You are enjoying the Xero experience, right? You’ve been using it for some time now and you’re pretty comfortable using it on a day-to-day basis. But deep down you know that you are not using Xero to it’s full potential. You would love to learn more about it’s capabilities, but you just don’t have the time.
We understand this and that’s why we have created these 5 easy steps which are guaranteed to improve your Xero skills – both easily and quickly!
The first step is to read this article, so sit down, grab a coffee and here goes …
1. READ YOUR NOTIFICATIONS
See that envelope icon at the top right of your screen? The one that sometimes has a number beside it that you find easy to ignore! Well, next time a number appears there check it out as any new features added to Xero will be shown here. Maybe you are struggling with recharging costs to your customers and are unaware that this is a feature in Xero? Maybe you didn’t realise that Xero now lets you send reminders to your customers when their payments are overdue?
If you check your notifications, you will see new features as they are made available and will find links to explanatory videos and notes.
2. USE THE XERO HELP SCREENS
If you are struggling with something in Xero, the chances are you are not the only one. Xero help pages are amazing, and it’s very easy to access them. Here’s how:
~ Click on the ‘Question Mark’ at the top right of your screen to access the Help menu.
~ Type in what you are needing help with e.g. Repeating Invoices.
~ Clicking on the spyglass will then bring up a list of Videos, User Guides and FAQ’s.
For Repeating Invoices there is a video that will take up less than 2 minutes of your time.
We also explained how to prepare Repeating Invoices in an earlier blog post.
3. EXPERIMENT IN THE XERO DEMO COMPANY
If you are doing something for the first time in Xero and unsure about how it will work, you can always try it out in the Xero Demo Company first. Every Xero user has access to the Demo Company. Here’s how to access it …
At the top of your Xero screen you will see an icon with 3 rows of dots and lines to the left of your organisation name. Clicking on this icon will then let you select ‘My Xero’. From ‘My Xero’ you will then see the clickable ‘Try the Demo Company’ link. Once in the Demo Company you are free to experiment, and even make mistakes, without messing up your own live data!
4. REACH OUT TO OTHER XERO USERS
If there are other Xero users in your organisation, talk to them and share your experiences. If you are a solo Xero user in your organisation, there is still a huge Xero community to reach out to – 100,000 UK users and over 600,000 users worldwide. On social media platforms such as LinkedIn, Facebook and Twitter you will find active Xero groups sharing Xero updates, tips and expertise.
5. INVEST TIME IN XERO TRAINING
Have you heard of Xero U? Xero U is the online hub for Xero’s educational content, where you will find education, training and events tailored for small businesses.
If face-to-face training is more your thing, we will be running Xero workshops during 2016. Feel free to drop us an email to firstname.lastname@example.org and we will make sure you are the first to know about our plans.
So there you have it, 5 easy steps to improve your Xero skills. Happy Xeroing!!