training video for xero accounting software

On the right of your menu bar, you will find 5 icons here. You can view all contacts, customers only, suppliers only or your own customized groups. You can access all projects, time entries, staff time overview and staff cost rates here. The next one is your projects if you’re using Xero Projects. Here we have bank accounts, reports and advanced features for your bookkeeper or accountant your favourite Reports and favourite advanced menu. Here we have short-term cash flow, business snapshot, menu for customers such as invoices, quotes and sales overview, followed by menu for suppliers which is bills to pay, purchase orders and purchase overview and the last section is your expense claims, products and services which is also your inventory and checks. From the first button with your business name, you can change to other businesses that you have access to, view the files of this business, access the settings of this business and links to other apps and Xero pages. Next let’s look at the menu bar at the top. Click on these buttons to create a new sales invoice, bill or claim. There’s some shortcut buttons here for you. Click on the three dots icon to view the banking menu. Hover your mouse over the graphs to view the details in a small pop up.

Your dashboard will give you a quick glance of what’s important such as your bank accounts, Account watchlist, invoices owed to you by your customers, bills that you need to pay to your suppliers, your total cash in and cash out and expense claims if you are using it. When you login to Xero Accounting, the first page that you’ll see is your Dashboard. I’m a certified Xero Advisor and today I’m going to give you a quick tour of Xero Accounting.

Now that you have signed up Xero Accounting, it’s time to have a quick introduction course to learn how to use Xero Accounting. Learn to use Xero in 11 minutes! This is a quick introduction course to Xero Accounting for beginners (2021 edition).

Training video for xero accounting software