Xero

Some Handy Keyboard Shortcuts For Xero

By September 2016September 1st, 2020No Comments
Beyond Accounting advice Some Handy Keyboard Shortcuts For Xero

Xero has published a very handy PDF guide to the shortcuts used in Xero for cash coding, search and dates. You can download Xero’s PDF here, or simply add this post to your favourites so that you can refer back to it when you need.

Shortcuts in Xero search

/Open searchIAll invoices
PPurchase ordersBAll bills
DDashboardAAll bank accounts
CAll contactsQAll quotes

Shortcuts in cash coding

If you complete a field and it’s one of multiple items checked, moving away from that field will populate the other rows selected with the same information. Use these navigation tips and shortcut keys to make cash coding even faster: General cursor navigation using the keyboard or mouse

EnterMoves down one row
Shift + EnterMoves up one cell
TabMoves forward to the next cell
Shift + TabMoves back to the previous cell
Click + drag bottom of grid with mouse (for non-IE users)Increases the number of rows displayed in cash coding grid

Quick actions using the keyboard (from all editable fields except Description)

+Copies account, tax rate and tracking from the row above into the current row
/Opens a quick Spend or Receive Money window so you can split a transaction over multiple lines.
Shift + Down ArrowChecks the box for the current row and moves down one row
Alt + Down Arrow   Changes a payee name that is all capitals to title case. For example, JOHN DOE changes to John Doe.

Today’s date and future date entry shortcuts

Tab tToday’s date
tomTomorrow’s date
next [day]Day in the next week
next wNext week (7 days from today)
next mNext month (today’s date, next month)
next yNext year (today’s date, next year)
next [month]Any month after today’s date (today’s date, for that month)
[number]Date in current month
[number]/[month]Date in a month
[number]-[month] 
[month]/[number] 
[month]-[number] 
[month]/[year]First day of any month
[month]-[year]in any year
[number]A date next month
+[number]Days after today’s date/
+[number]dDays after the invoice or bill date
+[number]wWeeks after today’s date/ Weeks after the invoice or bill date
+[number]mMonths after today’s date/ Months after the invoice or bill date
+[number]yYears after today’s date/ Years after the invoice or bill date

Past date entry shortcuts

yesYesterday’s date
last wLast week (7 days ago)
last mLast month (same date, previous month)
last yLast year (same date, last year)
past y 
last [day]Day in the last or past week
past [day] 
last [month]Day in the last or past month
past [month] 
[number]Date in current month
[number]/[month] Date in a month
[number]-[month] 
[month]/[number] 
[month]-[number] 
[month]/[year] First day of any month in any year
[month]-[year] 
-[number]Days before today’s date
-[number]d 
-[number]wWeeks before today’s date
-[number]mMonths before today’s date
-[number]yYears before today’s date
If you’re considering making the move to a cloud-based system, you’re welcome to attend one of our free, no commitment Xero demos – held once a month at our Dublin 2 offices. We also set up, integrate and train people to use Xero; it’s a free service for new clients, but if you don’t want to switch accountants we offer it as a stand-alone service too.
Rory