sblive Xero Guide

The aim of this section is to provide a basic understanding of the key navigation areas inside Xero.

Xero has been designed to be simple to navigate. The bar across the top is the main navigation pane and enables access to all features, as shown below. Hovering over each tab opens up a sub- selection pane with more detail.

1. The “Dashboard” is a good place to get a general feel for the performance and position of the business. This area is customisable and will be covered later in this section. 2. The “Business” section holds the summary pages for; Invoices, Quotes, Bills to Pay, Expense Claims and Products and Services, as shown below. It is the area that the user will process most of their information in and is therefore the most used tab on the page. These sections are covered in our separate guides.

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