Xero Tips & Advice

Xero really has changed the time it takes to process transactions compared to the slow ways of manual entry we all used to have to do years ago. But most people don't know about the amazing shortcuts to speed up the process even further. As Xero bookkeepers, we know plenty shortcuts that can save you time and effort.

That’s why here at Bookkeepers Direct we’re showcasing some of our favourite tips and tricks to help you make the most of this Beautiful Accounting Software

1: Open Xero Right from Your Desktop

If you’re using Xero on a traditional desktop computer or a laptop, here is a fast way to get into your Xero file.

Type in the following link into your browser and add your user name at the end: https://login.xero.com/?username= [type_user_name_here]

Once you’re on that page, click and drag the icon next to the link in the address bar. Drag it over to your desktop and it will create a shortcut to your Xero login page, or put it in your browser favourite’s list.

2: Use the Create New Button
Select the plus icon and a drop down list will appear. You can choose to create new items such as invoices, bills, contacts, or spend and receive money.

3: Open Multiple Pages at the Same Time
Xero supports viewing multiple pages at the same time and it won’t even slow down your user-experience. To do this, right-click the link you’d like to open and click the new tab option that appears in the menu. Just remember, you will have to refresh the other open pages if you want to see any changes you’ve made.

4: Opening the Search Feature
Search for invoices or contact pages even faster. Press the forward slash on your keyboard and it will automatically open the search feature in Xero. Then you can simply type in what you are looking for or other shortcuts. No need to use your mouse.

5: Use Improved Search Shortcuts
Xero has keyboard shortcuts that let you jump from one area of Xero to another. Open the search bar and enter any of these letter shortcuts: ‘a’ for Bank Accounts, ‘b’ for Bills, ‘c’ for Contacts, ‘d’ for Dashboard, ‘i’ for invoices, and ‘r’ for reports.

These Xero shortcuts will save you time and help you make the most of the platform. But they’re only the tip of the iceberg!

If you’re not using Xero, we can help you make the switch. And, if you’re using Xero already, as Xero training specialists we can help you use it better. To find out more or to book a place on one of our Xero training courses get in touch today and speak with one of our friendly experts.

Still not sure?

Please feel free to give us a call or send us an email, we are more than
happy to come out and explain in more detail the services we can offer you.

We are Xero Specialists. We are also Xero Adviser Certified, Xero Payroll Certified & Xero Migration Accredited.