sblive Xero Guide

1. Edit Profile – This displays information about yourself and can help if you want to utilise Xero’s in built marketing functionality

2. Account – This includes information on your login and security settings (see Settings and Security section)

3. Logout – This requires no explanation

- Xero allows you to work on multiple areas at once by opening multiple browser tabs or windows. To do this, right click on any clickable link in Xero (such as Sales) and select “Open link in new tab”. This prevents the need to flick back and forth between sections. - Most areas in Xero are drillable (i.e. clickable to uncover more information). Once you are in an area, to return to last page simple click the back button on your browser, or alternatively select a main section from the Navigation bar at the top.

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