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Get Comfortable with Xero Cloud Accounting

Part of the Xero For Dummies Cheat Sheet

You can use different tools and settings in Xero or on your computer to get the most out of your cloud-based accounting experience. Check out the following tips that help make doing the books online easier.

  • Increase the amount of information you can see on your screen by clicking the cross at the top right corner and hiding the Getting Started panels.

  • Optimise your screen resolution. A minimum of 1024 x 768 is recommended by Xero.

  • Use multiple tabs to jump between information and access different areas in the Xero file. You can also refresh and update the information without closing down your screens.

  • Reduce time taken to move between pages when viewing lists by expanding your list view. Scroll to the bottom of the screen and change the number showing from 25 to 200 per page.

  • If you do a lot of accounting, invest in an additional monitor and sit the two side by side on your desk.

  • If you need to access two different Xero files concurrently, you can open two different browser windows (for example, Google Chrome and Internet Explorer). Please note you do need to be careful to enter data into the correct file.

  • Use ‘wide view’ when analysing your reports.

  • Think outside the box and decide if you would benefit from moving your screen to portrait orientation.

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