Using keyboard shortcuts in Xero can help you navigate the software more efficiently and perform various tasks without having to rely solely on the mouse or touchpad. Below are some commonly used keyboard shortcuts for Xero:
Note: Keyboard shortcuts in Xero may vary slightly depending on your operating system and web browser. These shortcuts are based on the default settings for a web browser on a Windows or Mac computer.
General Navigation:
- Ctrl + 1 (Windows) / Command + 1 (Mac): Go to the “Dashboard” tab.
- Ctrl + 2 (Windows) / Command + 2 (Mac): Go to the “Business” tab.
- Ctrl + 3 (Windows) / Command + 3 (Mac): Go to the “Accounting” tab.
- Ctrl + 4 (Windows) / Command + 4 (Mac): Go to the “Payroll” tab.
- Ctrl + 5 (Windows) / Command + 5 (Mac): Go to the “Contacts” tab.
- Ctrl + 6 (Windows) / Command + 6 (Mac): Go to the “Reports” tab.
- Ctrl + 7 (Windows) / Command + 7 (Mac): Go to the “Adviser” tab.
Transaction Shortcuts:
- Ctrl + N (Windows) / Command + N (Mac): Create a new transaction (e.g., invoice, bill, expense).
- Ctrl + S (Windows) / Command + S (Mac): Save a transaction.
- Ctrl + P (Windows) / Command + P (Mac): Print the current page or transaction.
- Ctrl + Z (Windows) / Command + Z (Mac): Undo the last action.
- Ctrl + Y (Windows) / Command + Y (Mac): Redo the last undone action.
- Ctrl + F (Windows) / Command + F (Mac): Open the search bar.
Navigation within Lists:
- Tab: Move to the next field or option within a list or form.
- Shift + Tab: Move to the previous field or option within a list or form.
- Enter: Select or open the currently highlighted item.
- Arrow keys: Navigate through lists, tables, and dropdown menus.
- Ctrl + Up Arrow (Windows) / Command + Up Arrow (Mac): Go to the first item in a list.
- Ctrl + Down Arrow (Windows) / Command + Down Arrow (Mac): Go to the last item in a list.
Other Useful Shortcuts:
- Ctrl + / (Windows) / Command + / (Mac): Open the Help menu or search for help topics.
- Alt + D (Windows) / Option + D (Mac): Jump to the Date field in a transaction.
- Alt + A (Windows) / Option + A (Mac): Jump to the Amount field in a transaction.
- Alt + X (Windows) / Option + X (Mac): Jump to the Tax field in a transaction.
These keyboard shortcuts can help you navigate Xero more efficiently and perform common tasks quickly. Keep in mind that keyboard shortcuts may be subject to updates and changes by Xero, so it’s a good idea to check Xero’s official documentation or help resources for the most up-to-date information on shortcuts for your specific Xero version and platform.
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