Xero Tips July 2020

by | Jul 29, 2020 | Xero | 0 comments

Xero Tips

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.
https://login.xero.com/?username=REPLACE_WITH_YOUR_USERNAME
View multiple pages View multiple pages in your Xero organisation at the same time using tabs:

  • To open a link in a new tab on a PC, right-click on a link and select Open a new Tab.
  • To open a link in a new tab on a Mac, hold down the Command key and click on the link.

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.

Shortcuts for navigating Xero

 

Screens you can access using shortcuts

  • Dashboard 
  • 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

Date entry shortcuts

 

Present or future dates

Shortcut Shortcut key(s) Date fields Due date fields Examples
Today’s date Tab t ✔ ✔
Tomorrow’s date tom ✔ ✔
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 ✔ ✔