In this guide we will run through the key features and how to use Amplify.

Start by signing in. Note that a Xero account must be attached before you can set up an organisation in Amplify and invite users. To connect to Xero, use the 'sign in with Xero' button.

Once signed in through Xero, you will be prompted with what organisations you want to connect with Amplify. Add the ones you want to connect to Amplify and click continue at the bottom of the screen. You can add more than one organisation to use with Amplify. If you don't have Xero access to an organisation but want to be able to access their Amplify, you will need to ask them to send you an invite.

If that organisation does not have an active Amplify subscription, you will be prompted to choose a subscription. Work through the steps and the secure checkout to proceed.

Once you have an active subscription, the dashboard will show for you. The dashboard has quick views for finances and notifications and is designed to give a very quick and simple update on the organisation for any visitors.

In meetings, you can start a new meeting and simply work your way through the meeting recording the minutes as you go. Xero data will auto populate in the meeting and there are buttons for recognising approvals.

In the toolkit tab, there are additional features such as the conflicts of interest register, document templates, viewing old meetings, running reports from Xero and more.

In summary

That's a quick run down of how to use Amplify. Have a look around and be sure to check out any other support articles that give more detail on specific features.