sblive Xero Guide

There are two ways to navigate to your bank account on Xero, which are as follows:-

1. From the dashboard, any bank accounts set to show on the dashboard, will be shown. If there are any items to reconcile, this will also be evident by the blue “Reconcile XX items” as per the screenshot above. 2. By selecting Accounting > Bank accounts, this will take you to the bank accounts section within Xero. This section will list all bank accounts in operation, including any accounts not set to be shown on the dashboard.

Once you are within the bank account, there are various areas to be aware of.

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