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Simple, smart and secure. Access your financials anytime, anywhere and on any device and be completely in control of your business

Getting started with Xero

You don’t need to worry about downloading desktop software, or storing anything on in-house servers. Xero securely stores your data and can be accessed via the cloud. All you’ll need is an internet connection. Before you begin the setup process, you’ll need to gather the following items:

You'll be in complete control of your business finances with Xero's key features

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Dashboard

Get a clear view of your business and stay on top of your finances by managing all your accounts in one place.

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Online Quoting

Prepare professional and prompt sales quotes to secure business and receive payments faster.

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Easy Invoicing

Create professional invoices online and invoice your customers quickly and efficiently.

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Bill Payments

Manage your cashflow with scheduled payments, get paid and pay your bills faster.

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Expenses

Upload your receipts to Xero and manage you expense claims on the go.

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Mobile App

Manage your business anywhere and anytime by taking your numbers with you.

Top tips from our champion advisors

There’s so much to offer from Xero. There are hundreds of apps integrated to support your business and add even more value to the core platform.

Even still, we’re here to support you as you make the switch to this incredible platform. With that in mind, here’s 3 top tips to consider when setting up Xero.

Setting up with Xero is easy when you have the Stepping Stone team to guide you through the process.

Set up

We will customise and set up your Xero system to meet your business needs.

Training

We will provide training on how to run your accounts using Xero.

Support

We are here to help and support you with all your Xero requirements.

I’m ready to start!

If you’d like a helping hand getting started with and maintaining Xero and all the great features that come with it, feel free to contact us today to speak with one of our friendly experts.

Still a bit unsure about the process?

If you’re still considering cloud accounting, it’s worth knowing about everything Xero has to offer and how it’s simply the start of growing a global business.

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