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  1. Dashboard - Add custom shortcuts as required

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    2 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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    Andrew Knorr commented  · 

    Navigation - Providing some user configurable top level menu items for regularly used pages e.g. I'm often navigating to Draft Bills, there is no shortcut to this page so takes mutiple clicks to get there I'd love to have a placeholder in the main menu for this page (after Contacts) so I can navigate in 1 click. Another example is Reconciling my Checking bank account. Perhaps allow users to define a handful of custom shortcuts fot the same effect to reduce amount of clicks between screens.

    Andrew Knorr supported this idea  ·