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. We’re big fans here at PMA Accountants 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 we 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. We’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 financial information, including money coming in and going out, invoices owed to you and bills you need to pay. Find out how to use the dashboard, customise it, and find shortcuts for daily tasks.
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.
With Xero Files, you can access your documents from anywhere. Find out how to upload, organise and attach documents to your invoices and quotes.
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.
If you need any help, just give us a ring or email. We’re all Xero-certified so no question is too simple or too complex.