Get help while you're using Xero

Learn how to get help while you're using Xero.

Search Help while you're using Xero

There are 3 ways you can get answers from within the Help menu. The Help menu is found at the question mark icon on every page in Xero.

Image showing drop down help menu.

Use Xero's help search box

Enter a question, words or short phrases to search for answers in the Xero Help Centre. If you're trying to complete a task, type the task you want to complete in the search box. For example, type 'add invoice' rather than just 'invoice' as this will provide search results that more closely match your needs.

Image showing query in search box.

Filter your results by checking or clearing the checkboxes.

Image showing old style search results box.

Go to Xero's Help Centre

This option takes you straight to the Help Centre.

Image showingt help centre option.

You can use the menu on the left hand side of the Help Centre page to find the topic you want, or type a word or phrase into the search box to see a list of relevant pages.

Click Get help for this page

Choose this option to go directly to the Help Centre page that is relevant to the current screen.

Image showing get help for this page option.

Show or hide getting started panels

Getting started panels show at the top of specific pages to give you more information about that area of Xero.

Image of a getting started panel.

To hide the getting started panels select Hide Getting Started from the Help menu. You will need to do this for each area of Xero where you don't want the panel to appear. Select Show Getting Started from the Help menu, if you want the panel to show again.

Image of selecting to hide the getting started panels.