All the best bakers have lots of little knacks and ways to do things that they’ve learnt over the years to help make their goodies scrumptious. We’ve built Xero so that there are lots of ways that help you make the most of the software and your life easier. A good place to start is the Xero tips.
What we’ve realised is that as Xero evolves everyone has their own nifty ways of using it. For instance Lucid Design use the contact links to help them in Basecamp, the Whitepages™ and Workflow Max.
My best tip is to make the most of the Contact Transactions Report which you can get to by drilling down from the Expenses by Contact or Income by Contact reports to see the list of transactions for the individual contact within either of these reports.
So what’s your best tip for making your life easier with Xero?