How to get the most out of Xero from the start!

How To Get The Most Out Of Xero From The Start

#xero #smallbusiness #accounting

I must admit, I was a Xero skeptic, and now, I am a Xero convert. If you are a small, privately-owned or family business with less than 20 employees then, in my opinion, Xero will be the best option 99% of the time. It is user-friendly, fast, reliable and cheap.

While we can set up the basics for 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.


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.

Connect bank accounts / bank feeds

Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically. This is extremely easy to set-up with most banks directly from Xero software.


Xero allows you to invoice electronically, add payment options, auto-generates invoice reminders and more. Spend some time to set this up in the beginning and you will save time and get paid faster!

The below link has plenty of videos and articles to help you use Xero to its full potential and value to your business. Take it from a reformed skeptic, you will not regret it!

If you need any help, just give us a call or email. We’re Xero-certified so no question is too simple or too complex.

Contact Us at Solve Business Accountants if you need help with Xero accounting.

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