The short answer: Not very.
Xero is in fact incredibly intuitive and uses machine learning to make your bookkeeping tasks a great deal quicker and easier. However, as with anything new, there are going to be a few bumps in the road.
Don’t worry, that’s where we come in – more about that at the bottom.
Overcoming software stagefright
If you’re not used to using online software, you might find yourself clicking and scrolling aimlessly in the beginning. To overcome this early software stagefright, you’ll need some pointers on how to use Xero effectively and efficiently. Here are two to keep in mind:
Tip One: Xero’s not like the others
The first thing you need to know is that Xero’s a bit different. If you’ve ever used Sage before, you might be confused at first by the way Xero seems to be processing everything backwards and skipping steps. Don’t panic – streamlining work is a good thing!
Xero has been designed to be as user-friendly as possible. Follow the onboarding process carefully, and embrace learning by doing.
Tip Two: Seek support, and take your time
There are two key elements to mastering Xero:
- The first element is support:Â Xero has a superb support team, with no additional charges for all the many queries you may have. This means that if you get stuck, no matter what time or day, you can ask for help.
- The second element is time: There’s a learning curve here and it may be a little tough (but what worthwhile changes aren’t?), so give yourself some time and you’ll soon get there in the end.
In addition to the above, we support our clients with free training, on-site/bespoke training days, free phone and email support, and a gentle onboarding process designed to slowly guide you through and gradually expand and improve on your newly acquired software skills.
We love Xero. And we think you will too.
If you’d like to learn more about our Xero services, click here.
Or if you’d like to speak with a member of our team, contact us today.
