Tip: Use multiple windows

One of the cool things you can do with Xero is use multiple windows.

This is really useful for doing your first ‘catch up’ bank reconciliation. As you go through your bank rec you discover repeating transactions. Rather than navigate between bank rec and repeating transactions to set them up you can create a new browser window (under the File menu on Safari or Command-N) and have both the bank rec and repeating transactions open at the same time.

After you have set up a new repeating transaction, simply switch back to the bank rec window, refresh, and your transactions should match and you can quickly process them.

This will save a lot of time.

You can have several windows open, depending on your screen size.

Enjoy!

Leave a Reply

Your email address will not be published. Required fields are marked *

The latest on Xero’s developer platform

If you’ve listened to Rod talk about Xero lately, you’ve probably heard him mention “the end of the beginning”. We’ve built beautiful accounting software and while that’s really cool, we’re only really getting started. That’s as true for Xero’s accounting software as it is for our Developer Platform. Having 500+ certified add-ons and thousands of ...

Trust is imperative when starting a digital business

The rules of trust are changing. Where customers used to trust large financial and commercial institutions without question, now that trust needs to be earned. This is benefiting start-ups and small businesses that offer accountability and a personal, authentic experience. Technology, whether in the form of social media or seamless programming, is greatly contributing to ...

  • Xero
  • by Sarah Allison