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Intro to Xero for Mobile

Video learning



Learning objectives

Xero's mobile app is a free tool to help you and your client access key Xero features like bank reconciliation, contacts, receipts and invoicing directly on your phone or tablet. This quick course shows you how.

Course outline

    • Finding contacts using maps
    • Creating invoices, including existing inventory items and adding files
    • Entering receipts
    • Reviewing outstanding invoices
    • Reconciling bank transactions

    Pre-course preparations

    Prior to taking this course, we recommend you check out 'Xero Essentials' or Xero's Certification course for accounting partners.

    Topics covered

    • Contacts
    • Invoicing
    • Mobile

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