You may have noticed a few changes to the navigation in Xero.
Launched on 27 November 2018, these changes bring a more logical framework to the menus and are more in line with the way businesses use Xero. One of the most obvious updates is the split between business tools and accounting tools. The accounting tools include financial reports and compliance functions that are more commonly used by accountants and bookkeepers.
The business menu holds all the tools that you use every day such as invoices, and expenses. Some of the names have changed too. Inventory is now called Products and services to better describe the information that’s recorded there. While a few things have moved, the new way things are organised makes it simpler and faster to find the tools you need. Plus there are some useful additional shortcuts you can use.
We can take you through these changes and help you set things up so you get better access to your most used tools. In fact, if you already had favourites set up before the update to the navigation update, they’ll be there.
For a short introduction on the new Xero navigation, please watch this video.
We look forward to answering any questions you may have.