Some steps and processes aren’t immediately obvious, such as adding bank accounts that don’t use an automated bank feed. The menu navigation is clunky, and the headings don’t really make any sense, so finding your way does involve a bit of wandering about. Just don’t waste time (like we did) thinking we were setting up our actual account, whilst actually in demo mode! Use it to take features out for a test drive without actually doing anything to affect the bookkeeping figures. Whilst it took us a while to realise the significance of the demo options, we really like this idea. The initial welcome dashboard is split into sections signposting where you can set up each feature, like invoicing and cash flow tools, and there are lots of videos to watch. For security they do ask you to confirm your email which is always welcome from software dealing with the financial end of life. Getting started with Xero involves the usual process of bashing in an email address and away you go.
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