Some quick tips and shortcuts to making the most out of Xero

Entering supplier’s invoices quickly and easily

If your supplier uses Xero too you can provide them with your network key which has the result that their invoices are automatically imported into your organisation as draft invoices. All you need to do is check and approve!

Go to ‘Settings’ – ‘General Settings’ – ‘Xero to Xero’

Click ‘Send Xero Network invite’ and enter your supplier’s email address.

They’ll receive an email with the key, and instructions to add it to the contact details they have for you in Xero.

Opening more than one page at the same time.

If you want to open several pages in Xero, from your current page hold down the Ctrl key and left-click on the page you want to open. This page will open in a new browser window. If you make any changes that affect the data displayed on the first page, you need to refresh this page (press F5) before the new value is displayed.