New Xero Navigation

Posted by | November 21, 2018 | News, Xero | No Comments
Xero Navigation Menu Bar

From the end of November, Xero will be improving the Xero navigation bar so we can all easily find the tools and information we use most often. The improved navigation will happen automatically, you don’t have to do anything.

What’s changing?
The biggest differences you’ll see are the new and intuitive labels that group similar tools together:

The Business menu holds the tools that you use most often, like invoicing, bills and expenses.
If you’re looking for ‘Inventory’, it’s now called ‘Products and services’ to better describe the information that people record here.

The Accounting menu leads to the items that your accountant or bookkeeper uses most often, including bank accounts, reports and advanced tools.

Organisation menu
The top left of the navigation bar houses your organisation menu. If you have access to more than one organisation, you can switch between them and find them with an easy search. Your business settings are now in this menu, so go there if you want to change things like users, your logo or invoice and email settings. If you use Files, they’re now under the organisation menu as well.

If you would like to see the new navigation now, you can do this through the Demo Company. To see it, log into Xero, click on the name of your organisation, click on ‘My Xero’ then click ‘Try the Demo Company’. If you have a few organisations in this menu and the Demo Company does not appear, you can search for it in the search bar.

There are no changes to the mobile app.