Getting started
Start instructions, tips and tricks.
Get Started with EG Xena
This guide provides a step-by-step walkthrough on how to create a user and an account in Xena.
Getting started with basic data
This guide helps you set up the basic information about yourself and your company in Xena.
Getting started with the first invoice
This guide will go through how to best get started with creating invoices
Get Started with Bookkeeping and Accounting
This guide provides a basic overview of the preparations you can make before starting to manage your accounts in Xena.
Get started with the project module
With the project module in EG Xena, you gain a structured and efficient way to manage your projects—regardless of their size and complexity.
Getting started with EG Go
This guide walks you through step by step on how to get started using EG Go for time and material registration.
Transfer Master Data from Visual to Xena
Guide to transferring master data from Visual Admin to EG Xena
Archive
In the Archive, you can import master data from your previous accounting system, making it available in Xena.
Search
Search functionality in Xena varies depending on where you are in the system. Here’s an overview of the main search methods.
Keyboard shortcuts and date fields
Use the keyboard and arrow keys for input in ledger lines and order lines. Also, learn how to quickly input dates.
Editing in Xena
How to view, edit and save in Xena.
Built-in Support Function
Xena has an integrated support function, ensuring that you can always find help when you need it.
Which browser is recommended for Xena?
Xena utilizes many of the latest web technologies to provide the best experience. Therefore, it's recommended to use a modern, updated browser.
Open a CSV File in Excel Without Automatic Formatting
In many areas of Xena, you can export data to a CSV file. Follow this guide to import the data into Excel without it being automatically formatted.
Clear Cookies and Website Data
To ensure an optimal experience with Xena, it may be helpful to periodically clear cookies and other website data.
Support and Guidance in Xena
Do you have questions or need assistance? Our support team is ready to help you via chat or email.