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XERO tips – Easier Banking Solutions

Did you know that you can open multiple screens to make your bank reconciliation process faster and easier?

In your internet browser, open a new tab by holding down the “CTRL” Key while selecting the required Xero Menu item.

For example, when you go through the bank transactionsto look for customers payments, it is helpful to be able to see the list of outstanding invoices at the same time.

So open two tabs, in one tab, show bank transactions and in the other tab show outstanding invoices. You can switch from tab to tab for immediate cross-checking without going back and forth between different sections in Xero and thereby avoiding closing one menu item and waiting for the other one to load.

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