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.


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