Xero Tips & Tricks That Will Save You Time

If you’re using Xero for your business, you know how much time it can save you...BUT did you know there are some tricks you can do with Xero to save you even more time? This month I’m going to show you a few Xero hacks that you can use today. More of a QBO fan? Never fear, we’ve got some QBO hacks for you too, here.

Get On Xero Faster

There are 2 super easy ways to save time getting on Xero:

  1. Add the Xero shortcut to your desktop - just go to the Xero login page and drag the Xero icon in the url onto your desktop. Now you just need to click on it from your desktop instead of using your browser.

  2. Download the Xero app to your phone or tablet (or both!) - this way you can access Xero wherever you are.

Make Your Browser Work for You

If you want to look at different parts of your Xero account at the same time, just right click on the section you want to look at and select ‘open in new tab’. Now you can switch between tabs easily while you work.

Just be aware that you need to refresh both tabs to see the changes you make in the other tab, otherwise you won’t be looking at the most up-to-date info.

Save Time Entering Dates By Using These Keyboard Shortcuts

Entering dates can be tedious work, but these keyboard shortcuts make it go a bit faster.

Today’s date: tab t

Tomorrow’s date: tom

Next week: next w

Next month: next m

Next year: next y

Yesterday’s date: yes

Last week: last w

Last month: last m

Last year: last y

Try these tips and tricks today and see how much time it saves you. If you’re interested in using Xero for your business, chat to us today - we’re Xero experts!