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.


Leave a Reply

Your email address will not be published.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

Supporting She# and its mission to encourage women into tech

The tech industry in general suffers from a lack of women entering tech related study areas, many factors contribute to this. Xero has been working with She# this year to help educate women from high schools, university and industry about the opportunities available to them in the tech industry. She# believes the gender imbalance we ...

Xero announces entrepreneur scholarship for UK students

We know what it’s like to be a startup; we were one. That’s why we’re excited to launch the new Xero Entrepreneur Scholarship, designed to help UK students afford the rising cost of education and help them along the road to success on their entrepreneurial journey. We’re offering a £2,000 scholarship, mentoring, subscription to Xero ...