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.

Confirming settings

Verify your organisation's legal information and contact details, including how to add logos and branding for invoices and quotes.

Attaching files

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

Connecting bank accounts

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

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.

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.

Invoicing customers

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

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.


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Ely, Cambridgeshire
01638 724973

Baythorne End

Baythorne Hall
Baythorne End
Halstead, Essex
01440 845050


1 & 2 Tollgate Business Park
Tollgate West, Stanway
Colchester, Essex
01206 262470


2 Market Hill
PE16 6BA
01354 693542
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Evolve Tax & Accountancy LLP

A limited liability partnership registered in England & Wales no. OC329908

Registered Office: Unit 2 Fordham House, Fordham, Cambridgeshire CB7 5LL


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