Best Tips For Your Xero Software



To assist you with utilizing the Xero software to its fullest potential, we’ve gathered some Xero tips, including shortcuts, customizations, and novel features. When you’ve implemented these Xero tips and tricks, you ought to have a superior comprehension of the software—and hopefully—spare yourself time and energy over the long haul. 


Create A Xero Desktop Shortcut

  • Go to the Xero login page, drag the Xero icon in the URL or web address onto your desktop. 
  • Click the desktop symbol to go directly to the Xero login page. 


Xero Log in Shortcut 

  • If you have a long email address, it very well may be very tedious to continue typing your address each time you sign on. 
  • Bookmark the link underneath and never need to type your email address in again. 
  • When the login screen springs up on the screen, bookmark the address in your browser. 


Revel In Revolutionary Reconciling

Guarantee any business accounts with bank feeds have been connected to Xero, which will assist with limiting data entry. Make bank rules, and use add-on solutions like Receipt Bank to separate information from supplier bills, and import them (alongside the scanned picture of the bill) to Xero. This quickens the reconciliation process. 

Use electronic batch payments to limit the time it takes to handle payments and streamline the reconciliation process. Try not to slow down when you hit obscure transactions— click the Discuss tab, leave a notice for the bookkeeper, and proceed onward. 


Make the Most of The “Plus” Icon

Our next Xero tip, we’re jumping into the plus, or add symbol. At the point when you sign in to Xero, you will see a little plus symbol (+) at the upper right of the screen. Even though it might seem like such a little detail, this one symbol can really be very useful. 

Clicking this symbol lets you rapidly access various functions, for example, making a new invoice, contact, bill, or purchase order. As you keep on utilizing Xero, this shortcut will spare you time and assist you with building up a flow inside your bookkeeping process. 


Search For Contacts When Entering Transactions 

Utilize Xero’s advanced contact search when you’re entering transactions. 

Enter in at least 3 key letters of your contact’s name or search for the primary contact person for your contact’s company. 


Split Screens 

Nearly as great is a dual-screen, split-screen on a wide monitor can shave hours off your processing time! 


Embrace Business To Business With Xero

Encourage organizations you work with to adopt Xero so you can send your invoices directly to their Xero framework. Ask them to share with you their Xero network key so you can connect the Xero files and enable a little portal so billing data can flawlessly flow between the systems. This will spare your data entry time. 


Add Account Codes From Transactions

  • Click the account field in the transaction. At that point, select Add a new account. 
  • For manual journals or spend and receive cash, click Add next to the account field. 

Multiple Tabs 

At the point when we are reconciling or interpreting a lot of accounts – you should have the screen you are working from in the main tab and afterward open numerous tabs to drill down into the record you are taking a gander at. Let’s assume you are assessing a profit and loss account at month-end, you should examine advertising, training, and vehicle costs. As opposed to keep drilling down into the account and returning to the Profit and Loss account, you can basically right-click on the hyperlink and open in a new tab. 


I trust that these tips are valuable to you as you work with Xero to improve your bookkeeping processes.