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Xero mobile functionality includes:</p>\n<ul>\n<li>Photographing and uploading receipts and defining them as expense claims or spend money transactions</li>\n<li>Creating and sending quotes and invoices</li>\n<li>Reconciling bank accounts</li>\n<li>Viewing bank balances</li>\n<li>Creating and accessing customer contact details</li>\n<li>Accessing the Files Inbox</li>\n<li>Accessing and changing mobile settings</li>\n<li>Communicating directly via social media and e-mail</li>\n</ul>\n"},{"title":"Check out the Xero home dashboard","thumb":null,"image":null,"content":"<p>When you log into Xero, you can’t avoid the home dashboard! On the left side of the dashboard are business accounts for banks, credit cards and online gateways that have been set up in Xero. On the right side are other overviews.</p>\n<p>If you ever get lost in Xero and need to reorientate yourself, return to the home dashboard by scrolling to the top of the screen and clicking Dashboard on the menu bar.</p>\n<p class=\"article-tips tip\">Scroll to the bottom of the Xero home dashboard and click the Edit Dashboard hyperlink. Click the top left corner of any block to rearrange them. Click on the Hide hyperlink on the top right of the blocks to hide them, and click the green button labelled Done when you’re satisfied with the placement of the blocks on the dashboard.</p>\n<p>Here are six key overviews you’ll find useful on the Xero home dashboard:</p>\n<ul>\n<li><strong>Charts in the Invoices Owed to You: </strong>Click on the bars for each chart in this section of the home dashboard to view underlying detail of transactions. From the information in this area, you can find out which customers to contact about overdue invoices. 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Heather Smith

Heather Smith

Heather Smith FCA, FCCA, FICB, is obsessed with how effective automation and integration can unlock and produce timely, clean data, to generate information for fast, informed analysis and decision making. She sits at the intersection of accounting, education and content creation; running a virtual management accounting practice, producing the Accounting Apps newsletter, and hosting the Cloud Stories podcast. Connect with HeatherSmithAU on your favourite platforms.

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Money Management Software Xero For Dummies Cheat Sheet

Cheat Sheet / Updated 02-07-2022

Using the Xero cloud-based accounting system makes small business accounting fast, easy and enjoyable. This cheat sheet gives you extra tips and tricks for working with this collaborative accounting tool. Discover how to adjust settings on your computer and in Xero to make the most from working in the cloud, access Xero on the go, and find your way around the home dashboard.

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