Get started with Xena

Here's a step-by-step guide to creating your user and setting up your first company in Xena.

Preparation

For the best experience, we recommend using Google Chrome as your browser. If you don't already have it installed, start by downloading and installing it.

Now remove the pop-up blocker for Xena:

1. Open Google Chrome.

2. Click the menu in the top right corner (the three dots) and select Settings

3. Navigate to Privacy and security

4. Select Site settings and then Pop-ups and redirects.

5. Under Allowed to send pop-ups and use redirects, click Add.

6. Enter the address: https://my.xena.biz and press Save.

Once this is done, you are ready to create your user and your company in Xena

 

Create a new user and company

1. Go to https://login.xena.biz/Account/Register.

2. Enter your email address

3. Choose a password

4. Accept the privacy policy.

5. Click Register.

You will receive an email with a confirmation link. If you do not receive the email, check your spam/junk folder. In Gmail, the email may be under Promotions.

1. Open the email and click Confirm email address.

2. Go to https://login.xena.biz/Account/Login

3. Enter your email and password, and press Login.

The first time you log in, you will be guided through setting up your company;

Step 1: Enter information about the company:

1. Select country

2. Enter the company's registration (CVR) number.

3. Select your company from the list (retrieved from virk.dk)

4. Enter the company's phone no. and email address

5. Press Next

Step 2: Choose company type:

1. Xena Company = basic setup

2. Xena Company with Project = includes apps and data for project management

3. Check that the currency and language are correct

4. Press Next

Step 3: Select the first financial year

1. Choose between:

   • Current calendar year

   • Manual selection of start and end date

   • Skip and create the financial year later

2. Press Next

Step 4: Review and accept:

1. Check that all information is correct

2. Read and accept the data processing agreement

3. Press Create company.

After a short while, the company is created, and you can start using Xena.

 

User profile

When you log in to Xena, you can, among other things, customize your user profile and see which companies you have access to.

1. Click the user icon in the top right corner

2. Select My profile 

3. Adjust your personal settings as needed

 

Save Xena as a bookmark

For easy access to Xena going forward, you can save the login page as a bookmark in your browser.

1. Go to https://my.xena.biz

2. Click the star icon in the address bar in Chrome (or use the shortcut Ctrl+D).

3. Optionally select a folder, and give the bookmark a name, e.g. Xena.

4. Click Done.

⚠️ Note: You can also turn on Chrome's bookmarks bar (via the menu in the top right corner → Bookmarks → Show bookmarks bar), so you always have quick access to Xena, no matter which tab you have open.

 

My Xena

• See the list of your companies under My desktop

• Click the company name to switch between companies

• The main menu on the left makes it easy to navigate in Xena. The menu is context-dependent, so, for example, a salesperson will primarily find the necessary functions under the Sales menu

• You can change the colour theme per company to more easily tell them apart

 

Understand key concepts in Xena

• Users: The people who have access to your company

• Business: Your company. One user can have access to multiple companies

• Partners: Your customers and suppliers

• Item groups: Determine the division of sales, purchases, and inventory, as well as VAT code per country

• Items: Everything you sell – physical products, services, or licenses

• Orders: Quotes, invoices, purchases, and sales all start with creating an order

• Employees: Users who are associated with your business, such as a bookkeeper or accountant

 

➡️ Next guide: Basic data.

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