Xero shortcuts you should know

Written By Dylan Guitry

As a business owner, managing your finances efficiently is crucial for your success. Xero, one of the most popular accounting software platforms, offers a range of shortcuts designed to streamline your financial tasks and save you valuable time. As Xero Gold Champion Partners, we’ve put together some of the most useful Xero shortcuts that can help you navigate the platform with ease and improve your productivity.

Why Use Xero Shortcuts?

Xero shortcuts are keyboard combinations that allow you to perform tasks quickly without navigating through multiple menus. By mastering these shortcuts, you can:

  • Save Time: Speed up your workflow by reducing the number of clicks and keystrokes needed.

  • Increase Efficiency: Perform tasks more quickly and accurately.

  • Enhance Productivity: Focus more on your core business activities and less on administrative tasks.

Here are some essential Xero shortcuts every Xero user should know about:

Dashboard Shortcuts

1. Search (Global Search)

  • Shortcut: /

  • Description: Type / to quickly search for contacts, invoices, transactions, and more from anywhere within Xero.

2. Help

  • Shortcut: ?

  • Description: Access Xero's help menu instantly for support and guidance on any feature.

Invoice and Bills Shortcuts

3. Create a New Invoice

  • Shortcut: n then i

  • Description: Open a new invoice creation form directly from the dashboard.

4. Create a New Bill

  • Shortcut: n then b

  • Description: Open a new bill entry form without navigating through menus.

5. Approve an Invoice or Bill

  • Shortcut: alt + a

  • Description: Approve the selected invoice or bill quickly.

6. Save and Add Another

  • Shortcut: alt + shift + s

  • Description: Save the current invoice or bill and immediately open a new one for entry.

Bank Reconciliation Shortcuts

7. Reconcile

  • Shortcut: r

  • Description: Start the bank reconciliation process from your bank account screen.

8. Mark as Reconciled

  • Shortcut: alt + r

  • Description: Mark selected transactions as reconciled.

General Navigation Shortcuts

9. Navigate to Dashboard

  • Shortcut: d

  • Description: Instantly return to your main dashboard from any page within Xero.

10. Contacts

  • Shortcut: c

  • Description: Quickly access your contacts list to manage customers and suppliers.

11. Accounts

  • Shortcut: a

  • Description: Navigate to your accounts section for a detailed view of your financial statements.

12. Reports

  • Shortcut: x

  • Description: Jump to the reports section to generate and review financial reports.

Tips for Mastering Xero Shortcuts

  • Familiarise yourself with these shortcuts by using them regularly during your daily tasks.

  • Keep a printed list of shortcuts near your workstation for quick reference until they become second nature.

  • Xero frequently updates its software, so keep an eye out for new shortcuts and features.

By incorporating these Xero shortcuts into your routine, you can significantly enhance your efficiency, ensuring that your financial management is as seamless as possible. At Affinity Accounting, we strive to empower businesses in Wellington and right across NZ, giving them the tools and knowledge they need to succeed. If you have any questions or need further assistance with Xero, don't hesitate to reach out to our expert team.

Contact us today to learn more about how Affinity Accounting can support your business's financial needs.

Affinity Accounting is a Wellington accounting, tax and advisory firm serving clients across New Zealand.

Dylan Guitry
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