5 tips to make you a Xero hero
If you have used Xero for a while, you will have probably already worked out that it's logical software that is easy to use. But, just
in case your Xero Hero cape is still lost in the post, here are five simple tips to improve your skills today.
Did you know that you can open multiple Xero pages at the same time? Great for those days when you are halfway through creating a
transaction and need to check a different screen. Press Cntrl t to open a new tab then if you have saved Xero to your toolbar, click on the
Xero login icon. Simple.
You can use keyboard shortcuts to navigate quickly around the software. Click on the magnifying glass in the top right of the screen then
type the shortcut letter of where you want to go.
Have you found the “Create new” button? Click on the + sign in the top right of the screen and a drop-down list will appear. You can
choose to create new items such as invoices, bills, contacts, or spend and receive money.
There are many shortcuts in date fields. For example type t for today, yes for yesterday, +7 for 7 days from now or next y for the same day
next year. A definitive list of these can be found at the following link
Xero has an inbuilt calculator. It is available in the Quantity, Unit Price and Disc % fields in transactions, and
the Debit and Credit fields in manual journals. Useful for equations when you left your calculator in your other cape.
So, get cracking and don’t forget to share your results. You’ll be a Xero Hero before you know it.