Guides, documentation, and best practices to get the most out of XeroFlow.
Get your agency up and running in under 10 minutes. Create your first board, invite your team, and connect Xero.
Learn how to create boards, add columns, group tasks, and switch between Kanban, timeline, and calendar views.
Add team members, set roles and permissions, and configure workspace access levels.
Create client records, link Xero contacts, configure portal access, and set up billing.
OAuth setup, chart of accounts sync, invoice import, and two-way data flow configuration.
Create trigger-action recipes to auto-notify on status changes, due dates, and assignments.
Master boards, columns, formulas, subtasks, templates, and real-time collaboration features.
Complete guide to Xero sync, EOM invoicing, ad spend tracking, P&L dashboards, and budget management.
Using AI chat, @mentions, anomaly detection, semantic search, and building automation recipes.
Setting up client logins, configuring permissions, managing approvals, and customizing the portal experience.
Launch ads at scale — select creatives from Banner Studio, configure campaigns, write ad copy, and publish to Meta in bulk.
Export HTML5 banners for 14 ad platforms with automatic clickTag injection, file size validation, and compliant ZIP download.
Configure team access levels with 15 built-in roles, create custom roles, and understand 3-layer RBAC enforcement.
Templates with 30+ field types, AI-powered scoring and generation, brief-to-quote pipeline, and analytics.
Log time against tasks and projects, submit weekly timesheets for approval, and manage team utilisation.
Our support team is available to help you get set up, troubleshoot issues, or answer questions about XeroFlow.