Learn how to get help as you make the change to new stories


There’s now a bit over a month to go earlier than previous stories in Xero are retired. Our new stories are full of highly effective customisations that may assist you get fast entry to solutions and streamline your monetary evaluation.

As you end up your work in previous stories and put together for the large day, it’s a good suggestion to know the place you’ll find data on new stories and get help from our group in the event you want a hand.

We’re retiring the older variations of our stories in Xero on 31 July 2023 at 6am NZST. In a while zones, this may imply that previous stories won’t be obtainable from 30 July 2023. Keep in mind: you’ll must do your month-end reporting for July 2023 in new stories, as older variations gained’t be obtainable.

The place to seek out the most recent data

We’ve shared loads of details about reporting over the previous 12 months. Right here’s a fast recap on the place to seek out the important thing data that may assist you within the weeks forward:

Learn how to get help

Xero Central is our one-stop-shop for getting the help you want. It has a variety of content material to assist reply your questions on Xero, together with how-to articles, movies, group discussions and the choice to lift a case with our buyer expertise group in the event you get actually caught.

Entry help content material

You may ask a query within the search bar of Xero Central or inside Xero (click on the query mark within the high proper nook of Xero) and help articles will come up, primarily based on what the search engine is aware of about you out of your Xero account, or which web page you’re on in Xero.

It’s also possible to take a look at the reporting playlist on our YouTube channel, to discover ways to benefit from options obtainable in new stories. You’ll discover ways to use widespread codecs, customise stories with the format editor, handle reporting preferences, and extra.

Get particular person help

In case your query is extra advanced and also you want particular person help, you possibly can contact Xero help. Click on in your ‘Person profile’ within the high proper nook, then choose ‘My instances’ and ‘Contact Xero help’.

All it’s essential do is fill within the type, which is distributed to our buyer expertise group. They’ll triage it and assign it to the subsequent obtainable specialist with the suitable expertise (typically a level in accounting and experience in reporting) that can assist you.

Whenever you elevate a case you possibly can request a name, or we’ll ask to your cellphone quantity if we expect speaking to you straight will assist. Our buyer expertise group is predicated in eight places of work across the globe, that means we will present help 24/7.

Learn how to present suggestions

In case you don’t have a selected query however wish to share your ideas and suggestions with our product group, we’re all the time listening. Listed below are the most effective methods to succeed in out, to guarantee that your suggestions is captured and despatched to the suitable individuals.

Use the guidelines and tips panel

Choose ‘Ideas and tips’ within the high proper nook of a few of our hottest new stories, to entry our useful panel. It options help articles, how-to movies and a suggestions button that may ship your ideas and concepts on to our product group.

Go to Xero Product Concepts

Xero Product Concepts is our manner of constructing certain we hear straight from you on what’s vital. You may share your concepts on the modifications you’d wish to see in Xero, touch upon the group’s ideas and concepts, and vote for the concepts you’d most wish to see delivered.

One final reminder

We urge you to complete up your work and begin utilizing new stories as quickly as doable, so you have got time to wrap up your work earlier than previous stories are retired. We’ve given you 12 months’ discover and all of the help it’s essential prepare — however in the event you want some further help, we’re right here to assist.


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