Keeping up to date with the latest Xero announcements – Top Tips
Xero have been working hard releasing lots of new features over the last year so you could have easily overlooked a few of the developments.
“Bet you wish you had known that before”
Our BDO Xero Heroes this edition have some great tips they have learned over the years to give you some real Xero superpowers!
Faster logging into Xero….remember me?
If you decided all those years ago to use your full name and business as your email address, seemed like a good idea at the time (i.e. Alex.the.Xero.Hero.007@MyBusinessRocks.co.nz) it can get a bit frustrating typing it in at every login.
- type the following into your address bar https://login.xero.com/?username=REPLACE_WITH_YOUR_USERNAME (for example: https://login.xero.com/username=Alex.the.Xero.Hero.007@MyBusinessRocks.co.nz)
- Save the page as a favourite before logging on
- Your email address will now automatically appear when you use the link!
- This is also a much safe option than having Google remember your user name and password!
Bank rules, bank rules, bank rules….. If you are not already using these start doing so today. Bank rules will help you reconcile Xero transactions faster and with more confidence. Easily setup they will recognise certain transactions based on a set of conditions you set.
We often see Xero users utilise the auto suggestion. Xero bases these suggestions on the prior way you treated a transaction. If you got it wrong previously you are likely to reconcile a similar transaction incorrectly again. Setting bank rules for regular transactions are a way to prevent these issues.
Common Bank Rule Examples:
Foresight is better than hindsight, but insight is better than either one of them.