5 Simple Ways to Improve Your Xero Proficiency
Are you using Xero to manage your finances but struggling to make the most out of this powerful software? Don’t worry, you’re not alone. Many businesses make the mistake of investing in platforms like Xero without realizing the full potential of the features they offer.
In this article, we’ll guide you through five simple but effective ways to improve your Xero proficiency and get the most out of this software.
1. Customized Dashboard
Customizing the Xero dashboard is a great way to improve your proficiency in using this software. A personalized and well-organized dashboard can save you a significant amount of time and make it easier to access the information you need.
To customize the dashboard, go to the “settings” tab and choose “general settings”. From there, you can drag and drop the different panels to customize their position, and add or remove any relevant features.
2.Automate as Much as Possible
One of the most significant advantages of Xero software is its ability to automate accounting tasks. This includes features like bank account feeds, automatic invoice reminders, and making intelligent suggestions about your accounts. These tools can help you save time and increase efficiency.
To automate, go to the “automation” tab on Xero’s menu bar, where you can customize your automated processes for transactions, invoices, and reminders.
3. Utilize Xero Shortcuts
Xero shortcuts are a powerful tool that can help you navigate the software quickly. These shortcuts can save you time and improve your productivity. Some of the essential Xero shortcuts include creating invoices, bank reconciliations, and closing the books.
To access Xero shortcuts, hover over the “accounts” tab, where you will find all of the available shortcuts and the ability to customize them for your specific needs.
4. Get to Know the Help Center
The Xero Help Center is an extensive resource that can assist you in figuring out any issues you may have with the software. It includes articles, videos, tutorials, and forums to help you solve problems and learn new tips and tricks.
To access the Help Centre, click on the “Help” section in the Xero menu bar or browse through the resources on the right-hand side of the dashboard.
5. Take Advantage of Integrations
Xero offers a range of integrations to improve efficiency and speed up the accounting process. With a wide range of integrations available, you can streamline your workflow and enhance your productivity.
Some of the most popular Xero integrations include PayPal, Square, and Stripe, allowing you to easily connect your accounts and sync your financial data.
Conclusion
By implementing these five simple tips, you’ll be able to improve your proficiency in Xero and make the software work for you, not the other way around. Customizing the dashboard, automating accounting tasks, utilizing Xero shortcuts, accessing the Xero Help Center, and taking advantage of integrations can all improve your experience with the platform, and give you the tools you need to succeed.
