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Mastering the Xero Dashboard: A Step-by-Step Guide

Join Tori Cleland from CMK Chartered Accountants as she walks you through the Xero dashboard, your central hub for managing business finances. Learn how to log in, navigate the dashboard, reconcile transactions, manage invoices, plan payments, and customize your dashboard for efficient workflow. This tutorial is perfect for business owners looking to simplify their financial management using Xero. For any questions, feel free to reach out to CMK Accountants. Watch now and boost your confidence in managing your business finances!

00:00 Introduction to Xero Dashboard
00:14 Getting Started with Xero
00:30 Bank Account Section Overview
00:50 Managing Invoices and Bills
01:13 Exploring the Main Navigation Menu
01:41 Customizing Your Dashboard
02:20 Conclusion and Support