بداية سريعة
يغطي هذا الدليل جميع ميزات برنامج Xero:
- ابدء — Create your account and set up the basics
- كيفية استخدام لوحة تحكم الحساب — See your cash flow, bank account balances and unpaid bills on one screen
- كيفية استخدام قوالب الفواتير — Send professional-looking invoices that carry your own branding and logo
- كيفية استخدام المحاسبة المتقدمة — Set tax rules, your chart of accounts and financial year end date
- كيفية استخدام لقطة الأعمال — Read profit, loss and expense trends without building reports by hand
- كيفية استخدام نظام إدخال الفواتير الآلي — Turn supplier bills and receipts into records without typing every line
- How to Use Multi-Currency Accounting Software — Invoice overseas customers and track gains from currency rate moves
- كيفية استخدام مطابقة الحسابات البنكية — Match imported bank transactions to your records in a few clicks
- كيفية استخدام الفواتير التلقائية — Schedule repeating invoices and payment reminders so you get paid faster
- كيفية استخدام مشاريع التتبع — Watch time, costs and profit on every job you are running
الوقت اللازم: خمس دقائق لكل فقرة
يتضمن هذا الدليل أيضًا ما يلي: نصائح احترافية | الأخطاء الشائعة | استكشاف الأخطاء وإصلاحها | التسعير | البدائل
لماذا تثق بهذا الدليل؟
I’ve run my own books in Xero for three years and tested every feature covered here. This tutorial comes from real hands-on experience, not vendor screenshots.
Xero is one of the most capable محاسبة software options available today.
But most users only ever touch invoices and stop there.
يوضح لك هذا الدليل كيفية استخدام كل ميزة رئيسية.
خطوة بخطوة، مع لقطات شاشة ونصائح احترافية.
برنامج تعليمي لبرنامج Xero
This complete How to use Xero tutorial walks you through each feature in order, from first login to the advanced tools that make you a power user.
زيرو
Stop guessing where your money went. Xero pulls bank transactions in automatically, chases unpaid invoices for you, and gives small عمل owners a clear picture of cash flow every day. Unlimited users on every plan.
البدء باستخدام Xero
Before you use any feature, finish this one-time setup.
It takes about three minutes.
Here is what the first week looked like for me:
والآن دعونا نستعرض كل خطوة.
الخطوة الأولى: إنشاء حسابك
Go to the Xero website and click Start Free Trial.
أدخل عنوان بريدك الإلكتروني وقم بإنشاء كلمة مرور.
✓ نقطة تفتيش: تحقق من صندوق الوارد for the confirmation link.
Step 2: Add Your Organisation Details
Open Settings, then Organisation Settings.
Fill in your company name, address, tax information and logo.
These details appear on every invoice you send, so accuracy matters.
Here is what the setup screen covers:
✓ نقطة تفتيش: لك عمل name shows in the top left corner.
Step 3: Connect Your Bank and Invite Your Team
Go to Settings, Bank Accounts, and follow the prompts to connect your bank.
Then open Settings, Users, to invite your accountant or bookkeeper.
You can set individual permissions, so each person gets access to only what they need.
That way you share the books without handing over payroll details.
✅ تم: أنت الآن جاهز لاستخدام أي ميزة أدناه.
كيفية استخدام لوحة تحكم حساب Xero
لوحة تحكم الحساب lets you see your cash flow, bank account balances and unpaid bills on one screen.
إليك كيفية استخدامه خطوة بخطوة.
الخطوة 1: افتح لوحة التحكم
Log in and click Dashboard in the top menu bar.
Take a minute to explore the Xero dashboard before changing anything.
Step 2: Add Your Bank Account Tiles
Click Add bank account and pick your bank from the list.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Bank balances, invoices owed to you and bills to pay all appear as tiles.
Step 3: Rearrange the Panels
Drag each panel so your most-watched numbers sit at the top.
✅ النتيجة: You have a clear picture of cash flow the moment you log in.
💡 نصيحة احترافية: Click the small arrow on a bank tile to switch it between a balance figure and a spend graph.
كيفية استخدام قوالب فواتير Xero
قوالب الفواتير lets you send professional-looking invoices that carry your own branding and logo.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open Invoice Settings
Go to Settings, then Invoice Settings, to reach your branding themes.
Step 2: Upload Your Logo and Details
Add your logo, address and payment terms to the standard theme.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Your logo sits at the top of the preview with your business details below.
الخطوة 3: الحفظ والمعاينة
Hit Save, then preview the theme on a draft invoice.
✅ النتيجة: Every invoice you send now looks like it came from a real finance team.
💡 نصيحة احترافية: Build a second theme with no payment terms for quotes. It saves editing them one by one.
كيفية استخدام برنامج Xero للمحاسبة المتقدمة
متقدم محاسبة lets you set tax rules, your chart of accounts and financial year end date.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Open Financial Settings
Go to Settings, Advanced settings, then Financial Settings.
Step 2: Set Tax and Year End
Enter your tax basis, tax number and financial year end date.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Your tax details and year end date show as saved on the settings page.
Step 3: Edit the Chart of Accounts
Open Chart of Accounts and rename codes to match how you sell.
Accurate codes keep your reports readable later.
✅ النتيجة: Income and expenses now land in the right place automatically.
💡 نصيحة احترافية: Archive account codes you will never use instead of deleting them. Deleting breaks old transactions.
How to Use Xero Business Snapshots
لمحة سريعة عن الأعمال lets you read profit, loss and expense trends without building reports by hand.
إليك كيفية استخدامه خطوة بخطوة.
الخطوة 1: افتح قائمة التقارير
Click Accounting, then Reports, then Business Snapshot.
Step 2: Pick Your Date Range
Choose the period you want to check, such as the last quarter.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Profitability and cash panels fill with your own figures, not sample بيانات.
Step 3: Read the Performance Panels
Scroll through profit, expense and cash flow panels for the period.
Open the balance sheet from the same menu to check what you own and owe.
✅ النتيجة: You understand how the business performed without building a report by hand.
💡 نصيحة احترافية: Compare two periods side by side. Sudden expense jumps usually point to a miscoded bill.
How to Use Xero Auto Bill Entry
أتمتة إدخال الفواتير lets you turn supplier bills and receipts into records without typing every line.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Find Your Xero Email Address
Go to Business, then Bills to pay, and copy your unique email.
Step 2: Forward Supplier Bills In
Forward bills and receipts to that address as they arrive.
Xero reads the supplier, date and total for you.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: Forwarded bills appear as drafts with amounts already filled in.
Step 3: Check and Approve
Open each draft bill, fix any wrong field, then approve it.
✅ النتيجة: Paper receipts stop piling up and your bills stay current.
💡 نصيحة احترافية: Photograph receipts through the Xero mobile app on the same day. The image stays attached to the record.
How to Use Xero Multi-Currency Accounting Software
تعدد العملات برنامج محاسبة lets you invoice overseas customers and track gains from currency rate moves.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Add Your Currencies
Go to Settings, Currencies, and add each currency you trade in.
Step 2: Invoice in the Buyer’s Currency
Create an invoice and switch the currency field before you send it.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The invoice total shows in the buyer currency with your base currency underneath.
Step 3: Review Currency Gains
Run the Foreign Currency Gains and Losses report each month.
✅ النتيجة: Overseas customers pay in their own currency while your reports stay consistent.
💡 نصيحة احترافية: Xero updates exchange rates hourly. Lock a rate on long quotes so the price does not drift.
كيفية استخدام برنامج Xero لتسوية الحسابات البنكية
تسوية الحسابات المصرفية lets you match imported bank transactions to your records in a few clicks.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Connect a Bank Feed
Go to Settings, Bank Accounts, and follow the prompts to connect your bank.
Step 2: Open the Reconcile Tab
Click Reconcile items on the account tile to see suggested matches.
Xero pairs each imported line with an invoice or bill it already knows.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The unreconciled counter on the bank tile drops toward zero.
Step 3: Approve or Find a Match
Click OK on correct pairs, or use Find & Match on the rest.
✅ النتيجة: Your books agree with the bank, so every report you run is trustworthy.
💡 نصيحة احترافية: Create bank rules for repeat payments like rent. Xero then codes them for you every month.
How to Use Xero Automatic Invoicer
إصدار الفواتير التلقائي lets you schedule repeating invoices and payment reminders so you get paid faster.
إليك كيفية استخدامه خطوة بخطوة.
الخطوة الأولى: إنشاء فاتورة متكررة
Open Business, Invoices, then New, then Repeating Invoice.
الخطوة الثانية: تحديد الجدول الزمني
Choose how often it repeats and whether Xero sends it automatically.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The repeating template lists a next issue date and a delivery setting.
Step 3: Switch On Payment Reminders
Go to Settings, Invoice Settings, then Invoice Reminders and enable them.
✅ النتيجة: Retainer clients get billed on time without you touching the invoice.
💡 نصيحة احترافية: Add PayPal or Stripe under Payment Services. A pay-now link on the invoice cuts waiting time sharply.
How to Use Xero Projects Tracker
تتبع المشاريع lets you watch time, costs and profit on every job you are running.
إليك كيفية استخدامه خطوة بخطوة.
Step 1: Create a Project
Open Projects, click New Project, and pick the customer it belongs to.
Step 2: Log Time and Costs
Add time entries and assign bills or expenses to the project.
هذا ما يبدو عليه الأمر:
✓ نقطة تفتيش: The project page shows time logged, costs recorded and remaining budget.
Step 3: Check Project Profit
Open the project to compare quoted value against costs so far.
✅ النتيجة: You know which jobs make money and which quietly drain it.
💡 نصيحة احترافية: Start the timer in the mobile app when you begin work. Reconstructing hours later always loses billable time.
نصائح واختصارات احترافية لبرنامج Xero
After three years of daily work in Xero, these are the shortcuts I actually use.
اختصارات لوحة المفاتيح
| فعل | اختصار |
|---|---|
| البحث العالمي المفتوح | / (شرطة مائلة للأمام) |
| Create a new invoice | Type “invoice” in search, press Enter |
| Jump to bank reconciliation | Type “reconcile” in search |
| Save and add another line | Alt + S |
ميزات خفية يغفل عنها معظم الناس
- The demo company: Switch to it from the organisation menu and practise safely without touching real data.
- Bank rules: Under each bank account, set rules that code recurring transactions the moment they arrive.
- ابحث عن وطابق: Use it to split one bank payment across several bills instead of forcing a single match.
- The mobile apps: Snap receipts, check balances and approve bills from your phone while you are out.
- Xero certification: Join a free ندوة عبر الإنترنت or course to build accounting knowledge and earn advisor status.
- Report favourites: Star the reports you open often and discover the custom layout editor underneath them.
أخطاء شائعة يجب تجنبها في برنامج Xero
Mistake #1: Reconciling Once a Quarter
❌ خطأ: Letting hundreds of bank transactions pile up before you reconcile them.
✅ يمين: Reconcile weekly, if not daily. Ten minutes a week beats a lost weekend.
Mistake #2: Ignoring the Chart of Accounts
❌ خطأ: Keeping the default account codes and dumping every cost into General Expenses.
✅ يمين: Rename codes to match how you actually earn and spend, so your profit and loss report means something.
Mistake #3: Sending Invoices Without Payment Options
❌ خطأ: Emailing an invoice with only bank details at the bottom.
✅ يمين: Add PayPal or Stripe under Payment Services so customers can pay in one click.
استكشاف أخطاء Xero وإصلاحها
Problem: Bank Feed Stopped Importing
سبب: Your bank expired the connection or changed its حماية قواعد.
يصلح: Open Settings, Bank Accounts, then click Refresh or Reconnect and log in again.
Problem: Invoice Total Does Not Match the Bank Line
سبب: A card processor took a fee before the money reached your bank account.
يصلح: Use Find & Match, then add a minor adjustment line for the fee.
Problem: Reports Show the Wrong Period
سبب: Your financial year end date was never set correctly during setup.
يصلح: Go to Settings, Advanced settings, Financial Settings, and correct the date.
📌 ملحوظة: If none of these fix your issue, contact Xero support through Xero Central.
ما هو برنامج Xero؟
زيرو is an online accounting software built for الشركات الصغيرة owners who want their finances in one place.
Think of it like a bank account that also does your مسك الدفاتر.
شاهد هذه النظرة العامة السريعة:
Here is how Xero works in practice: bank transactions flow in automatically, you approve the matches, and your reports update themselves.
يتضمن هذا المنتج الميزات الرئيسية التالية:
- لوحة تحكم الحساب: A live view of your finances, updated as bank transactions flow in
- نماذج الفواتير: Branded invoice layouts you set once and reuse every day
- المحاسبة المتقدمة: Tax settings, chart of accounts and financial year controls
- لمحة سريعة عن الأعمال: Profit, loss and cash flow trends in one visual report
- أتمتة إدخال الفواتير: Bills and receipts captured from email or your phone
- Multi-Currency Accounting Software: Invoicing and reporting in more than 160 currencies
- تسوية الحساب البنكي: Pre-matched bank transactions you approve in bulk
- إصدار الفواتير التلقائي: Repeating invoices plus automated overdue payment reminders
- تتبع المشاريع: Job-level time, cost and profit tracking
للاطلاع على مراجعة كاملة، راجع مراجعة زيرو.
Xero accounting software runs entirely in your browser, so you and your accountant share the same live data.
أسعار زيرو
إليكم تكلفة برنامج Xero في عام 2026:
| يخطط | سعر | الأفضل لـ |
|---|---|---|
| بداية | $5.80 USD per month | Sole traders sending a few invoices each month |
| معيار | $10 USD per month | Growing small business owners with regular bills and payroll |
| Premeum | $15 USD per month | Businesses billing customers in more than one currency |
تجربة مجانية: نعم، 30 يوماً بدون الحاجة إلى بطاقة ائتمان.
ضمان استرداد الأموال: No refund policy, but you can cancel your plan any month.
💰 أفضل قيمة: Standard — it lifts the invoice and bill caps that slow the Starter plan down.
زيرو مقابل البدائل
كيف يقارن أداء Xero؟ إليك نظرة على المشهد التنافسي:
| أداة | الأفضل لـ | سعر | تصنيف |
|---|---|---|---|
| زيرو | عدد غير محدود من المستخدمين في كل باقة | 5.80 دولار شهرياً | ⭐ 4.5 |
| برنامج QuickBooks | US tax reporting depth | 19 دولارًا شهريًا | ⭐ 4.4 |
| FreshBooks | Service invoicing | 19 دولارًا شهريًا | ⭐ 4.4 |
| Zoho Books | فرق تراعي الميزانية | 0 دولار شهرياً | ⭐ 4.4 |
| حكيم | Stock-heavy businesses | 25 دولارًا شهريًا | ⭐ 4.1 |
| موجة | محاسبة أساسية مجانية | 0 دولار شهرياً | ⭐ 4.3 |
| نت سويت | Large company finance | 99 دولارًا شهريًا | ⭐ 4.0 |
| إكسبنسيفاي | Staff expense claims | 5 دولارات شهرياً | ⭐ 4.4 |
اختيارات سريعة:
- الأفضل إجمالاً: Xero — unlimited users and the smoothest bank reconciliation.
- أفضل ميزانية: Wave — free for freelancers with simple finances.
- الأفضل للمبتدئين: FreshBooks — the shortest learning curve for invoicing.
- Best for stock-heavy business: Sage — deeper inventory tools than Xero offers.
🎯 بدائل Xero
هل تبحث عن بدائل لبرنامج Xero؟ إليك أفضل الخيارات:
- 🚀 حكيم: Long-standing accounting software with strong stock control for product businesses.
- 💰 نص: Receipt capture tool that feeds clean data into Xero automatically.
- 🎨 كتب زوهو: Low-cost accounting with a free tier for very small business owners.
- ⚡ سنيدر: Syncs ecommerce and payment platform sales into your accounting ledger.
- 🔒 نهاية شهر سهلة: Adds structured month-end checklists on top of your accounting system.
- 🧠 دوسيت: AI bookkeeping that codes transactions and drafts reports for you.
- 👶 لغز IO: Built for startups that want automated accounting without a bookkeeper.
- 🏢 قم بتحديثي: Financial reporting layer for firms managing many client accounts.
- ⭐ موجة: Free invoicing and accounting for freelancers with simple finances.
- 🔧 سرع: Personal finance tracking with light small business features included.
- 📊 Hubdoc: Document collection tool that pulls bills and statements automatically.
- 🎯 إكسبنسيفاي: Employee expense claims with card feeds and approval workflows.
- 🔥 كويك بوكس: The best-known rival, strong in the United States market.
- 💼 الإدخال التلقائي: Converts scanned receipts and bills into accounting data.
- 🌟 FreshBooks: Invoicing-first software loved by service-based sole traders.
- 🏢 نت سويت: Full business management suite aimed at larger, complex companies.
للاطلاع على القائمة الكاملة، راجع بدائل Xero مرشد.
⚔️ مقارنة بـ Xero
Here is how Xero stacks up against each competitor:
- مقارنة بين Xero و Sage: Xero is easier to learn; Sage suits complex inventory work better.
- Xero مقابل Dext: Dext is a companion, not a rival. Many users run both together.
- مقارنة بين Xero و Zoho Books: Zoho Books costs less; Xero has far wider bank and apps support.
- زيرو مقابل سنيدر: Synder handles sales data; Xero remains the ledger underneath it.
- مقارنة بين Xero و Easy Month End: It fills a gap Xero leaves open around close-process control.
- زيرو مقابل دوسيت: Docyt automates more coding; Xero gives you more direct control.
- زيرو مقابل بازل المدخلات والمخرجات: Puzzle suits venture-backed startups; Xero fits general small business work.
- Xero مقابل RefreshMe: RefreshMe reports across clients; Xero runs each set of books.
- Xero مقابل Wave: Wave costs nothing; Xero scales when payroll and projects arrive.
- مقارنة بين Xero و Quicken: Quicken leans personal; Xero is built for business accounting.
- Xero مقابل Hubdoc: Hubdoc is included with Xero plans in several regions.
- Xero مقابل Expensify: Expensify handles staff claims; Xero records the accounting entries.
- مقارنة بين Xero و QuickBooks: QuickBooks has deeper US tax tools; Xero wins on unlimited users.
- Xero مقابل AutoEntry: AutoEntry rivals Xero’s own bill capture rather than the whole platform.
- مقارنة بين زيرو وفريش بوكس: FreshBooks is simpler to bill with; Xero has stronger reports.
- مقارنة بين Xero و NetSuite: NetSuite fits enterprises; Xero costs a fraction for small business.
ابدأ باستخدام Xero الآن
لقد تعلمت كيفية استخدام جميع الميزات الرئيسية لبرنامج Xero:
- ✅ لوحة تحكم الحساب
- ✅ قوالب الفواتير
- ✅ محاسبة متقدمة
- ✅ لمحة سريعة عن الأعمال
- ✅ أتمتة إدخال الفواتير
- ✅ Multi-Currency Accounting Software
- ✅ مطابقة الحسابات البنكية
- ✅ إصدار الفواتير تلقائيًا
- ✅ تتبع المشاريع
الخطوة التالية: اختر ميزة واحدة وجرّبها الآن.
Most people start with the Account Dashboard.
It takes less than five minutes, and you may even enjoy it.
Small things improve fastest here: reconcile weekly, and the rest follows.
الأسئلة الشائعة
هل يمكنني تعلم برنامج Xero بنفسي؟
Yes. Xero Central offers free courses, webinars and practice files. Most small business owners cover the basics in a weekend and build real skills within a month.
هل برنامج Xero سهل الاستخدام للمبتدئين؟
Yes. The dashboard uses plain language instead of accounting jargon. Beginners usually manage invoices and bank reconciliation on day one without formal training.
كيفية استخدام برنامج Xero للشركات الصغيرة؟
Set up your organisation details, connect your bank account, then send invoices and reconcile transactions weekly. Add payroll and projects once that routine is running.
كم من الوقت يستغرق تعلم برنامج Xero؟
Around two to six hours for daily tasks like invoices and bills. Full certification through Xero’s course program typically takes a few weeks of part-time study.
How to use Xero system?
Log in, check the dashboard, reconcile new bank transactions, approve bills, then send invoices. Run profit and loss reports monthly to check business health.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 