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  1. Getting Started with Xero - List of tasks

    Create a task list for new users of what they need to set up or complete in order to start working. Include links to the learning material for those tasks. New small business owner and I was not sure what exactly I had to set up or edit before just jumping in so I learnt when doing the tasks that I needed to set up a default invoice as example

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    1 comment  ·  Conversion balance  ·  Admin →
    Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

    Hi Phil, thanks for raising this with us. Luckily I cna let you know that Xero has indeed set up certain tasks when you first set up your new Xero organisation, adding bank accounts and bankfeeds, invoice templates, adding users. Im sorry that this wasn't clear to you when you started your organisation. We also have options to set up calls when you hit certain milestones if you need more help. But thank you for letting us know this would be helpful and I hope we can be helpful when needed.😊

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