• Katie Bunting

Your Xero Settings

In this week's blog we will be introducing you to some basic settings on Xero. 

You will learn how to update your display name, add a logo and update other basic information for your business such as address and organisation type.

  • From your dashboard, click on your organisations name in the top left corner and click on settings.

  • From settings you should then click on organisation details.

  • In this section you will be able to change details such as business name, organisation type, registration number, address, telephone, email, website and you can also upload your company logo.

Not only can you change your business details from this page but you can also choose to include some of your organisation information in your online invoices and quotes.

When you choose to include organisation information in online invoices and quotes:

  • The information shows in the footer of the online invoices and quotes

  • Users in your organisation can add the information to their public user profile.

To include this information you should:

  • Choose 'ON' under the include some of your information section

  • Select the 'include' checkboxes of the fields you want to include

  • Under 'terms and conditions', review the Xero Terms of Use and the Community Guidelines, then select the checkbox to agree to them

  • Click Save

Next week we will be showing you how to set up your companies financial settings on Xero.

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