Using keyboard shortcuts in Xero can significantly improve your efficiency when navigating the accounting software. These shortcuts allow you to quickly access various features and perform common tasks without the need to use your mouse or trackpad. Here are some essential Xero shortcuts for efficiency:
General Shortcuts:
- ? (Question Mark): Press the question mark key to open the keyboard shortcuts help menu, which displays a list of available shortcuts.
- / (Forward Slash): Use the forward slash key to open the global search bar, allowing you to search for transactions, contacts, accounts, and more.
- Ctrl + S (Windows) or Command + S (Mac): Quickly save changes to the current record or transaction you’re working on.
Navigation Shortcuts:
- G then D (Windows) or G then D (Mac): Go to the dashboard, providing an overview of your financial data.
- G then C (Windows) or G then C (Mac): Navigate to the chart of accounts, where you can view and manage your accounts.
- G then I (Windows) or G then I (Mac): Access your invoice list.
- G then R (Windows) or G then R (Mac): Open the reports section, allowing you to generate various financial reports.
- G then P (Windows) or G then P (Mac): Go to the purchase orders section.
- G then L (Windows) or G then L (Mac): Navigate to the sales dashboard.
- G then S (Windows) or G then S (Mac): Open the settings menu, where you can configure various preferences.
Transaction Shortcuts:
- N then I (Windows) or N then I (Mac): Create a new invoice.
- N then P (Windows) or N then P (Mac): Generate a purchase order.
- N then E (Windows) or N then E (Mac): Enter a new expense claim.
- N then J (Windows) or N then J (Mac): Create a journal entry.
Editing and Navigating Lists:
- Tab and Shift + Tab: Use the Tab key to navigate between fields in forms and tables. Shift + Tab moves you to the previous field.
- Enter: Press Enter to save or confirm changes in a field.
- Esc: Press the Escape key to cancel changes or close a dialog box.
Bank Reconciliation:
- R then R (Windows) or R then R (Mac): Open the bank reconciliation tool.
- R then M (Windows) or R then M (Mac): Match transactions during bank reconciliation.
Invoices and Bills:
- T then D (Windows) or T then D (Mac): Add a due date to an invoice or bill.
- T then N (Windows) or T then N (Mac): Add a note to an invoice or bill.
Reports:
- X then D (Windows) or X then D (Mac): Download a report in PDF format.
- X then E (Windows) or X then E (Mac): Export a report to Excel.
These keyboard shortcuts can help you navigate Xero more efficiently, saving you time and reducing the need for repetitive mouse clicks. As you become more familiar with these shortcuts, you’ll find that you can perform tasks in Xero more quickly and with greater ease.
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