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  1. Dashboard - Add custom shortcuts as required

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    4 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.

    The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'

    Are there other specific shortcuts you'd want to see here? 

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    Julie McDonough commented  · 

    The new widgets / updates on screen when Xero is first opened is way to busy. Dare I say it Xero needs to have icons on desktop like another accounting program.
    For example Financial icon click on that and all associated widgets are there, a bank icon all information is there, sales, purchases etc etc. Not every business owner wants to see all that important information at start

    Julie McDonough supported this idea  · 
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    Julie McDonough commented  · 

    The new widgets / updates on screen when Xero is first opened is way to busy. Dare I say it Xero needs to have icons on desktop like another accounting program.
    For example Financial icon click on that and all associated widgets are there, a bank icon all information is there, sales, purchases etc etc. Not every business owner wants to see all that important information at start up