Understanding your dashboard

Xero dashboard shows you everything you need to know about how the business is performing, all in the one place.

Confirm your settings

Set the business up for success, by making sure all the settings are updated to suit your needs.

Attach files

Maintain key business documents all in one place, with Files on Xero.

Connect banks accounts

Set up your bank accounts in Xero and connect bank feeds to bring all the bank transactions in real time, ready for reconciling.

Reconcile bank accounts

Quickly reconcile bank transactions with Xero’s bank reconciliation tools, such as auto match and bank rules.

Create Quotes

Streamline your sales process by creating quotes and sending quotes online, with the ability to convert them to invoices once accepted by customers.

Invoice Customers

Send beautiful invoices that represent your brand, and accept online payments to offer customers a quicker method to pay.

Create Purchase Orders

Manage and supply chain with purchase orders in Xero. Create and send purchase orders, keeping track of every part of the process in one place.

Pay Suppliers

Keep track of where the business is spending money and when to pay suppliers, with bills in Xero.

Create a Batch Payment in Xero

Add a batch payment to bundle multiple bills into one payment transaction. Then export the payment to pay it from your bank account

Manage Expenses

Reduce hidden costs of processing expense claims and manage expenses all in one place, with Xero Expenses.

Xero Me – Payroll app for employees

Xero Me allows employees to check their pay history, submit timesheets and manage leave requests from anywhere.

Manage Projects

Create, invoice and mange your projects all in one place, with Xero projects.

Connect Apps

Search and connect to wide range of apps, found on the Xero App marketplace. Once connected, manage third party apps from within your Xero organisation.

Access Support

This short video will outline the best ways to get support when using Xero and will also cover how to access Xero Demo company, the perfect place to try out Xero’s features without interrupting your live business data.