Top 5 Xero Time Saving Tips

Saving time and performing tasks efficiently and effectively is a key driver for many Practices.

Here's our top 5 time saving tips when using Xero to get you focusing on running your Practice.

1. Speed up the reconciliation process

While Bank feeds automatically import transactions directly to your Xero file on a daily basis (eliminating the need to enter transactions manually), setting up bank rules on your accounts will speed up the time it takes to reconcile. Frequently recurring spend and receive money transactions are ideal for bank rules.

2. Global Search

Global search is available to all Xero users from most screens in Xero. Use it as a shortcut to open other screens, or to ‘add new’ transactions. Open global search from the magnifying glass in the navigation menu, or press forward slash (/) on your keyboard, and search for the screen you need.

Another option is to use shortcut keys when searching. The shortcut keys are the first initial of the screen name, such as ‘B’ for Bills, ‘C’ for Contacts, ‘I’ for Invoices, ‘E’ for Employee or ‘R’ for Reports. For example combining ‘/ B’ creates a very quick way to navigate straight to your bills.

3. Repeating invoices and bills

If you have regular bills to pay and/or invoices to send, using Xero’s repeating invoices or repeating bills feature will save time on data entry.

When you set up a template, Xero will automatically create a new invoice or bill and drop it into the draft or awaiting payment tab (depending on your preferences).

4. Process payments utilising Batch Payments

Banking files (ABA files) can be downloaded from a pay run and uploaded into internet banking to pay employees in a batch payment to the employee’s nominated account. This is the recommended way to pay your employees as it eliminates manual entry and prevents errors.

Similarly, you can pay suppliers in bulk by processing an ABA file. In Xero, select the multiple bills to pay and create a batch. Upload the resulting payment file into internet banking for fast and efficient payment. This can reduce the risk of paying the wrong amount or supplier in error and increases your processing efficiency.

5. Use of Xero apps and add-ons

Xero have a large variety of time saving apps, add-ons and integrations. These are well worth investigating to see which may be beneficial for your business - find these here.

To explore these options, find out further details on how to embrace these tips or for Xero assistance, please contact your Advisor, or our in-house Xero experts.

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The information in this publication contains general advice only. It has been prepared without taking your personal objectives, financial situation or needs into account. You should consider whether the information contained within this publication is appropriate for you. Where we refer to a financial product you should obtain the relevant Product Disclosure Statement or offer document and consider it before making any decision about whether to acquire the product.