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< News & Insights

Xero makes navigation even easier! - Ad Valorem

2 minutes

| November 26, 2018

Filter by: Cloud Accounting |

Insights

Xero love making improvements, especially to make your experience even more simple and beautiful.

So, what’s new to Xero’s navigation bar?

Since receiving feedback from accountants, bookkeepers and other business users, Xero came to a conclusion that it was time to improve it’s navigation, making it easier, faster and more efficient for everyone to get on with their daily tasks.

The biggest enhancement is the way the accounting tools have been separated from the business features you use.

Click here to take a closer look at the improvements in Xero’s video guide.

Everyday activities have now been logically grouped, making it easier for a business user raise invoices and input bills on the go.

Business

The business menu contains the tools that you use the most, such as invoicing, bills and expenses. If you are searching for ‘inventory,’ it has now been renamed as ‘products and services’.

Accounting

The accounting menu contains the advisory and compliance tools, including bank accounts, reports and advanced accounting tools and settings, such as chart of accounts, manual journals and find and recode.

All reports, tools or settings that have been set as ‘Favourites’ will now show in the Accounting menu and you’ll be able to set your own favourites simply by selecting any of the options in the Advanced Accounting Settings. This will make it easier to find your favourite and most used reports!

Organisation menu

All information about your business can now be found in one place and that’s under the new organisation menu. You’ll be able to gain access from the top left of the navigation bar, by clicking on your organisation name.

Files and settings are all kept here. Settings are the business tools to get your business set up accurately, such as organisation details, invoice and email settings, users and subscription and billing details for subscribers. More advanced settings will appear in the Accounting menu.

If you run more than one business, you can now switch between the two accounts, saving you time not having to re-login.

Under the new ‘Do more with Xero’ section, you will now be able to connect to third party apps in the App Marketplace or other Xero features like payroll and projects.

If you would like to discuss the new changes to Xero in more detail, please feel free to contact us on the following details:

01908 219100

enquiries@advaloremgroup.uk

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