Getting Started: Tour of the menus, icons, dashboard and other tabs
Learn how to use the menus, icons, dashboard and other tabs at the top of every screen in Xero. Your user role will determine the menus, icons and tabs available to you.
From the header, click the list icon to see the My Xero menu. From here you can view and manage all organizations you have access to.
You can also access your subscription options from within an organization. In the Settings menu, select Subscription, then click Manage Subscription to show the options in a new browser window.
From the header, click the file icon to open the file library where you can use and manage your files.
Click the notification pop-up or envelope icon to access your notifications.
Click the magnifying glass to start searching in Xero.
From the header, click the question mark icon to see all your options for getting help while you're using Xero.
When you've set up your Xero account, the Dashboard screen is like a home page for your organization. The dashboard provides graphical snapshots of key indicators for your organization.
The main menu bar has up to 6 tabs, as well as the Dashboard, to help you use Xero for the organization you are logged in to.
Manage employees on the payroll, run the pay, and manage holidays and time off.
View your data using standard and Xero reports. You can customize many of these reports to suit your organization’s needs.
Add and manage the people and organizations you do business with.
Change your organization settings, manage users and find app services.
- Organization Settings
- Conversion Balances
- Tax Rates
- Xero Subscription
- Chart of accounts
- Financial Settings
- Custom Contact Links
If you have been set up with the Advisor user role, this menu will display. Here you can create, edit and save reports and journals.