After reviewing the current navigation with bookkeepers, accountants, small business users and those brand new to Xero, we identified some challenges. We’ve always aimed for Xero to be friendly and easy to use but our research showed us there was room for improvement. Some of the key issues were that the navigation wasn’t organised in a logical way for users, took too long to move through, and included too much accounting jargon.
We wanted to improve the overall experience and make it faster and simpler to find the tools you use most often, whether you’re a novice or an expert.
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.
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.
Yes, you’ll now find that most Favourites sit under the Accounting menu. Certain items that you or your accountant favourited previously are now accessible from Settings within the organisation menu.
If you haven’t favourited a task or tool before, it’s a great way to customise Xero and get to what you need fast. To create a favourite, just click a star on a report, or on a tool or setting within Advanced accounting in the Accounting menu, and that item will appear in your Favourites.
No, there are no changes to these tools
The improved navigation will become available to everyone from late November. You don’t have to do anything, it will happen automatically.
From 13 November, the Demo Company will feature the new navigation. 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.