How to get the most out of Xero right from the start.

When you start using Xero, you’ll wonder how you ever managed without it. We’re big fans here at
Anytime Tax Services Inc and know how happy clients are when they can see their cash flow situation
whenever they want, send online invoices, pay bills and run their businesses more effectively.
While we set up the basics for all new Xero clients, there are key features you’ll want to know about
from the very beginning so you can spend more time on your business and less time on your
accounting. We’ve listed some of the most important below and encourage you to browse all the videos.  Understanding the basics of zero

Understanding the dashboard

Get to know the Xero Dashboard that displays all of your most important financial information, including
money coming in and going out, invoices owed to you and bills you need to pay. Find out how to use
the dashboard, customize it, and find shortcuts for daily tasks. How to understand the dashboard

Confirming settings
Here’s where to go to confirm or update that all your contact information, social media links, tax rates,
and Xero users are accurate. You can also add your company’s branding to invoices, quotes and other
documents here.
How to confirm the settings

Attaching files
With Xero Files, you can access your documents from anywhere. Find out how to upload, organize and
attach documents to your invoices and quotes.
Video walk-through

If you need any help, just give us a call at 470-488-9820 or email [email protected]. We’re all Xero-certified so no question is too simple or
too complex.