 

 

Say goodbye to manual data entry and connect to an eco-system of quality third party apps that seamlessly integrate with Xero. This video can help you with navigating the market place to find the Apps best suited to your business.

 

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