If you are a Xero user, you should hopefully know by now that you are not tied to using it on your desktop.

Just like most other software platforms and digital tools, a handy mobile app means that you can access your Xero dashboard, reconcile the bank, produce invoices, and add purchase invoices, wherever you might be.

To get started, you will need to download the app from your app store, if you haven’t done so already, and login using your usual Xero login.

Once logged in you will be able to see an overview of your business, including bank accounts, sales and purchases and estimated profit for the current month.

Here’s some things that you should find simple enough to do, whilst on the go:

  • Reconcile the bank – click on any of your bank accounts showing, to be taken to the mobile reconcile screen. Here, you can match, create, find, or transfer as you would on the desktop screen.
  • Add a new sales invoice – click on the sales icon towards the bottom of the screen and then the plus sign situated top right; this will allow you to create a new sales invoice or quote.
  • View purchases – click on the purchases tab and, as with sales invoices, the plus sign situated top right.
  • Manage contacts – manage your contacts in the app by adding new contact or editing existing contacts in your list. 

Our cloud accounting experts in Cambridgeshire, Bedfordshire and Hertfordshire are here to help you explore what works for your business, and to ensure you’re getting the most out of your chosen software. If you’d like to find out more about how you could take Xero, or any of the other market-leading software, with you on the go please contact us.

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