How To Best Use Your Xero Account


Xero is a worldwide pioneer in cloud-based accounting solutions. With over 1,000,000 supporters utilizing their platform, Xero is the accounting software of decision for some small and medium-sized organizations internationally. 

We’ve assembled a list of essential user tips as well as advanced tips for Xero users at different phases of their journey with the product. These tips are intended to guide you and your group to use Xero more productively. 




Revel In Revolutionary Reconciling 

Guarantee that 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 extract information from provider bills, and import them (alongside the scanned picture of the bill) to Xero. This quickens the reconciliation cycle

Use electronic batch payments to limit the time it takes to deal with payments and improve the reconciliation cycle. Try not to back off when you hit obscure transactions — click the Discuss tab, leave a memo for the bookkeeper, and proceed onward. 


Xero Log In Shortcut 

On the off chance that 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 beneath and never need to type your email address in again. 

When the login screen pops up on the screen, bookmark the address in your browser. 


View Multiple Organizations

On the off chance that you have to see various Xero organizations simultaneously, open every organization in an alternate browser. For instance, open one in Chrome and the other in Safari. 

On the off chance that you don’t utilize separate browsers, your changes may save to the wrong organization. Utilizing various browsers guarantees every organization has its own separate data session. 


Perform Quick Actions With ‘+’ Button 

On the upper right hand, you’ll see a little plus symbol (+). Click the symbol to rapidly get to a few distinct functions including making a purchase order, invoice, or contact. 


Embrace Business To Business with Xero 

Convince organizations you work with to embrace Xero so you can send your invoices directly to their Xero system. Request that they share with you their Xero network key so you can connect the Xero documents and empower a small portal so billing data can flawlessly stream between the systems. This will spare your data entry time. 


Dual Screens 

The more paperless you need to go, the more you can complete with dual screens. One screen to read the document and another to edit Xero, or one to be taking a gander at the bank reconciliation and another to be glancing in payables or receivables for matching documents. 


Multiple Concurrent Users 

Different users can work in Xero simultaneously and on similar things. On the off chance that more than one user is working at a thing simultaneously, whoever saves last has their changes retained. 


Create A Xero Desktop Shortcut 

Go to the Xero login page, drag the Xero symbol in the URL or web address onto your desktop. 

Click the desktop icon to go straightforwardly to the Xero login page. 



Inspect History And Notes Activity 

Review data on activities that have happened inside Xero by clicking on the Advisor tab then the History and Notes Activity option. Here you have the alternative to look through transactions by Period, Items, and User, and sort them by Date, Item, Action, User, and Notes. 

Whenever you’ve chosen these alternatives, click the blue button named Update and afterward sort the column headed Action by clicking on the header link. All contacts labeled as ‘Created’ are new to Xero for the pertinent period. 


These are only some of the absolute best tips to completely use your Xero account. Check over here for more tips to use Xero.


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