Here are some general tips to help you get around Xero quickly and easily.
|Quick Xero login||Speed up logging into Xero. Replace the capital letters below with your Xero login address, then save as a browser or desktop bookmark so you only have to enter a password.
|View multiple pages||View multiple pages in your Xero organisation at the same time using tabs:
Don’t use tabs to view multiple Xero organisations.
|View multiple organisations||If you need to view multiple Xero organisations at the same time, open each organisation in a different browser. For example, open one in Chrome and the other in Safari.
If you don’t use separate browsers, your changes might save to the wrong organisation. Using different browsers ensures each organisation has its own separate data session.
Screens you can access using shortcuts
- The Business menu for invoices, quotes, sales and purchases overviews, bills to pay, purchase orders, expense claims and products & services
- The Accounting menu for bank accounts and reports
- The Payroll menu for employees, leave, timesheets, pay, taxes & filings
- The add icon to create a new invoice, contact, bill, quote, purchase order, manual journal, spend, receive or transfer money transaction
Present or future dates
|Shortcut||Shortcut key(s)||Date fields||Due date fields||Examples|
|Today’s date||Tab t||✔||✔|
|Day in the next week||next [day]||✔||✔||If today is Monday, use next fri to enter the date for next Friday|
|Next week (7 days from today)||next w||✔||✔|