Essential Xero Features

Time to learn about the features you'll use regularly in Xero, and see how they make managing small business finances easier than ever.

Dashboard


Online quoting


Hubdoc & Xero

Bank reconciliation


Sales invoices


Xero mobile app

Contacts


Purchase bills


Reports

Xero Tips & Tricks

Once you've got the essentials nailed, there are lots of other features you can use to make life easier. Here are some of our favourite tips & tricks, along with some videos covering our most frequently asked questions. 

Bank reconciliation adjustments

Reconcile payments which don't match the amount in the sales invoice or purchases bill. 

Set up invoice reminders

Invoice reminders are a great way to gently chase up customers who are slow in paying you.

Stripe & Xero

We love Stripe as a payment platform. Learn how to reconcile Stripe payments quickly and easily.