top of page

Xero User Guide


Getting to know your new software can be a daunting task, so our friends at Xero have produced these short videos to help you. 


You'll learn about regularly used features, and see how they make managing business finances easier than ever.

Understanding the dashboard

Your business's key performance information all in one place.

Learn how to use it, customise it, and find shortcuts for daily tasks.

Read the support article here.

Enter your business information

Learn how to update some basic information about your organisation.

Read the support article here.

Customise and brand your invoices in Xero

Learn how to customise your invoices in Xero.

Attaching files

Upload and organise supporting documents, such as receipts and photographs to attach to your transactions, invoices or quotes.

Read the support article here.

Connecting bank accounts

See your cashflow in real-time by connecting your bank account to Xero so transactions feed in automatically.

Read the support article here.

Learn how to renew your bank feed here.

Reconciling bank accounts

Easily find a transactions to match, reconcile multiple invoices or bills, and transfer money between accounts. Save time by using the automated matching and bank rule features.

Read the support article here.

Creating quotes

Create and send professional looking quotes to your customers using Xero. Easily track the status of your quotes and convert them to invoices in just a few clicks.

Read the support article here.

Invoicing customers

Learn about easy-to-use Xero online invoicing to send branded invoices and receive online payments, helping you to get paid faster.

Read the support article here.

Paying suppliers

Keep track of accounts payable and simplify the bill paying with Xero. Pay bills individually or, in batches, and set up repeating bill payment in Xero.

Read the support article here.

bottom of page