Xero’s new Navigation page

Xero’s new Navigation page

Xero’s new Navigation page

Have you heard? Xero are changing their navigation bar!

Why have Xero changed the navigation bar? 

To make it faster and simpler for you to find the tools you need.

What does this change mean for you?

It means by the end of November when you go to use Xero, the items that you would normally use are no longer in the same place. 

To read Xero’s update click here.

What has changed?

The biggest change with the navigation bar is that business and accounting tools have been separated, making it easier for you to find what you need.

Business vs accounting

The most obvious change is that business and accounting tools have been separated, making it easier for you to find what you need.

Business

Everyday tasks are grouped logically under the Business menu. Here you’ll find all the tools that most small businesses use on a daily basis, such as:

  • Invoices and quotes
  • Bills and purchase orders
  • Expense claims
  • Inventory, now labelled Products and services

Accounting

The Accounting menu holds the advisory and compliance tools that are more commonly used by advisers and partners of the organisation. These include:

  • Bank accounts
  • Reports
  • Advanced accounting tools and settings

Any reports, tools or settings that have been set as favourites show in the Accounting menu. By default the following tools and settings are set as favourites:

  • Chart of accounts
  • Find and recode
  • Manual journals
  • Fixed assets

Each user can set their own favourites by selecting any of the options in the Advanced accounting settings.

Now is the perfect time to get a Xero fresher training session booked in. Our qualified and experienced Xero trainers are ready to show you how the new navigation tool bar works so you can still work efficiently and effectively. 

Book your Xero refresher training by clicking here.