Settings and activity
4 results found
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52 votes
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Jake Smallman
supported this idea
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16 votes
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?
An error occurred while saving the comment Jake Smallman
supported this idea
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3 votes
Thanks for your feedback on navigation shortcuts. We appreciate you explaining how important quick access to Tracking Categories and Fixed Assets is for your workflow. You should see Fixed Assets within the Accounting menu already. However, you are correct that accessing Tracking Categories requires an additional click and are shown under the Accounting Settings option.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jake Smallman
supported this idea
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135 votes
An error occurred while saving the comment Jake Smallman
commented
Please add this. Can't be that hard.
Jake Smallman
supported this idea
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Tracking categories now takes two clicks across two screens to access, where it used to be in the dropdown.
The ability to create shortcuts would be a huge help.