sblive Xero Guide

In this mode you can show or “hide” boxes as well as shift the layout by selecting the 6 dots. Once happy with the layout select “Save changes”.

A useful tool is the “Account watchlist”. This can be used to monitor key expenses, income or balance sheet items. To edit what appears here you need to access the Chart of Accounts which is covered in the Settings and Security Guide.

As well as company information, there is an area for user preferences and security. This is located by your initials in the top right of the desktop screen and contains the following options:

Page 5 of 166

Made with FlippingBook - professional solution for displaying marketing and sales documents online