We’re always trying to make things easier for you as small business owners so you can spend time doing the things you love.
This week, we are making it really simple for you to access bank tasks by adding Spend Money, Receive Money and Transfer transactions to the ‘+’ icon up in the top right of your Xero account.
The ‘+’ icon allows you to use the functions you want, without having to navigate to them in the app. Simply click on the ‘+’ to reveal the options available and you will be taken to the desired screen.
For Spend and Receive Money transactions via the ‘+’ icon, you will be given the choice of bank account for that selected payment or receipt. Simply choose the account from the list and presto, you’re ready to go.
For those that haven’t noticed the ‘+’ icon before, there are lots of other great Xero functions to access including new Invoices, Bills, Quotes, Purchase Orders and Contacts. You can start something new from any screen. How good is that?
Handy Tip: If you want to open a new window without losing your current page, simply hold down ‘Control‘ & click on the link required and you will see a second window open with the info you require. For Mac users, hold down ‘Command‘ and click the link you require.
More of a Keyboard Person?
I am more of a keyboard person and love the quick key shortcuts in Xero to get around. If you like keyboard keys over a mouse, then try out the Xero search using the forward slash button on your keyboard ‘ / ’ followed by a command, like ‘I’ for Invoicing, ‘B’ for bills or ‘R’ for reports.
Find more super handy shortcuts in the Help Centre to save you even more time.